Sales & Project Management Support Specialist

The ideal candidate will provide essential support to our project manager and sales department by assisting with administrative tasks, managing the hiring and onboarding process, managing sales data, and communicating with clients. You are critical in managing and optimizing sales processes, analyzing sales data, and developing strategies to increase sales efficiency and productivity.
The Ideal Candidate Is:
– A detail-oriented self-starter with prior experience in the financial services industry or with a technology team
– Someone who exhibits sound judgment with the ability to prioritize and make decisions
– Energetic and eager to tackle new projects and ideas
– Comfortable interacting with high-level executives
– A team player capable of cultivating productive working relationships across the firm
– Resourceful, can-do attitude
– Thrives in a fast-paced environment
Essential Duties and Responsibilities
The essential functions include, but are not limited to, the following:
– Manage Salesforce data by updating customer information, tracking sales leads, updating opportunities, and generating reports for management.
– Communicate with clients regarding schedules, meetings, and other lead-related inquiries.
– Maintain accurate and organized Salesforce records, ensuring adherence to company sales processes and procedures.
– Assist with the preparation and execution of client proposals and contracts.
– Manage schedules between sales and operations to include kickoff and wrap-up calls
– Assist the Project Manager in internal team communication and Data Entry
– Manage reports, and update internal documents via SharePoint and Notion
– Attend relevant meetings and manage tasks as needed
– Conference preparation blog postings and social media management
– Assist the onboarding process and contribute to the success of new hires
Minimum Qualifications
3+ years of experience in an executive assistant, sales support, project management, or similar role (remote experiences preferred).
Excellent communication skills, both written and verbal.
Strong attention to detail and ability to multitask in a fast-paced environment.
Proficient in Microsoft Office and Google Workspace
Experience with CRM software such as Salesforce.
Experience With PM software
Ability to work independently as well as part of a team.
Strong problem-solving skills and a customer-centric mindset.
Strong analytical skills with the ability to analyze complex sales data and identify trends and opportunities
Excellent communication and collaboration skills with the ability to work effectively with cross-functional teams
Strong leadership and management skills with the ability to coach and develop a team
Ability to work in a fast-paced environment and handle multiple priorities simultaneously
Equipment Requirement:
1. Bring your trusty laptop, all spick and span!
2. Aim for an Intel Core-i5 or higher.
**Internet Connection Magic:**
1. Secure at least 50 Mbps download, and 20 Mbps upload.
2. Go wired or go broadband! Have a backup for those ‘oops’ moments.
**Headphone Harmony:**
1. Grab noise-canceling headphones – a sweet escape to focus!
2. Wired or wireless, just make sure that mic is always ready to rock!
**Webcam Wonders:**
1. Pick a camera, any camera – built-in or external, just make it colorful!
2. Keep it open during meetings – let’s see those smiling faces!
Remember, we won’t be your tech fairy godparent, so gear up for success! ????????