Sales Traffic Assistant
- Job Title
- Sales Traffic Assistant
- Job ID
- 27762854
- Location
- Irvine, CA, 92606
- Other Location
- Description
-
Position Overview
The Sales Traffic Assistant provides high-level administrative and operational support to the Sales Managers and the broader sales team. This role is ideal for a detail-oriented, proactive professional who thrives in a fast-paced environment and can manage a wide range of responsibilities. The Sales Traffic Assistant plays a key role in streamlining communication, keeping initiatives on track, and ensuring the sales organization runs smoothly. Acting as a central point of coordination, this position supports the Sales Manager, sales staff, internal departments, and external stakeholders.Key Responsibilities
Executive Support
- Manage and maintain the Sales Managers calendars and appointments.
- Prepare presentations, reports, and supporting documentation for meetings.
- Track activities, pipelines, and follow-up tasks for sales representatives.
- Generate regular reports on sales progress, opportunities, and performance trends.
- Monitor deadlines for quotes, proposals, and client communications to ensure timely completion.
- Monitor key sales and operations reports (e.g., Quote Aging, Jobs on Hold, Past Due Dispatch) to flag delays, missed opportunities, or pipeline bottlenecks.
- Coordinate with sales team members to ensure timely follow-up on open quotes, expired proposals, and pending customer actions.
- Manage correspondence and communications on behalf of the Managers.
Sales Operations Support
- Assist with preparation and tracking of forecasts, KPIs, and pipeline reports.
- Maintain and update CRM records with accuracy and consistency.
- Facilitate cross-departmental collaboration to ensure smooth handoffs between sales, operations, production, purchasing, installation department and finance.
- Organize pre-planning meetings, prepare agendas, and distribute updates.
- Monitor new project reports to ensure all required documentation is collected and projects are set up accurately.
- Coordinate sales projects, tracking milestones and progress.
Team Coordination
- Schedule, organize, and support internal meetings, training sessions, and sales events.
- Monitor and follow up on action items and deadlines from team meetings.
- Serve as a direct point of contact between sales staff, supporting departments (estimating, production, project management), and the Sales Managers.
- Review and follow up on dispatch and shipping logs (e.g., Past Due Dispatch) to resolve shipment or timeline delays.
- Send periodic reminders to review upcoming shipping and production deadlines to support staffing and financial planning.
- Act as liaison between the Sales Managers and the sales organization.
Client & Partner Relations
- Assist with client communications, proposal creation, and follow-up.
- Oversee the flow of quotes through to order entry, ensuring accuracy and completeness.
- Communicate with sales staff to confirm customer approvals, required documentation, and order handoff to operations.
- Escalate potential delays or issues in order processing proactively.
- Conduct periodic audits for signed quotes and customer POs to ensure alignment with quoted terms and SOP compliance; escalate discrepancies as needed.
- Support logistics for client visits, meetings, and presentations.
- Handle client information with professionalism, discretion, and confidentiality.
Qualifications
Education & Experience
- Bachelor’s degree in Business, Sales, Marketing, or related field preferred.
- Minimum of 2 years in administrative or sales support roles; executive support experience preferred.
Skills & Competencies
- Strong organizational and multitasking ability with sharp attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM platforms (Salesforce or equivalent).
- Self-starter with the ability to work independently and anticipate needs.
- Demonstrates discretion, professionalism, and the ability to handle sensitive information effectively.
What We Offer
- Competitive salary and comprehensive benefits package.
- Opportunities for career growth within the sales and business development team.
- Exposure to high-level strategy and operations in a dynamic, fast-paced sales environment.
- Pay Range
- $20.00 Hourly to $28.00 Hourly