Salesforce CRM & Sales Support Executive

Job Responsibilities:

• Manage end-to-end Salesforce.com activities.
• Ensure timely and accurate logging of all leads, opportunities, and follow-ups.
• Maintain and update dashboards and pipeline reports for real-time visibility.
• Set up automated reminders, tasks, and alerts for the Sales Director and sales team.

Sales Director Support:

• Draft emails, proposals, and reports on behalf of the Sales Director.
• Prepare client-ready presentations and documentation using Salesforce data.
• Act as a control tower to monitor and coordinate all sales activities.

Data, Reports & Formatting:

• Generate and distribute weekly/monthly pipeline and activity reports.
• Format proposals, offers, and presentations for professional client delivery.
• Audit sales data quality and resolve inconsistencies proactively.

Efficiency & Automation:

• Utilize ChatGPT and AI tools to automate email drafting, report generation, and follow-up communications.
• Optimize Salesforce workflows for improved usability and efficiency.

General Administrative Support:

• Manage calendars, meeting schedules, and reminders for the Sales Director.
• Coordinate between inside sales, engineering, and partners/customers.
• Track commitments and deadlines with high attention to detail.

Key Performance Indicators (KPIs):

• 100% of sales data logged into Salesforce daily.
• Zero missed follow-ups or action items for the Sales Director.
• Accurate and timely submission of weekly status and pipeline reports.
• Demonstrated improvement in sales team productivity and time efficiency.