Sales and Reporting Assistant

Company Overview:

We are a dynamic and rapidly growing digital marketing agency, dedicated to providing top-notch services. Our team is on the lookout for a talented and organized individual to join us as a Sales and Reporting Assistant. This remote position offers a unique opportunity to contribute to our success and grow professionally.

Responsibilities:

Client Data Management:
Input client information accurately into the client reporting tool.
Regularly update client profiles with relevant data.
Ensure data integrity and confidentiality.

Sales Material Creation and Editing:
Develop compelling sales materials, including proposals for potential clients.
Edit existing sales documents to align with brand standards and messaging.
Collaborate with the sales team to tailor materials for specific opportunities.

Communication and Follow-Up:
Send out timely meeting follow-up emails to clients and prospects.
Assist in coordinating post-meeting actions and next steps.
Maintain effective communication channels with the sales team.

Ad Hoc Sales Support:
Provide administrative support to the sales team as needed.
Assist in organizing sales presentations and materials.
Contribute to various sales-related tasks to ensure smooth operations.


Requirements:

Proven experience in administrative or sales support roles.
Familiarity with CRM tools such as ---------- and PandaDoc

Communication Skills:
Excellent written and verbal communication skills.
Ability to craft professional and engaging emails.

Organizational Skills:
Strong organizational and time-management skills.
Detail-oriented with the ability to manage multiple tasks simultaneously.

Tech-Savvy:
Proficiency in using Microsoft Office Suite.
Comfortable working with online collaboration tools.

Proactive Attitude:
Ability to take initiative and work independently.
Willingness to learn and adapt in a fast-paced environment.