Sales Executive & Administrative Assistant

About the role

The Executive Sales & Administrative Assistant supports the Chief Sales Officer and the sales team throughout the full sales cycle. This highly organized partner handles lead management, quoting, order processing, client onboarding, and executive administration to ensure fast, consistent, and client‑focused service.

Key responsibilities

• Answer incoming sales calls and promptly respond to client and prospect emails, texts, and calls.
• Distribute leads to the appropriate Account Executive and keep CRM/Acumatica records up‑to‑date with contacts, communications, tasks, and sales activities.
• Build and finalize quotes, verify vendor and historical pricing, confirm margin requirements, and route completed quotes to the AE for review.
• Process signed client quotes by converting them into sales orders, completing required steps, and notifying the Operations Director when a purchase order is needed.

Required profile

• Three or more years of experience in sales administration, sales operations, executive assistance, account coordination, or a comparable client‑facing support role.
• Demonstrated experience managing CRM records, sales pipelines, quotes, proposals, orders, reports, and time‑sensitive follow‑up.
• Strong business writing and verbal communication skills with the ability to interact professionally with executives, clients, prospects, vendors, and cross‑functional teams.
• Advanced proficiency with Microsoft Office (spreadsheets, presentations, email, calendar management).
• High school diploma required; associate or bachelor’s degree in business, marketing, communications, or a related field preferred.

Required skills

• Microsoft Office (Excel, PowerPoint, Outlook, etc.)
• Acumatica or another CRM/ERP platform
• CRM management and sales pipeline administration