Sales Associate

Sales Associate

The Sales Associate is responsible for providing operational and administrative support to the Account Executive Industry Team Lead, ensuring smooth day-to-day activities, accurate recordkeeping, Project support and cross functional Coordination. This role plays a critical part in enabling Client Development Leads to focus on client engagement and revenue generation by managing the administrative tasks that drive efficiency.

Key Responsibilities

1. Sales Operations & CRM Management

• Ensure data hygiene and record accuracy in Salesforce
• Serve as internal face on issues related to billing and finance (e.g. purchase orders, invoices)
• Manage various aspects of contracting process for client projects, including documentation, background/reference checks, drug screens, and onboarding activities.
• Maintain structured documentation of account activity, meeting notes, and sales touchpoints
• Help monitor sales pipeline health by flagging key accounts, upcoming extensions, overdue follow-ups
• Support CRO in pipeline and forecast reporting

2. Cross-functional Coordination and Project Support

• Partner with internal stakeholders across Marketing, Operations, and Sales to update content, drive effective campaigns and sales activities, and share best practices.
• Share learnings, tools, and research templates with peers to continuously raise team standards
• Contribute to special projects such as tech platform adoption, process improvements, and internal training initiatives

3. Lead Generation Support & Internal Coordination

• Identify prospective client targets through research on title, role, responsibilities, and organizational structure
• Own internal meeting logistics and scheduling for sales team
• Track outreach efforts and outcomes to support campaign effectiveness analysis
• Collaborate with BDR where appropriate

4. Research & Meeting Preparation

• Collaborate with BDRs to conduct deep account research to uncover insights about companies, stakeholders, industry trends, and strategic priorities
• Develop briefing materials and meeting preparation notes for Sales Executives ahead of prospect and client meetings
• Support development of custom collateral, including slides, case studies, and research summaries
• Capture key takeaways from meetings and assist in coordinating follow-up activities

Qualifications

Entry Level Hire

A desire to start a career in sales and advance within the company

• Excellent time management and organizational skills
• Excellent communication skills, both written and verbal
• The ability to work both independently and as a team
• Ability to manage multiple priorities in a fast-paced environment
• Previous administrative or sales support experience preferred
• Proficiency in Microsoft Office Suite and CRM platforms (e.g., Salesforce, HubSpot)

Competencies

• Customer-focused mindset with a sense of urgency
• High level of professionalism and discretion
• Collaborative and adaptable team player

BTG is an equal opportunity employer committed to hiring qualified protected veterans and individuals with disabilities. All qualified applicants will be considered for employment without regard to race, color, religion, creed, age, sex, national origin, gender identity or expression, sexual orientation, disability, marital status, veteran or military status, or citizenship status.

BTG is committed to providing reasonable accommodations and/or adjustments during our recruitment process. If you are selected for an interview and require an accommodation and/or adjustment, please inform your Talent Acquisition professional.