Executive Sales Assistant jobs in United States
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CSI Leasing, Inc. · 2 days ago

Executive Sales Assistant

CSI Leasing, Inc. is one of the largest independent equipment leasing companies in the world, providing financial solutions and asset management services. The Executive Sales Assistant role involves supporting the sales team and key customers, managing pricing quotes, and providing administrative support to account executives while ensuring effective communication across departments.

Information TechnologyLeasing
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Work & Life Balance

Responsibilities

Prepare and manage pricing quotes for prospective and existing customers and track open sales opportunities through completion
Support sales transactions by preparing documentation, submitting internal requests, and reviewing invoices for accuracy
Assist customers with equipment returns and resolve related questions or issues
Conduct customer and business record research using internal and external databases
Review sales portfolios and customer accounts to identify upcoming renewals, expirations, or opportunities for follow-up
Assist in day-to-day tasks and urgent requests that come through from the sales team and other departments
Provide administrative support to various account executives, including calendar management, travel coordination, meeting scheduling, and activity tracking in CRM systems
Provide accurate data entry and database management
Become the ‘go-to- person for all US sales administration matters
Some travel may be required, less than 20%

Qualification

Sales operations experienceExcel proficiencyData analysis skillsSalesforce experienceCommunication skillsAdministrative supportTime managementTeam playerAttention to detailConfidentiality

Required

Four or more years of experience in an administrative role reporting directly to upper management
Excellent written and verbal communication skills
Strong time-management skills and an ability to organize and coordinate multiple concurrent projects
Proficiency with office productivity tools and an aptitude for learning new software and systems
Flexible team player, willing to adapt to changes and unafraid of challenges
Ability to maintain confidentiality of information related to the company and its employees
Microsoft Office Suite, with intermediate to advanced experience with Excel
Ability to work remotely and maintain motivation to get the job done
Must be able to show initiative in making informed decisions and manage multiple and conflicting tasks
Ability to own processes and take pride in continuous improvement to ensure our sales team is supported and their needs are met
Strong attention to detail for accurate data entry

Preferred

Experience or good understanding of Salesforce

Benefits

Medical, dental, and vision coverage for you & your family
Virtual medical and mental health care coverage
Pre-tax medical & dependent care flexible spending accounts
Health Reimbursement Arrangement
Company matched 401(k) retirement savings account
Company-paid short & long-term disability and life insurance
Employee Assistance Program
Paid Time Off
Hybrid work schedule
On-site fitness center
Wellness program
Company events

Company

CSI Leasing, Inc.

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Customers turn to CSI for superior service from industry experts.

Funding

Current Stage
Late Stage

Leadership Team

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Steve Hamilton
Chairman & CEO
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Brian Wahoff
Senior Vice President and Chief Information Officer
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Company data provided by crunchbase