Executive Assistant - Sales Department

Sales Tracking and Reporting

Maintain accurate sales trackers, CRM records, and activity reports.

Track lead and opportunity updates,

schedule

d calls, pending proposals, and follow-up commitments.

Consolidate updates from sales team members and highlight overdue actions or missing information.

Prepare daily and weekly summaries covering sales activity, progress, blockers, and next steps.

Help keep sales data consistent across reports and internal systems.

Pipeline Coordination Support

Work closely with Maria to support the tracking and follow-up of accounts across pipeline stages.

Follow up with assigned account owners for status updates and outstanding actions.

Document next steps, responsible owners, and target completion dates.

Assist with handoffs between Sales, Talent Acquisition, Training, Onboarding, and Customer Success.

Escalate stalled accounts, incomplete handoffs, and unresolved dependencies to Maria or the Head of Sales.

Sales Team Coordination

Organize sales meetings and prepare relevant updates and discussion points.

Record decisions and action items, distribute meeting

note

s, and follow up on commitments.

Assist with scheduling client calls, internal discussions, and sales reviews.

Maintain organized sales documentation, templates, and process guides.

Identify practical ways to improve tracking, communication, and follow-through.