Job Description
Sales Assistant will offer reliable support to the salesteam and help improve efficiency as sales volume increases. The Sales Assistant will be responsible for maintaining regular contact with customers, ensuring that all sales documents and agreements are completed before they are filed and updating the customer contact information as needed.
Sales Assistant responsibilities
- Organize and schedule sales presentations for assigned AEs
- Ensure that all sales presentation materials are prepared prior to deadlines
- Update customer records in the company database as required
- Contact customers to answer basic procedural questions or to gauge their level of satisfaction with the company
- Collaborate with the sales staff to monitor loan submissions and make sure that loans close on time
- Report any service issues to management and the appropriate Account Executive immediately
- Update and maintain social media
- Act as an Account Executive on the small book of clients assigned to the Junior AE
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