We are offering a permanent employment opportunity in downtown Santa Barbara for a Sales Assistant. As a Sales Assistant, you will play a crucial role in supporting an IT Sales team in a fast-paced environment. You will be responsible for a variety of tasks, including administrative sales tasks, customer service, and maintaining client satisfaction.
Responsibilities:
- Provide updates on contract renewals.
- Support ticket organization and resolution.
- Identify clients who have not engaged
- Develop targeted campaigns aimed at clients and warm leads.
- Conduct lead prospecting for opportunities.
Client Engagement and Research
- Monitor new members, send welcome emails, and schedule meetings.
- Perform research through platforms like LinkedIn and ZoomInfo to identify prospects.
- Investigate upcoming tradeshows, conferences, dates, and locations.
- Assist with integrating prospects into travel schedules and trip planning.
- Scan and organize attendee lists for events.
Tools and Operations Management
- Orum: Manage and organize contact call lists for the team. Update regularly.
- LinkedIn: Send connection requests, follow-ups, and InMails.
- HubSpot:
- Manage contacts (add phone numbers, emails, etc.).
- Create and update tasks.
- Revise and merge entries as needed.
Quotes and Order Management
- Prepare IQRs, quotes, and sales orders.
- Process RMAs (Return Merchandise Authorizations).
365 Email Coordination
- Respond to emails on behalf of others while maintaining their personal tone.
- Track logistics and follow up with clients, adding a personal touch.
Marketing and Outreach
- Write handwritten notes for clients and prospects.
- Distribute team newsletters and outbound communications.
- Build email-based BDR campaigns
Administrative Support
- Back up team members during OOO (out of office) time and when available, covering RMAs, tracking, and more.
- Complete forms such as MSAs, NDAs, new client/vendor/supplier documents.
• Proven experience in a sales environment, with a strong understanding of sales principles and customer service practices.
• Proficiency in tasks related to receptionist duties, such as managing appointments, greeting clients, and handling queries.
• Excellent skills in email correspondence, with the ability to maintain professionalism and respond promptly to customer inquiries.
• Experience in preparing and providing customer quotes, understanding the importance of accuracy and timeliness.
• A customer-centric mindset, with the capacity to understand and meet customers' needs effectively.
• Strong interpersonal and communication skills to build and maintain positive relationships with customers.
• Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
• A proactive approach to problem-solving, with the ability to handle customer complaints and issues effectively.
• Basic knowledge of CRM systems and databases.
• A team player with a positive attitude and high level of self-motivation.
• High school degree; BS degree in Marketing or related field would be a plus.
• Proficiency in tasks related to receptionist duties, such as managing appointments, greeting clients, and handling queries.
• Excellent skills in email correspondence, with the ability to maintain professionalism and respond promptly to customer inquiries.
• Experience in preparing and providing customer quotes, understanding the importance of accuracy and timeliness.
• A customer-centric mindset, with the capacity to understand and meet customers' needs effectively.
• Strong interpersonal and communication skills to build and maintain positive relationships with customers.
• Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
• A proactive approach to problem-solving, with the ability to handle customer complaints and issues effectively.
• Basic knowledge of CRM systems and databases.
• A team player with a positive attitude and high level of self-motivation.
• High school degree; BS degree in Marketing or related field would be a plus.