Sales Associate
Heritage
The Sales Associate supports Heritage's sales pipeline by assisting with lead identification, qualification, and early-stage client engagement while managing low-complexity sales opportunities and transactional orders. This role is designed as a development position, providing hands-on exposure to sales activity, client communication, and trade show services while preparing the individual for advancement into a Junior Account Executive role.
The Sales Associate contributes to pipeline growth, improves follow-through on early opportunities, and supports revenue generation while operating within defined scope and complexity guidelines. Reports to: Sales Director Key Responsibilities & Duties Primary Responsibilities- Research and identify qualified leads aligned with Heritage's services, target markets, and event types
- Conduct initial outreach and follow-up communications to support pipeline development
- Qualify leads through discovery conversations and information gathering
- Enter and maintain accurate CRM records including lead status, opportunity notes, and activity tracking
- Coordinate introductory calls and meetings between prospects and senior sales staff
- Support Account Executives and sales leadership with proposal preparation, pricing coordination, and sales materials
- Track and flag follow-ups, next steps, and early-stage pipeline activity
- Manage low-complexity and transactional sales opportunities, including standardized exhibitor orders and repeat business
- Serve as the primary point of contact for assigned small accounts or transactional orders
- Ensure accurate scoping, documentation, and internal handoff of orders to operations and account management teams
- Participate in client calls and presentations alongside senior sales team members
- Build working knowledge of Heritage pricing structures, service offerings, and standard scopes
- Participate in sales team meetings and contribute to ongoing process and workflow improvements
- 1-2 years of experience in sales, customer service, business development, or a related client-facing role
- Strong written and verbal communication skills
- High attention to detail and strong organizational abilities
- Ability to manage multiple priorities and deadlines
- Comfort engaging with clients and internal stakeholders
- Proficiency in Microsoft Office (Outlook, Excel, Teams)
- Experience using a CRM system such as Salesforce, HubSpot, or similar
- Exposure to sales processes, lead qualification, or pipeline management
- Familiarity with the tradeshow, event services, or hospitality industries
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401(k)) with employer match when applicable
- Employee Stock Ownership Plan (ESOP) - eligible employees participate in the company's long-term growth and success
- Paid Time Off (Vacation, Sick & Paid Holidays)
- Training & Professional Development
- Career growth opportunities within a nationwide, employee-owned organization
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