Sales Operations Administrative Assistant

Sales Operations Administrative Assistant

Requirements

• 2+ years of administrative or operations experience
• Exceptional organizational skills with strong attention to detail
• Proficiency in Microsoft Office Suite and ability to quickly learn new software
• Experience with or willingness to learn AI productivity tools and applications
• Outstanding written and verbal communication skills
• Demonstrated ability to manage multiple priorities and meet deadlines
• Process-oriented mindset with a focus on continuous improvement

Responsibilities

• Review and refine contracts, proposals, and agreements for accuracy and clarity
• Implement AI tools to streamline administrative workflows and increase team efficiency
• Support approval processes and documentation management
• Coordinate travel arrangements and expense reporting via Concur
• Organize resources and coordinate cross departmental coordination
• Support development and implementation of new processes to increase sales executive efficiency
• Identify opportunities to leverage AI for process automation
• Drive process compliance and follow-through with key stakeholders
• Execute daily, weekly, and monthly operational routines
• Assist in pipeline reports and CRM data updates
• Maintain KPI dashboards and performance metrics
• Develop custom reports for leadership decision-making
• Build and manage NetSuite searches and SmartSheet forms/reports
• Utilize AI-powered analytics tools to extract actionable insights from sales data

Preferred Qualifications

• Bachelor’s degree or equivalent experience
• Experience with CRM systems (Salesforce, HubSpot, etc.)
• Background in sales operations or sales support
• Familiarity with NetSuite, SmartSheet, or similar business tools
• Knowledge of AI-assisted workflow tools and automation platforms
• Experience implementing AI solutions to improve team efficiency