We are seeking a proactive and detail-oriented Administrative Assistant with experience supporting sales and customer success functions. This role is ideal for someone who thrives in a fast-paced environment, understands client priorities, and excels at keeping operations, communications, and follow-ups running smoothly.
The ideal candidate is organized, responsive, and service-driven, with the ability to anticipate needs, support revenue-generating teams, and enhance the overall client experience.
Key Responsibilities
Administrative & Operational Support
Provide day-to-day administrative support to sales and customer success teams
Manage calendars, meetings, agendas, and follow-ups
Prepare reports, presentations, proposals, and internal documentation
Maintain accurate records, files, and databases (CRM, spreadsheets, client logs)
Sales & Customer Success Support
Assist with sales pipeline tracking, proposals, contracts, and renewals
Coordinate client onboarding materials and documentation
Support client communications, follow-ups, and service requests
Track customer interactions, action items, and deadlines
Help ensure timely responses to client inquiries and issues
Client & Communication Coordination
Serve as a professional point of contact for clients and internal stakeholders
Coordinate meetings, calls, and presentations with clients
Draft and review professional emails, summaries, and client communications
Support customer satisfaction initiatives and retention efforts
Required Qualifications
2+ years of experience in an administrative, sales support, or customer success role
Strong organizational and time-management skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Experience working with CRM systems (Salesforce or similar preferred)
High attention to detail and follow-through
Preferred Skills & Attributes
Customer-centric mindset with a service-oriented approach
Ability to manage multiple priorities with a sense of urgency
Comfortable working with sales metrics, pipelines, and reports
Discretion and professionalism in handling confidential information
Strong problem-solving and coordination skills
Bilingual (English/Spanish)
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