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We are looking for a detail-oriented Sales Assistant to support our team in Monterey, California. This contract-to-permanent position is ideal for someone eager to contribute to a dynamic sales environment while ensuring the accuracy and organization of sales and customer data. The role involves close collaboration with sales, operations, and leadership teams to maintain data integrity and streamline processes.
Job Responsibility:
Cleanse, reconcile, and maintain sales and customer data across multiple systems to ensure accuracy and consistency
Identify and resolve discrepancies, duplicates, and missing information within data records
Support data alignment efforts between sales, finance, and customer records
Assist in data entry, updates, and validation tasks for sales and operational teams
Generate basic reports and spreadsheets to monitor data accuracy and progress
Document processes, standards, and updates related to data management
Provide administrative support for sales operations, including organizing customer data and preparing reports
Execute ad hoc tasks related to data organization and reporting as needed
Requirements:
Strong attention to detail and ability to maintain high levels of accuracy
Proficiency in Microsoft Excel, including sorting, filtering, and basic formulas
Familiarity with systems such as Epicor, HubSpot, or similar CRM platforms
Excellent organizational and time management skills
Ability to handle sensitive and confidential data appropriately
Clear and detail-oriented written and verbal communication skills
Previous experience in sales operations, data administration, or administrative support
Background in data reconciliation and familiarity with customer and sales lifecycle processes
What we offer:
medical, vision, dental, and life and disability insurance