Sales Assistant

The Sales Assistant provides administrative and operational support to the Sales & Marketing team. This role balances organizational skills, accuracy, and coordination to drive sales and customer experience. From accurate customer onboarding, ongoing CRM maintenance, event and meeting logistics, to sales operations, the Sales Assistant will work in a fast-paced environment. As a key member of the team, the Sales Assistant’s tasks provide the support such that the VP of Business Development, Account Directors, and Business Development Directors can focus on strategic customer engagement, revenue-generating sales activities, and other initiatives. Responsibilities: Manage New Customer Forms, including distribution, follow-up, verification, and data entry. Perform CRM data entry, record verification, maintenance, and ongoing data management to ensure accuracy and completeness. Support Account Directors by maintaining customer, prospect, and account information within company systems. Answer inbound inquiries and dispatch phone calls to the team. Schedule job walks, site visits, customer meetings, and internal meetings. Coordinate meeting logistics, invitations, agendas, and follow-up actions. Prepare ADs and BDDs for customer events, trade shows, and company events by ordering collateral, coordinating materials, creating checklists, packing items, and managing logistics. Register attendees for events and coordinate travel arrangements as needed. Conduct basic parts pricing research and administrative support activities. Assist with ordering equipment, including Erbessd equipment and related materials. Track purchase orders and perform follow-up with vendors, customers, and internal stakeholders regarding status updates and documentation. Coordinate and administer client-side setup activities and onboarding requirements. Pull and distribute reports for Account Directors, Business Development, and other departments as requested. Support Customer Experience initiatives through administrative coordination and project support. Prepare and submit expense reports and maintain receipt tracking and documentation. Maintain organized electronic and physical records, files, and supporting documentation. Prepare quotes in CMMS for resale or standard services. Provide general administrative, operational, and project support as assigned Expectations: Embrace EOS Culture and demonstrate Cornerstone values in all daily actions Maintain consistent and accurate records on all role activities in alignment with Cornerstone's way of working as directed in our procedures and policies Attend and actively participate in all Sales and Marketing meetings Portray a positive culture and attitude towards our customers and vendors to ensure long-term trust and partnership. Attain KPIs as directed by Cornerstone leadership Collaborate with internal departments and teams to ensure proper alignment and timely delivery of our services. One Team, One Cornerstone! Maintain flexibility and adaptability in response to changing priorities or business needs Communicate and be professional and courteous with customers, vendors, and internal team. Demonstrate accountability, ownership, and a customer-focused approach in all interactions and assignments. Exercise sound judgment when handling confidential or sensitive information. Ensure customer information, CRM records, reports, and documentation remain current and accurate. Work collaboratively with the internal team and external customers. Be able to balance multiple projects, including competing deadlines and priorities. Upkeep strong organization skills, supporting multiple team members. Requirements: Minimum of 3 years in supporting sales, marketing, or business development. Experience in MEP or industrial/manufacturing maintenance industries is a plus. Proven track record of results and accountability. Advanced proficiency with CRM and Microsoft Office (Outlook, PowerPoint, Excel, Word). Experience with a CMMS quote development platform (ServiceTrade, Zuper, or similar) is a plus. Ability to work in a fast-paced environment and manage multiple priorities. Excellent written and conversational communication skills. Eligibility to work in the United States without needing a work visa or residency sponsorship. Current, valid drivers license. Ability to stand, climb ladders, reach, and bend commensurate with job tasks. Ability to lift and carry 50-lbs. Employment Type: Full Time Bonus/Commission: No