Sales Assistant

General Summary: A nonexempt position responsible for supporting the Sales Account Manager and other team members across three core areas: sales support, new customer onboarding, and account administration. This is a support role that exists to help keep the sales operation running smoothly, a mix of internal administrative work and direct customer communication. You don’t need prior experience in vehicle titling, registration, or fleet compliance to succeed here. What we’re looking for is someone who is organized, detail-oriented, and comfortable performing administrative tasks behind the scenes and communicating directly and professionally with customers in writing and over the phone in conversation, when needed.

Essential Job Responsibilities:

Sales Support

• Maintain accurate, up-to-date records in the CRM (contacts, deal stages, follow-up notes, and correspondence)
• Prepare and update quotes, proposals, and sales presentation materials for the Sales Account Manager
• Assist with prospect research and lead follow-up to support the sales pipeline
• Coordinate scheduling for customer meetings, discovery calls, and internal sales activities

Customer Onboarding

• Coordinate new customer setup once a deal closes, including collecting and tracking required documentation (e.g., fleet asset lists, lien information, titling paperwork)
• Communicate directly with new customers during the onboarding process, answering procedural questions, following up on missing documents, and keeping the process on track
• Maintain onboarding checklists and ensure all required information is complete before accounts are handed off to processing

Account Administration

• Monitor existing accounts for registration renewal deadlines, compliance requirements, and outstanding action items
• Respond to routine customer inquiries via phone and email; escalate issues requiring judgment or negotiation to the Sales Manager
• Maintain organized, accurate account records and communication logs across the customer portfolio
• Track account status and flag items that need attention before they become time-sensitive problems

Required Skills and Abilities:

• Proficient in Microsoft Office, particularly Excel and Outlook; CRM experience a plus
• Strong written and verbal communication skills, comfortable corresponding with customers directly
• Highly organized, with the ability to manage multiple tasks and deadlines simultaneously
• Reliable and detail-oriented, follows tasks through to completion without needing frequent reminders
• No prior experience in vehicle titling, registration, or fleet compliance required

Education and Experience:

• High School graduate or equivalent education required, Two-year or Four-year undergraduate degree preferred.
• 1–2 years of administrative, sales support, or customer service experience preferred; strong candidates with less experience will be considered.

Equipment Operated, Working Environment, and Mental/Physical Requirements:

• Standard office equipment including computers, fax machines, copiers, printers, telephones, etc.
• Position is in a well-lighted, temperature controlled office environment. Typically, Monday through Friday workweeks. Occasional evening and weekend work could be necessary.
• Involves sitting approximately 90 percent of the day for long periods of time, walking or standing the remainder. Involves long periods of looking at a backlit computer monitor, concentrating and paying attention to details.