Sales Assistant
Sales Assistant
Job Description:
The Purpose of Your Role as a Sales Assistant
The Sales Assistant provides administrative, reporting, research, and coordination support to the Regional Sales Leader and regional sales team. This role improves sales team efficiency by maintaining accurate sales information, preparing reports and meeting materials, coordinating activities, supporting Salesforce data quality, and tracking follow-up items and commitments.
Sales and Operations Coordination:
Coordinate administrative activities and information flow among sales, operations, project teams, marketing, finance, dispatch, and other internal partners.
Gather information and prepare materials for turnover meetings, post-mortems, quote-to-job reviews, contracts, and other sales/operations activities; take notes and track follow-up items when requested.
Lead, Account, Proposal, and Contract Administration:
Track incoming leads from dispatch, the company website, and other sources; route leads to the appropriate sales representative based on leadership direction and support follow-up.
Maintain proposal tracking information, including customer, job, close date, sent date, age, next steps, and won/lost results and reasons, and gather contract information for appropriate review.
Salesforce, Pipeline, Forecasting, and Reporting:
Run and distribute pipeline, proposal, forecasting, trailing pipeline, and other sales reports.
Review information for outdated opportunities, past-due close dates, incomplete records, and other data-quality concerns, and process approved updates to sales assignments, customer information, locations, branches, close dates, and self-generated opportunities
PAR and Sales Meeting Preparation:
Prepare performance and activity review materials using dashboard information, including month-to-date and year-to-date results against goal, 90-day commitments, and pipeline information.
Update presentations with updated data
Sales Resources, Research, Events, and Marketing Support:
Maintain organized and current sales resources in Teams, OneDrive, and shared folders, including playbooks, sales processes, onboarding materials, training resources, certificates of insurance, and customer setup documents.
Pull requested prospect information from available research tools,
Maintain networking association information
Assist with coordinating customer events
Partner with Marketing to order and organize sales materials.
Onboarding, Recognition, and General Sales Support:
Coordinate administrative onboarding activities for new sales employees, including schedules, system-access requests, sales cohort details, and travel coordination.
Support Salesperson of the Quarter and Salesperson of the Year recognition by compiling performance information, collecting team feedback, and coordinating awards, gift cards, and presentation materials
What were looking for in you
High school diploma required
Associates/Bachelors degree preferred in Business Sales, Marketing, Communications, or a related field
2+ years of administrative, sales support, customer service, operations support, or related experience
Proficiency with Microsoft 365 applications, including Outlook, Excel, PowerPoint, Teams, and OneDrive
Experience working with dashboards, spreadsheets, shared document libraries, and presentation materials
Basic understanding of sales pipeline, proposals, forecasting, and CRM data quality
Your life at Harris
As one of the country's leading mechanical contractors, Harris offers you the best of both worlds: the stability, resources and opportunities of a national company, and the team culture, creative spirit and customer loyalty of a local business. If you thrive on variety and new challenges, we want to meet you!
From stadiums to manufacturing facilities, power plants to hospitals, concert halls to classrooms, we handle projects of all sizes and complexity from multiple regional locations across the country.
Harris Benefits + Compensation
Medical, dental, vision, and life insurance
401K with company match
Vacation time, sick time, and paid holidays
Paid Parental leave
Short-Term Incentive Plan
Visit our Careers Page for additional benefit details: https://www.harriscompany.com/careers/employee-benefits-at-a-glance
Pay Range:
$19.42 - $29.14The actual salary offer will vary by candidate based on a wide range of factors such as specific skills, qualifications, experience, and location.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Equal employment opportunity, including veterans and individuals with disabilities.
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