Position Overview:
We are currently seeking a dynamic and reliable individual to join our team and
help provide assistance to our customer team. This will be an in person role.
You will work out of our Calgary office.
You will play a key role in supporting our sales and customer-facing team by
ensuring smooth coordination, timely communication, and task completion.
As a Sales Assistant you will:
- Help streamline internal workflows by directing incoming customer inquiries
to the appropriate team members.
- Support the sales team by booking meetings, sending initial customer
information, and keeping communication flowing.
- Take ownership of assigned projects and ensure timely and accurate execution.
- Be a go-to resource for the team, helping wherever needed to ensure success
across departments.
Key Responsibilities:
- Triage Incoming Correspondence
-
- Monitor and manage shared inboxes or communication channels.
- Direct customer inquiries or responses to the appropriate team member
(e.g., sales rep, support, onboarding).
- Book and Coordinate Meetings
-
- Schedule outbound sales calls, demos, or follow-ups on behalf of the
sales rep.
- Ensure calendar invites include relevant materials and context for the
meeting.
- Send reminders and confirmations to prospects before meetings.
- Send Introductory Information
-
- Deliver initial emails or outreach packages to prospects using
pre-approved templates or materials.
- Share brochures, product overviews, or onboarding instructions after
contact is made.
- CRM and Data Entry Support
-
- Update and maintain customer records in the CRM system (Hubspot)
- Log interactions and track the status of outreach campaigns or
follow-ups.
- Prepare Sales Materials
-
- Assist in compiling personalized pitch decks, proposal documents, or demo
accounts.
- Gather relevant industry or company research to support sales
conversations.
- Follow-Up Coordination
-
- Send thank-you emails and follow-up materials after outbound meetings.
- Track when follow-ups are due and alert the outbound rep as needed.
- Project Support
-
- Assist with outbound campaign initiatives or sales projects assigned by
the team.
- Help test and refine outbound processes (e.g., sequencing tools, message
templates).
- Liaison with Internal Teams
-
- Communicate with marketing, product, or customer success to obtain
up-to-date collateral or answers to prospect questions.
- Surface common themes or questions from prospects to the broader team.
Qualifications:
- Experience in a fast-paced, customer/people facing role.
- Adept at managing multiple tasks simultaneously and working independently.
- Excellent communication and presentation skills.
- Self-motivated with a strong drive for results and a proactive approach to
learning and problem solving.
- You have the ambition to always understand the why behind things and are also
a critical thinker.
- You love to learn and read between the lines. You’re tech-savvy and always
eager to find solutions.
- You have a proven ability to handle setbacks and overcome challenges,
demonstrating perseverance and a positive attitude in the face of adversity.
You take feedback constructively and use it as an opportunity to improve and
grow.
- Ability to work independently as well as part of a team.
What We Offer:
- Benefits package, including health, dental, and HSA.
- Ongoing professional development and training opportunities.
- A supportive and collaborative work environment with opportunities for career
advancement.
How To Apply:
Interested candidates are asked to apply directly on our website through our job
board. Additionally they are encouraged to submit their resume and a cover
letter detailing their relevant experience and why they are the ideal fit for
this role.
Application Deadline:
October 1, 2025
