Analyze consumer behavior, sales performance, and market trends to shape go-to-market recommendations, support eProcurement initiatives, and keep cross-functional strategic projects moving.
Executive Sales Assistant
📜 Description
- Coordinate open deals across Legal, Finance, and Logistics to secure approvals and move contracts forward.
- Handle internal questions and requests so Account Executives can focus on sales activities.
- Draft proposals and RFQs, and support initial solution design and device mapping.
- Prepare complete documentation and client context for Closed Won handoffs to Customer Success.
- Maintain accurate CRM records, log meeting notes, map stakeholders, and document follow-ups within 24 hours.
- Manage client scheduling and document routing; identify process bottlenecks and maintain reusable sales assets.
🛠️ Requirements
- 3-5 years in sales support, deal desk, sales operations, or complex project coordination.
- Experience in B2B SaaS, technology, or complex hardware/software sales with long sales cycles.
- Expert CRM proficiency; HubSpot preferred.
- Experience drafting complex proposals, SOWs, or technical quotes.
- Strong project management skills, including coordinating logistics, handoffs, and technical support for complex deployments.
- Excellent English communication skills and ability to work across departments and with enterprise clients.
Full job description
Position Type: Full Time
Location: Philippines (Remote)
Schedule: Monday to Friday, flexible working hours required overlap with AEs
About the Company
Our client is a mission-driven leader in the healthy building industry, dedicated to the science of human health and the transformation of the built environment. Driven by a belief that every building should actively promote well-being, they challenge the status quo by providing the tools necessary to move beyond basic air quality monitoring and create spaces where people truly thrive. Known for their refusal to accept "good enough" standards, they are dedicated to providing a complete, integrated solution that combines advanced hardware, innovative software, and expert guidance. By uniting environmental monitoring with sophisticated data analytics, they empower building engineers and workplace leaders to elevate the human experience, foster healthy workplaces, and boost building performance all at once.
About the Role
As an Executive Sales Assistant, you will be the operational engine and project manager behind our sales team. Your mission is to "ruthlessly protect the time" of the Account Executives, anticipating needs and managing the complexities of the sales cycle—from CRM management to cross-functional wrangling—to ensure the sales team remains 100% focused on client-facing strategy and closing. This role plays a key part in maintaining the company’s reputation for execution and efficiency, ensuring that no high-value deal stalls and every complex process is driven seamlessly over the finish line.
Responsibilities
Cross-Functional Deal Orchestration
Act as the primary project manager for all open deals in the pipeline. Coordinate directly with Legal, Finance, and Logistics to secure approvals and push contracts forward.
Intercept internal questions from other departments (Customer Success, Logistics) so the AEs aren't distracted by non-sales pings.
Draft initial drafts for proposals, and RFQs based on AE guidance. Perform initial solution design and device mapping.
Manage the "Closed Won" process effortlessly. Ensure all documentation and client context is perfectly packaged and handed over to the Customer Success team.
CRM & Pipeline Integrity
Maintain 100% accurate and up-to-date deal information. You ensure deal stages, close dates, and PO numbers reflect reality.
Log discovery notes, map out stakeholders, and document key follow-ups within 24 hours of an AE's meeting.
Administrative Leverage & Process Optimization
Manage all client-facing logistics for scheduling, document routing, and tracking.
Proactively identify bottlenecks in the sales execution process and work with the Head of Enablement to build and maintain a library of reusable sales assets (proposal templates, FAQ docs, process matrices) to help the team move faster.
Competencies and Qualifications
Must-Have
A minimum of 3-5 years in a fast-paced sales support, deal desk, sales operations, or complex project coordination role.
Demonstrated experience within a B2B SaaS, tech, or complex hardware/software company with long sales cycles is mandatory.
Expert-level proficiency in a CRM (HubSpot is preferred).
Provable experience drafting complex proposals, SOWs, or technical quotes.
Exceptional project management skills: You have a demonstrated ability to own the post-sales lifecycle. You know how to coordinate on-site logistics, manage handoffs, and align technical support teams to keep complex deployments perfectly on track.
Excellent English communication skills: You must be able to confidently manage peer relationships across departments and communicate professionally with enterprise clients.
Application Process
We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.
Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.
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