Sales Associate

The Sales Associate plays a vital support role within the Sales Department by assisting Workplace Consultants and the broader Transact Commercial Interiors team throughout all phases of the project lifecycle. This role helps drive efficiency, maintain organization, and support client satisfaction by managing key administrative, design, and pricing tasks. The Sales Associate is instrumental in creating seamless project transitions between sales, design, project management, and installation—ensuring projects move forward quickly and accurately across the finish line.

The ideal candidate is detail-oriented, proactive, collaborative, and passionate about learning the commercial furniture industry. This position offers a unique opportunity to grow in both sales and design knowledge while contributing to Transact’s mission of delivering exceptional client experiences.

It is helpful if the candidate holds a degree in Interior Design or a related industry and has knowledge of AutoCAD and/or CET software programs.

Essential Duties and Responsibilities:

• Assist Workplace Consultants with day-to-day project and client support.
• Create and maintain digital look books, visual presentations, and finish boards to support client meetings.
• Start projects in CORE, ensuring proper folder structure, documentation, and setup of client information.
• Attend client and internal meetings; document notes, decisions, and next steps accurately.
• Select finishes and fabrics in collaboration with the design team and manufacturer representatives.
• Support pricing and discounting activities, including creating quotes, tracking updates, and preparing client proposals.
• Learn and apply knowledge of contract furniture lines, materials, and COM (Customer’s Own Material) processes.
• Assist with budget creation and project tracking to ensure deadlines are met.
• Facilitate communication between internal departments—sales, design, and project management—to maintain project momentum.
• Build and maintain relationships with manufacturer reps to stay current on new products, lead times, and promotions.
• Support the team in accelerating project timelines, helping get projects 'across the finish line.'
• Participate in RFP preparation, client budgeting, and presentation materials as needed.
• Uphold and demonstrate Transact’s core values of Positivity, Creative Problem Solving, Teamwork, Expertise, and a Can-Do Attitude.

Preferred Knowledge, Skills, and Abilities:

• Strong organizational and multitasking skills.
• High attention to detail in formatting, branding, and specifications.
• Excellent written and verbal communication skills.
• Eagerness to learn product lines, fabrics, and pricing structures.
• Creative eye for design and visual presentation.
• Ability to manage deadlines and prioritize shifting project needs.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and ability to learn industry software (CORE, CET, CAP, AutoCAD).
• Positive, team-oriented, and motivated to contribute to Transact’s collaborative culture.

Professional Growth Path:

The Sales Assistant role provides hands-on exposure to sales strategy, design coordination, client communication, and project lifecycle management. With demonstrated initiative and performance, this role offers a pathway toward becoming a Workplace Consultant or Account Manager, depending on skill development and interest areas.

Work Environment and Physical Demands:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is usually moderate. While performing duties, the employee is regularly required to sit, talk, or hear; occasionally stand, walk, or stoop. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Transact Commercial Interiors maintains an in-office work environment. New employees are required to work in the office from 8:00 a.m. to 5:00 p.m., Monday through Friday, until they are fully trained and receive approval from their Director to work from home one day per week.

Core Values:

• We are CREATIVE PROBLEM SOLVERS – finding well-thought-out solutions for our clients’ business needs.
• We bring EXPERTISE – combining product knowledge with practical design insight.
• We are TEAM PLAYERS – collaborating across departments to get it done and make it look easy.
• We have a CAN-DO ATTITUDE – taking proactive ownership of challenges.
• We bring POSITIVITY – fostering a culture of encouragement, energy, and excellence.