Sales Associate

Job Summary/Objective

• Sales Support & Pipeline Coordination

• Assist in executing sales activities for IT solutions (Cloud, Microsoft technologies, Infrastructure, Security)
• Support lead generation efforts through research, calls, and follow-ups
• Maintain and update CRM records for leads, opportunities, and account activities
• Track assigned opportunities and ensure timely follow-up actions
• Assist in preparing quotations, proposals, and presentations using approved templates
• Support pipeline tracking and ensure documentation completeness

• Prospecting & Lead Qualification Support

• Conduct initial prospect research and collect basic customer information
• Schedule meetings and calls for Sales team
• Follow up with prospects on requested documents or confirmations
• Record qualification information in CRM under guidance

• Customer Engagement Support

• Participate in client meetings for coordination and note-taking
• Communicate basic product and service information to small client groups
• Ensure timely response to routine customer requests

• Upselling & Account Support

• Identify basic cross-selling or upselling opportunities and share with Sales lead
• Support account follow-ups and renewal tracking
• Maintain organized records of client communications

• Collaboration & Internal Coordination

• Coordinate with Business Development for lead follow-up
• Liaise with Pre-Sales and Delivery teams to collect required inputs
• Track internal approvals and ensure documentation readiness
• Support smooth handover of confirmed deals to Delivery teams

• Reporting & Administrative Support

• Maintain accurate CRM data and sales activity logs
• Prepare routine weekly activity and pipeline reports
• Track deadlines for proposals, renewals, and approvals
• Organize and maintain sales documentation and records

Qualifications

• Education: Bachelor’s degree in business, Information Technology, Computer Science, or related field
• Experience: 1–2 years of experience in sales support, customer service, business development support, or related field
• General familiarity with IT solutions (Cloud, Microsoft technologies, Infrastructure, Security)
• Basic understanding of the sales cycle and customer engagement process
• Organizational skills with ability to manage multiple routine tasks
• Basic communication and interpersonal skills
• Ability to make presentations to small groups
• Familiarity with CRM tools (Zoho, Microsoft Dynamics, or similar)
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Strong attention to detail and follow-up discipline