Executive Assistant - Sales Department
About the Role
Wing Assistant is looking for a proactive and organized Sales Assistant to support sales initiatives, sales tracking, and the daily coordination needs of the Sales Department.
Reporting to the Head of Sales and working closely with Maria, our Pipeline Manager, this person will help maintain accurate sales updates, follow through on action items, and coordinate tasks that keep sales opportunities moving. The role requires strong attention to detail, consistent follow-up, and the ability to turn instructions into completed work with minimal supervision.
Key Responsibilities
Sales Initiatives and Execution
- Support the Head of Sales in organizing and executing sales initiatives, projects, and departmental priorities.
- Break assigned initiatives into clear tasks, owners, and deadlines, and track progress through completion.
- Prepare sales materials, presentations, and supporting documents as needed.
- Coordinate with relevant teams to gather information and complete sales-related requirements.
- Flag delays, missing inputs, and items requiring the Head of Sales' attention.
- Maintain accurate sales trackers, CRM records, and activity reports.
- Track lead and opportunity updates, scheduled calls, pending proposals, and follow-up commitments.
- Consolidate updates from sales team members and highlight overdue actions or missing information.
- Prepare daily and weekly summaries covering sales activity, progress, blockers, and next steps.
- Help keep sales data consistent across reports and internal systems.
- Work closely with Maria to support the tracking and follow-up of accounts across pipeline stages.
- Follow up with assigned account owners for status updates and outstanding actions.
- Document next steps, responsible owners, and target completion dates.
- Assist with handoffs between Sales, Talent Acquisition, Training, Onboarding, and Customer Success.
- Escalate stalled accounts, incomplete handoffs, and unresolved dependencies to Maria or the Head of Sales.
- Organize sales meetings and prepare relevant updates and discussion points.
- Record decisions and action items, distribute meeting notes, and follow up on commitments.
- Assist with scheduling client calls, internal discussions, and sales reviews.
- Maintain organized sales documentation, templates, and process guides.
- Identify practical ways to improve tracking, communication, and follow-through.
Sales Tracking and Reporting
Pipeline Coordination Support
Sales Team Coordination
Qualifications
- At least 2 years of experience in sales support, sales coordination, operations coordination, or a similar role.
- Experience maintaining sales trackers, updating CRM records, and preparing reports.
- Strong organizational skills and attention to detail.
- Excellent written and verbal English communication skills.
- Confidence in following up with stakeholders and escalating delays professionally.
- Ability to manage multiple priorities and complete tasks with minimal supervision.
- Proficiency in Google Workspace or Microsoft Office, particularly spreadsheets and presentations.
- Discretion when handling confidential client and business information.
- Experience in staffing, outsourcing, virtual assistant services, SaaS, or a similar service business.
- Familiarity with sales pipelines, account handoffs, and coordination across departments.
- Experience using project management tools such as ClickUp or Asana.
- Ability to use AI tools for drafting, meeting summaries, and reporting while checking accuracy.
Preferred Qualifications
As published by lever · 16 questions · 1 written answer
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn Profile URL
Short answers (5)
- Current Monthly Salary/Compensation (USD)
- Expected Monthly Salary/Compensation (USD)
- Current Location (City, Country)
- Who referred you to this position? Enter their first and last name here. optional
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- What is your current availability to start? optional
- What experience level do you have for this position? optional
- How did you hear about this job? optional
- Have you worked for Wing Assistant before?
- . Are you available to work during the US timezone required for this position?
- Wing Assistants are enrolled in a screen monitoring program for Quality Assurance purposes. Are you okay with this arrangement?
- Are you open to helping clients with standard virtual assistant/admin tasks in addition to the specialized tasks associated with this role?
- Would you be willing to make phone calls on behalf of the client, as needed, if required?
- Are you willing to take on additional responsibilities and allow your role to evolve based on your skillset, previous experience, and the needs of the client to ensure a successful working relationship?
- Which industries have you worked in? (Select all that apply.) optional
Written answers (1)
- Desired salary per month (in your local currency):