Sales and Operations Assistant

We are seeking a detail-oriented and proactive Sales & Operations Assistant to join our team. The ideal candidate will assist in various sales and operational tasks to ensure smooth business processes and efficiency. This role offers an opportunity to work in a dynamic environment where you can contribute to the growth and success of the organization.

Role Description

This is a full-time on-site role. The Sales & Operations Assistant will be responsible for daily customer service, communication between Sales and Operations Teams, sales & operations activities, Office errands.

Qualifications:

· Strong customer service and communication skills

· Organizational skills, including the ability to prioritize tasks and manage time effectively

· Complete CRM management for all leads, clients, and related matters.

· Sales lead research to help generate new opportunities for the business.

· Complex email management and communications

· Meeting/event preparation, set-up and follow-up, including presentation proofing and edits

· Attend meetings as required, take minutes, and ensure action item follow-up

· Prepare expense reports, and approve direct reports expenses

· Coordinate, prepare for and support meetings, both telephone and in-person

· Special projects as requested

· Assist in all personal matters including acting as liaison with family members, personal assistant.

· Must be able to work flexible hours which includes mindfulness during evenings and weekends

· Ability to work well in a team and take initiative

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Weekends as needed

Experience:

• Microsoft Office: 3 years (Required)

Ability to Commute:

• Mount Vernon, NY 10550 (Required)

Ability to Relocate:

• Mount Vernon, NY 10550: Relocate before starting work (Required)

Work Location: In person