Position: Executive Assistant for Sales Manager #8306
Company: Lohika
Category: Other
Experience required: 2y
English level: upper

MAIN TASKS AND RESPONSIBILITIES:
Under direction of Sales Leader, ensure Salesforce is kept up-to-date:
  Fields tracked for the Key Performance Indicators (KPIs) are populated/updated
  Opportunity fields are kept current (ie close dates & probabilities, etc
  Account and Contact fields for Prospects and Clients are correctly populated and updated as needed
  Ensure correct Account and Contact ownership
Client Gifts
  Order, track, and confirm receipt
Expenses
  Manage the Sales Leaders’ expense reports
Scheduling
  Assist with scheduling meetings for the Sales Leader (internal and external)
Meeting Notes and Communication
  Format/’clean up’ Sales Leader’s meeting notes and post in Salesforce
  Log relevant client communications from various channels in Salesforce
Client Proposals
  Under the Sales Leader’s direction, update powerpoint slides for Client proposals
Budget Estimates
  As needed for some Clients, support the Sales Leader with monthly billing estimates and budgeting
Documentation Tracking and Storage
  Ensure all relevant Prospect and Client related documents are filed correctly
LinkedIn
  Maintain the Sales Leader’s lead lists in LinkedIn Sales Navigator

EDUCATION, SKILLS AND EXPERIENCE:
MUST HAVE:
Excellent written and verbal English skills
Experience using Salesforce (or other CRM software)
Minimum 2+ years prior experience in an Executive Assistant/Administrative Support role, ideally in a sales organization/for a sales team
Experience with an IT services company would be preferred
Experience creating and working with excel and Powerpoint preferred
Experience with Microsoft Office Suite (Outlook, Teams, Sharepoint) preferred
Preference for flexible working hours to maximize overlap with US West Coast (PST)