The Sales Associate provides critical support to the Sales Manager in achieving sales objectives by managing administrative tasks, lead generation, and client follow-up. The role involves generating leads through networking and attending industry events, maintaining client relationships, and assisting with proposal preparation and CRM management.
- Follow-ups: Send follow-up emails or messages to leads and clients, ensuring timely responses.
- CRM Management: Update and maintain the CRM with new leads, client information, and interaction history.
- Proposal Preparation: Assist in drafting and sending proposals to potential clients.
- Scheduling Meetings: Coordinate and schedule meetings with clients, prospects,and partners.
- Client Queries: Handle routine client inquiries or escalate them as needed.
- Feedback Collection: Gather feedback from clients to help improve products/services.
- Competitor Analysis: Monitor competitors’ activities and report any significant developments.
- Industry Trends: Keep track of industry news and trends to provide insights and identify opportunities.
- Document Management: Organize and manage files, contracts, and important documents.
- Invoicing and Payments: Prepare and send invoices, follow up on payments, and manage billing.
- Task Prioritization: Help prioritize your tasks and remind you of deadlines and important meetings.
- Sales Metrics: Track sales metrics such as conversion rates, lead generation success, and client engagement.
- Reporting: Prepare daily or weekly reports on key performance indicators (KPIs) to monitor progress.
- Learning Initiatives: Stay updated on new sales techniques, tools, and industry knowledge to bring fresh ideas.
- Skill Development: Participate in relevant training sessions or webinars and share insights with the team
- Lead Generation