Sales Assistant
Pavago
Job Level
Junior
About the role
- Reach out to clients who have submitted information to confirm details and answer basic questions.
- Provide professional support by phone, email, or voice follow-ups.
- Schedule meetings between clients and sales representatives.
- Confirm availability for inspections, calls, or next steps.
- Ensure smooth handoffs between Sales Associates and Acquisition team members.
- Assist with client onboarding by setting clear expectations for next steps.
- Update and maintain accurate client information in the CRM system.
- Track all interactions, appointments, and follow-ups in real time.
- Provide ongoing assistance to the sales team with ad hoc tasks.
- Ensure all contracts and documents are processed accurately (e.g., DocuSign).
- Conduct friendly, professional follow-ups with clients to ensure engagement.
- Support existing clients as needed to maintain positive relationships.
Requirements
- Excellent Communicator: Strong spoken and written English with a friendly, professional tone.
- Organized & Detail-Oriented: Able to manage multiple tasks, appointments, and follow-ups consistently.
- Tech-Savvy: Comfortable using CRMs, Microsoft Excel, DocuSign, and collaboration platforms.
- Process-Driven: Follows structured workflows and ensures accurate documentation.
- Patient & Empathetic: Listens carefully to clients and responds with professionalism.
- Team-Oriented: Supports sales representatives and acquisition managers to ensure smooth operations.
- At least 1–2 years of experience in sales support, customer service, or administrative assistance.
- Comfortable making structured outbound calls and conducting professional follow-ups.
- Familiarity with CRM systems and updating client records.
- Strong organizational skills with the ability to handle multiple priorities.
- Proficiency in tools such as Excel and DocuSign.
- Availability during U.S. business hours.
