Sales Operations Associate - Behind The Scenes Studio

Sales Administration & Coordination

• Assist in the preparation of sales materials, proposals, and presentations for client pitches.
• Initiate invoicing process on Intuit Quickbooks.
• Maintain a directory of customer contact information including mobile number and email.
• Create workspaces or boards in required applications, specifically AdNova workspace, addition of members to AdNova, creation of Slack internal and ongoing channels, Clickup folder and board and addition of Clickup users.
• Coordinate with internal teams (Creative, Accounts, and Information Systems) to facilitate project execution post-sale.
• Track and follow up on sales leads, ensuring timely responses and updates.
• Research on upcoming prospects prior to Discovery calls and provide research packet to partner salesperson.
• Ensure completeness of contracts and associated documentation per customer.
• Ensure signatories of contract are authorized by requesting for secretary’s certificate or similar documents.

Client Communication & Support

• Schedule and coordinate sales checkpoint meetings (monthly  for agencies, bi-weekly for operators), calls, and follow-ups between clients and the sales team.

Data & Reporting

• Generate sales reports, dashboards, and performance metrics to track team success.
• Analyze trends in sales performance and customer feedback to identify areas for improvement.
• Assist in preparing forecasting and pipeline reports for leadership review.

Process Improvement & Support

• Identify opportunities to improve sales workflows and enhance efficiency.
• Maintain sales documentation, templates, and knowledge bases for consistency.
• Support the development of training materials for sales team members.

Requirements

Qualifications & Skills:

• Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
• 1-3 years of experience in sales support, customer service, or administrative roles.
• Strong organizational and multitasking skills, with high attention to detail.
• Proficiency in CRM software (HubSpot, Salesforce, or similar) and Microsoft Office/Google Workspace.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Problem-solving mindset with a customer-first approach.