Sales Operations Assistant

The Operations Assistant provides administrative and operational support to the team by maintaining accurate customer records, preparing sales reports, coordinating communications, and assisting with order processing. This role helps streamline sales processes, improve data accuracy, and support the achievement of sales goals.

Key Responsibilities

• Provide administrative support to the sales team and sales managers.
• Maintain and update customer information in the CRM system.
• Prepare sales reports, dashboards, and performance metrics.
• Process customer orders, quotes, and invoices accurately.
• Coordinate with finance, logistics, and customer service teams to ensure timely order fulfillment.
• Monitor sales pipelines and follow up on outstanding opportunities.
• Assist with sales forecasting and inventory coordination.
• Schedule meetings, prepare presentations, and organize sales documentation.
• Ensure compliance with company policies and sales procedures.
• Support the onboarding and training of new sales team members.
• Handle customer inquiries and direct them to the appropriate sales representative.
• Identify opportunities to improve sales processes and operational efficiency.