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    Job · 14917935

    Congruent Solutions logo

    Sales Assistant

    Congruent Solutions · Chennai · onsite · Posted 51d ago

    Undisclosed1–3 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Job Summary

    We are looking for a proactive and detail-oriented Sales Assistant to work closely with the Sales Leader and support all sales-related activities. This role is ideal for someone who enjoys multitasking, working behind the scenes to enable sales success, and acting as a trusted right-hand support to senior leadership.

    The Sales Assistant will help with prospecting, CRM management, reporting, administrative tasks, and day-to-day coordination, ensuring the sales team operates efficiently and effectively.

    Key Responsibilities

    Sales Lead Support

    • Assist with outbound sales campaigns via email, LinkedIn, and calling.
    • Prepare and send cold outreach and follow-up sequences.
    • Reconnect with old leads and dormant prospects through calls, emails, and LinkedIn.
    • Follow up with prospects for pending approvals, documents, and next steps.
    • Maintain a daily activity tracker for calls, emails, and meetings
    • Assist in preparing pricing quotes, proposals, and contracts.
    • Support sales forecasting by keeping pipeline data clean and up to date.
    • Support prospect research and list building.
    • Assist in scheduling sales meetings and follow-ups.
    • Track opportunities and update sales pipelines.

    CRM Reporting

    • Maintain and update CRM records accurately.
    • Ensure all leads, activities, and notes are properly logged.
    • Build basic sales reports and metrics
    • Track KPIs such as leads, conversions, pipeline value, and follow-ups.
    • Updating and maintaining the Sales Document repository

    Administrative Executive Support

    • Act as a close aide to the Sales Leader in daily activities.
    • Manage calendars, meeting notes, task tracking, and reminders.
    • Prepare presentations, proposals, and internal documents.
    • Coordinate with internal teams (marketing, delivery, finance) as required.

    Communication Coordination

    • Handle email communication and basic client coordination.
    • Follow up on action items from meetings.
    • Assist in preparing sales decks, pricing sheets, and documents.

    Required Skills Qualifications

    • Bachelor s degree in any discipline.
    • Fast learner with a positive attitude and problem-solving mindset.
    • Highly organized, detail-oriented, and dependable.
    • Strong written and verbal communication skills.
    • Basic to good knowledge of MS Office (Excel, Word, PowerPoint, Outlook).
    • Comfortable working with CRM systems (or willing to learn quickly).
    • Flexible to work in odd hours when required.

    Preferred (Nice to Have)

    • Prior experience in sales support, admin, or customer coordination roles.
    • Basic understanding of B2B sales processes.
    • Experience with tools like Dynamics CRM, Salesforce, or similar CRMs.


    Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

    Sourced from naukri

    Skills

    Basicsupport executiveSales SupportDynamics CRMadministration executiveClient CoordinationSchedulingB2B SalessalesforceMS Office

    About Congruent Solutions

    Congruent Solutions logo

    Congruent Solutions

    Software Product

    269

    employees

    2000

    26 years old

    Chennai, Tamil Nadu

    India

    ₹6.7L PA avg

    Avg at Congruent Solutions

    About

    Congruent Solution is a leading software and retirement plan administration services provider.They help plan providers, TPA's deliver great CX to sponsors and participants.

    Industries

    Software ProductAdvertising / PR / Events

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    3.9

    Career growth

    3.8

    Work-life

    3.9

    Employees rate it well for

    Job Security38Compensation & Benefits37

    Find them on

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    Sales Assistant · waiting for your command