Sales Assistant
INDEX Corporation, Noblesville, IN, United States
We are seeking a detail-oriented and proactive Sales Assistant to support our inside and outside sales teams! This role plays a key part in ensuring smooth sales operations, accurate documentation, and a high-quality customer experience.
Key Responsibilities
Support inside sales operations through workflow coordination and adherence to prioritization standards Ensure consistency and quality in proposal preparation and finalization Assist outside sales teams with CRM management, order preparation, and documentation Provide project management support, including order confirmations and change management activities Accurately enter and manage sales orders within the ERP system in a timely manner Act as the CRM key user, including maintaining and developing work instructions Coordinate incoming orders to ensure complete documentation and efficient cross-functional processing Prepare and document opportunity data ahead of technical sales meetings Support planning and execution of customer visits to ensure a professional experience Engage with customers during visits and events to strengthen relationships Assist in coordinating trade shows, conferences, and industry events Monitor and maintain accuracy of sales forecasts and reporting tools Manage and reconcile online inventory data Maintain organized digital and physical records in compliance with ISO standards Qualifications
Strong organizational and time management skills Excellent attention to detail and accuracy Proficiency in Microsoft Office (Excel, Word, PowerPoint) Experience with CRM and ERP systems preferred Strong communication and interpersonal skills Ability to manage multiple priorities in a fast-paced environment
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Support inside sales operations through workflow coordination and adherence to prioritization standards Ensure consistency and quality in proposal preparation and finalization Assist outside sales teams with CRM management, order preparation, and documentation Provide project management support, including order confirmations and change management activities Accurately enter and manage sales orders within the ERP system in a timely manner Act as the CRM key user, including maintaining and developing work instructions Coordinate incoming orders to ensure complete documentation and efficient cross-functional processing Prepare and document opportunity data ahead of technical sales meetings Support planning and execution of customer visits to ensure a professional experience Engage with customers during visits and events to strengthen relationships Assist in coordinating trade shows, conferences, and industry events Monitor and maintain accuracy of sales forecasts and reporting tools Manage and reconcile online inventory data Maintain organized digital and physical records in compliance with ISO standards Qualifications
Strong organizational and time management skills Excellent attention to detail and accuracy Proficiency in Microsoft Office (Excel, Word, PowerPoint) Experience with CRM and ERP systems preferred Strong communication and interpersonal skills Ability to manage multiple priorities in a fast-paced environment
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