Sales Assistant

Sales Operations Assistant

Essential Job Duties and Responsibilities: The Sales Operations Assistant performs multiple tasks, collections, supporting sales staff with quote requests, booked jobs, and pending and ongoing projects. This will ensure the salesperson's ability to spend most of their time focusing on sales activities. Primary responsibility for the Sales Operations Assistant is to support the efficient operation of the sales department while also providing the accounting department with support.

• Assist or complete estimates requiring immediate attention while salespersons are in the field.

• Perform collection duties and document all collection related communication.

• Generate daily paperwork, such as work orders, vendor purchase orders, etc. and ensure that all pertinent information is noted, and all necessary documents are attached.

• Communicate with customers as requested regarding change orders, storage confirmations, new customer information packets, etc.

• Coordinate work order requirements (equipment, customer, labor) and communications with dispatch for digital job board.

• Administer the job packet process from collection of job packet documents through preparing packets for final review and submission to accounting department for customer invoicing.

• Create, update, and maintain documents and spreadsheets related to customers, project costs and special projects.

• Complete employee clearance/badging documents for secured job sites with the highest level of confidentiality.

• Apply for and obtain vehicle permits for oversized loads and/or cranes according to each state's requirements.

• Perform as liaison between the sales department and the accounting department and/or rigging operations department.

• Submit invoicing data, including job cost codes, for services performed while ensuring billing amounts comply with the schedule of values detailed within the customers' AIA documents.

• Track and maintain accuracy of sales projections within CRM system.

• Develop and update warehousing inventory spreadsheets and submit storage billing data monthly.

• Perform reconciliation and retention of employee credit card transactions and documentation per processes.

• Follow up on submitted estimates and document customer communications.

• Other sales responsibilities or ad hoc responsibilities as needed.

Requirements Must have knowledge in CRM, Data Processing, Salesforce Platform, Microsoft Office Suites, Microsoft Outlook, Construction Projects, Administrative Assistance Excellent MicroSoft Suites skills.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.