Sales Assistant
Job Description
The Sales Assistant position is of extreme importance and value to the success of the Sales team. It is the Sales Assistant's duty to remove obstacles and alleviate tasks from the Sales Reps' plate so that Reps can have more capacity to focus on selling and getting in front of potential clients.
Problem solving, rapid decision-making, confidence, creativity, and a self-starter attitude are a must in this role. Excellent time management skills required as there will be a wide variety of duties at hand, ranging from large to small projects.
Knowledge and experience within the Real Estate / Title Industry a plus.
Example duties :
Reporting / Analytics
- Compile data to track sales team results versus weekly, monthly, and quarterly goals
- Create and manipulate reports in Excel and similar platforms for Sales Managers
- Support Managers during Quarterly Reviews by preparing and presenting all relevant data to analyze Sales Rep's success
- Create and distribute several different reports on a daily and weekly basis
Physical Support
- Create Property Profiles upon request for Sales Reps
- Print marketing materials as needed
- Occasional design of simple pop-by tags, flyers, etc. using Canva
- Meet with Sales Reps to provide any organizational or back-end support needed to reach goals
- Distribute materials / swag between offices or to event sites
- Keep stock of supplies, marketing materials for each Branch
Coordination / Event Planning
- Work alongside Sales Manager to execute prospecting / client appreciation events
- Event Planning (Venue, Budgeting, Invite and CRM Tagging, Research / Hire vendors, Manage RSVP & attendee lists for all events)
- Assist Sales Reps in coordinating events such as CE Classes, Happy Hours, Lunch n Learns
- Communicate with event vendors when needed
- Be physically present at all events to set up, collect data on attendees, and tear down
- Schedule ongoing trainings of Sales Tools and educational resources
- Create RSVP links for any events that require registration and track responses
- Respond / react to updates requested on CRM contacts
- Track weekly activities through CRM (number of phone calls, emails)
- Create email templates for Sales Rep usage
Requirements
Proficiency Required :
MS Excel
Proficiency Beneficial :
- Canva
- Zoho
- Any CRM database
- Adobe
- Loom
Benefits
Benefits
- BCBS of TX - 100% Coverage for Employee on HDHP Plan
- BCBS Dental - 100% Coverage for Employee on Low Plan
- BCBS Vision - 100% Coverage for Employee
- 401(k) with up to 4% Employer match
- Employer paid Short-term Long-term Disability for employee
- Employer paid Basic Life / AD&D for employee
Requirements
Proficiency Required : MS Excel Proficiency Beneficial : Canva Zoho MLS Any CRM database Adobe Loom
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