Sales and Marketing Associate
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Job Location:
Mount Pleasant, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
The Sales Administrative Assistant supports the sales organization in all administrative and customer-facing functions that drive new business acquisition. This role maintains and updates proposal templates prepares and customizes proposals for potential clients assists with bid packages vendor portals maintains CRM data integrity manages sales documentation and facilitates communication between prospects new clients operations and leadership. The position is essential to ensuring a professional efficient and responsive sales process within a commercial cleaning environment.
Key Responsibilities
Sales Support and Coordination
- Prepare format and submit proposals quotes RFP responses scopes of work and service agreements for janitorial and facilities-related services.
- Assist with compiling bid packages including price sheets site inspection notes custom scopes of work.
- Schedule sales appointments with previous contacts through email updates calendars for the Sales Manager and Business Development team.
- Track inbound leads assign them in the CRM and ensure timely follow-up.
- Maintain organized digital and physical files for all sales documentation.
- Data entry into custom software to help generate sales pricing.
CRM and Reporting
- Manage and update CRM records with accurate lead opportunity and pipeline data.
- Run weekly sales activity pipeline and forecast reports for management review.
- Monitor proposal status renewal timelines and pending contracts; notify the sales team of required actions.
Customer and Prospect Communication
- Serve as a first point of contact for incoming sales inquiries via phone email or web form.
- Respond promptly to emails from prospects.
- Help maintain relationships with dormant prospects via email.
- Support customer onboarding by inputting new clients into database collect new contract documents/handoff to operations.
Administrative and Operational Support
- Assist in preparing marketing materials
- Coordinate vendor forms insurance certificates compliance documents and other due-diligence materials required by prospects.
- Process signed agreements and ensure proper documentation flows to operations finance and HR as needed.
- Organize reports into spreadsheets
- Filing
Qualifications
Required
- High school diploma or equivalent; associates degree preferred.
- Minimum 2 years of administrative customer service or sales support experience (preferably in a service-based or facilities/cleaning environment).
- Proficiency in Microsoft Office (Word Excel) and CRM systems.
- Strong written and verbal communication skills.
- High attention to detail accuracy and time-management discipline.
- Strong organizational skills.
- Ability to handle multiple priorities meet deadlines and work independently.
Preferred
- Experience in administrative support roles
Key Competencies
- Professional communication and customer service
- Proficiency in typing
- Organizational discipline and documentation management
- Data accuracy and CRM management
- Confidentiality and discretion with client and pricing information
Working Conditions
- Office-based
- Standard business hours with flexibility during proposal deadlines
Required Experience:
IC
Key Skills
- Sales Experience
- Marketing
- Public Relations
- Pricing
- Sales Pipeline
- Outside Sales
- Strategic Planning
- Social Media Management
- Sales Management
- Enterprise Sales
- Public Speaking
- negotiation
About Company
Position Summary The Sales Administrative Assistant supports the sales organization in all administrative and customer-facing functions that drive new business ...
