Sales Admin

Essential Duties and Responsibilities:

• Audit and validate sales workflows, proposals, and client engagement processes.
• Maintain SOPs, checklists, and QA documentation.
• Review CRM entries and pipeline reports for accuracy.
• Track and report key metrics (lead conversion, response times, onboarding timelines, client satisfaction).
• Audit client interactions for compliance with SOPs and brand standards.
• Identify gaps, recommend improvements, and support CRM/process automation.
• Develop and maintain a Client Contact Routing Matrix to triage inquiries (email, phone, Microsoft portal) and ensure correct assignment.
• Escalate delays or misrouting to relevant team leads.
• Manage the VPs calendar, meetings, and briefing materials.
• Draft and proofread proposals, presentations, and communications.
• Coordinate with internal teams and external partners for follow-ups.
• Organize travel, events, and stakeholder engagements.
• Handle sensitive and confidential information with professionalism.

Education and/or Work Experience Requirements:

• Bachelors degree in Business Administration, Marketing, or related field.
• 2 - 4 years of experience in business development support, executive assistance, or QA.
• Strong understanding of CRM systems, BD workflows, and client lifecycle management.
  Excellent communication, coordination, and documentation skills.
• Proficiency in Microsoft Office Suite, CRM platforms (e.g., Salesforce, HubSpot), and Microsoft Teams/Portal.
• High level of discretion, adaptability, and strategic thinking