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0-4 Years
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Job Description

We are looking for a proactive and detail-oriented Sales Assistant to work closely with the Sales Leader and support all sales-related activities. This role is ideal for someone who enjoys multitasking, working behind the scenes to enable sales success, and acting as a trusted right-hand support to senior leadership.

The Sales Assistant will help with prospecting, CRM management, reporting, administrative tasks, and day-to-day coordination, ensuring the sales team operates efficiently and effectively.

 Key Responsibilities 

Sales & Lead Support

  • Assist with outbound sales campaigns via email, LinkedIn, and calling.
  • Prepare and send cold outreach and follow-up sequences.
  • Reconnect with old leads and dormant prospects through calls, emails, and LinkedIn.
  • Follow up with prospects for pending approvals, documents, and next steps.
  • Maintain a daily activity tracker for calls, emails, and meetings
  • Assist in preparing pricing quotes, proposals, and contracts.
  • Support sales forecasting by keeping pipeline data clean and up to date.
  • Support prospect research and list building.
  • Assist in scheduling sales meetings and follow-ups.
  • Track opportunities and update sales pipelines.

CRM & Reporting

  • Maintain and update CRM records accurately.
  • Ensure all leads, activities, and notes are properly logged.
  • Build basic sales reports and metrics
  • Track KPIs such as leads, conversions, pipeline value, and follow-ups.
  • Updating and maintaining the Sales Document repository

Administrative & Executive Support

  • Act as a close aide to the Sales Leader in daily activities.
  • Manage calendars, meeting notes, task tracking, and reminders.
  • Prepare presentations, proposals, and internal documents.
  • Coordinate with internal teams (marketing, delivery, finance) as required.

Communication & Coordination

  • Handle email communication and basic client coordination.
  • Follow up on action items from meetings.
  • Assist in preparing sales decks, pricing sheets, and documents.

 

Required Skills & Qualifications

  • Bachelor's degree in any discipline.
  • Fast learner with a positive attitude and problem-solving mindset.
  • Highly organized, detail-oriented, and dependable.
  • Strong written and verbal communication skills.
  • Basic to good knowledge of MS Office (Excel, Word, PowerPoint, Outlook).
  • Comfortable working with CRM systems (or willing to learn quickly).
  • Flexible to work in odd hours when required.

 

Preferred (Nice to Have)

  • Prior experience in sales support, admin, or customer coordination roles.
  • Basic understanding of B2B sales processes.
  • Experience with tools like Dynamics CRM, Salesforce, or similar CRMs.

Bachelor Of Technology (B.Tech/B.E), Masters in Technology (M.Tech/M.E), PGDM

About Company

About Congruent
Congruent is a global IT services company with 25 years of experience specialized in providing IT consulting services on Salesforce and Microsoft technologies. Headquartered in Washington, USA, with a huge offshore development facility in Chennai, India, Congruent supports many Fortune 500 companies like 3M, Premera Blue Cross, Starbucks, Council on Foreign Relations, Daktronics, Fanatics and Maldives Airport. The unique combination of industry knowledge, real - world experience and cost - effective service offerings has lifted Congruent to evolve as one of leading technical solutions providers in Washington State. Evidencing the fact said, Congruent has been recognized by Puget Sound Business Journal as one of the top 100 fastest growing private companies in Washington State for five years in a row and has been selected by Washington CEO magazine as one of the 25 best small companies to work for in Washington State.

Please visit www.congruentsoft.com

Job ID: 153059675

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