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Sales Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Santa Barbara

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Category:
Sales

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

As a Sales Assistant, you will play a crucial role in supporting an IT Sales team in a fast-paced environment. You will be responsible for a variety of tasks, including administrative sales tasks, customer service, and maintaining client satisfaction.

Job Responsibility:

  • Provide updates on contract renewals
  • Support ticket organization and resolution
  • Identify clients who have not engaged
  • Develop targeted campaigns aimed at clients and warm leads
  • Conduct lead prospecting for opportunities
  • Monitor new members, send welcome emails, and schedule meetings
  • Perform research through platforms like LinkedIn and ZoomInfo to identify prospects
  • Investigate upcoming tradeshows, conferences, dates, and locations
  • Assist with integrating prospects into travel schedules and trip planning
  • Scan and organize attendee lists for events
  • Manage and organize contact call lists for the team
  • Send connection requests, follow-ups, and InMails
  • Manage contacts (add phone numbers, emails, etc.)
  • Create and update tasks
  • Revise and merge entries as needed
  • Prepare IQRs, quotes, and sales orders
  • Process RMAs (Return Merchandise Authorizations)
  • Respond to emails on behalf of others while maintaining their personal tone
  • Track logistics and follow up with clients, adding a personal touch
  • Write handwritten notes for clients and prospects
  • Distribute team newsletters and outbound communications
  • Build email-based BDR campaigns
  • Back up team members during OOO (out of office) time and when available, covering RMAs, tracking, and more
  • Complete forms such as MSAs, NDAs, new client/vendor/supplier documents

Requirements:

  • Proven experience in a sales environment, with a strong understanding of sales principles and customer service practices
  • Proficiency in tasks related to receptionist duties, such as managing appointments, greeting clients, and handling queries
  • Excellent skills in email correspondence, with the ability to maintain professionalism and respond promptly to customer inquiries
  • Experience in preparing and providing customer quotes, understanding the importance of accuracy and timeliness
  • A customer-centric mindset, with the capacity to understand and meet customers' needs effectively
  • Strong interpersonal and communication skills to build and maintain positive relationships with customers
  • Ability to work in a fast-paced environment and manage multiple tasks simultaneously
  • A proactive approach to problem-solving, with the ability to handle customer complaints and issues effectively
  • Basic knowledge of CRM systems and databases
  • A team player with a positive attitude and high level of self-motivation
  • High school degree
  • BS degree in Marketing or related field would be a plus

Nice to have:

BS degree in Marketing or related field

What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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