Job Title: Sales Assistant Position Type: Full-Time, Remote Working Hours: U.S. client business hours (aligned with sales team schedules and prospect time zones) About the Role: Our client is seeking a Sales Assistant to provide administrative and operational support to sales teams. This role ensures that sales representatives and account executives are free to focus on closing deals while the Sales Assistant keeps the CRM accurate, meetings scheduled, and documents prepared. You’ll act as the organizational backbone of the sales function, maintaining smooth communication between prospects, sales reps, and internal teams. Responsibilities: CRM Management: - Enter, update, and maintain accurate lead, contact, and opportunity records in Salesforce, HubSpot, Zoho, or Pipedrive. - Monitor CRM data quality, correcting duplicates, missing fields, or outdated records. Scheduling & Coordination: - Schedule calls, demos, and follow-ups across time zones using Outlook, Google Calendar, or scheduling tools like Calendly. - Coordinate internal prep meetings and ensure sales reps have the right materials before calls. Proposal & Document Support: - Draft, format, and proofread sales proposals, quotes, and presentations. - Assist with RFP/RFI responses, ensuring templates are current and brand-compliant. - Use tools like Google Slides, PowerPoint, and Canva for visual deliverables. Reporting & Metrics: - Generate weekly and monthly reports from CRM: pipeline activity, conversion rates, and sales KPIs. - Maintain dashboards that give sales leadership visibility into performance. Communication & Follow-Up: - Draft and send follow-up emails after meetings, thank-you notes, and reminders to prospects. - Assist with inbound lead response by sending introductory emails and routing qualified leads to the appropriate rep. Cross-Team Collaboration: - Liaise with marketing for campaign leads, finance for contract approvals, and operations for order processing. - Track deliverables between departments to ensure a smooth customer journey. What Makes You a Perfect Fit: - Organized, detail-oriented, and proactive. - Strong communicator with excellent writing skills. - Comfortable managing multiple priorities in a fast-paced environment. - Collaborative, supporting both sales reps and leadership. Required Experience & Skills (Minimum): - 1–2 years administrative, operations, or sales support experience. - Familiarity with at least one CRM (Salesforce, HubSpot, Zoho, Pipedrive). - Proficiency with Microsoft Office/Google Workspace. - Strong written communication and scheduling skills. Ideal Experience & Skills: - Experience creating proposals, decks, or sales collateral. - Familiarity with lead generation workflows or SDR/BDR support. - Industry exposure in B2B SaaS, professional services, or marketing agencies. - Basic data analysis skills for sales reports (Excel pivot tables, Google Data Studio). What Does a Typical Day Look Like? A Sales Assistant’s day revolves around keeping the sales engine organized and moving forward. You will: - Maintain CRM accuracy by updating opportunities, logging activity, and cleaning lead data. - Coordinate meetings and demos across calendars, ensuring reps have proposals, decks, and context in advance. - Prepare documents and presentations to support pitches, including quotes and RFP templates. - Generate reports so leadership can see pipeline health, conversion metrics, and activity summaries. - Follow up with prospects after meetings, keeping communication clear and professional. - Collaborate across teams to ensure leads are routed properly, contracts are processed, and the customer experience is seamless. In essence: you ensure the sales team is organized, informed, and supported, so they can focus on building relationships and closing deals. Key Metrics for Success (KPIs): - CRM data accuracy (complete, current, no duplicates). - On-time scheduling and preparation of meetings. - Proposals and documents delivered error-free. - Weekly/monthly reports are consistently accurate and on schedule. - Positive feedback from the sales team on support effectiveness. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Practical Task (e.g., clean sample CRM data and draft a short proposal template) - Client Interview - Offer & Background Verification

Job DetailsJob Location: Poughkeepsie Office - Poughkeepsie, NY 12601Salary Range: $52,500.00 - $57,500.00 SalaryWhy Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling’s Poughkeepsie Office or Remote. We are looking for an Associate Sales Executive to help clients protect what matters most through tailored insurance solutions. This is a relationship-driven sales role where you’ll build trust, grow a pipeline, and drive new business across Personal and Commercial Lines. What You’ll do Build and maintain strong client relationships to drive trust, retention, and referrals Prospect, follow up on leads, and develop a consistent pipeline of new business Assess client needs and recommend appropriate insurance solutions and risk strategies Prepare quotes, proposals, and presentations using agency and carrier tools Meet or exceed sales goals and contribute to overall business growth Collaborate with internal teams and refer opportunities across divisions Maintain accurate documentation and follow agency workflows and compliance standards Qualifications High school diploma required; college degree preferred Ability to generate, pursue, and close sales opportunities Active Property & Casualty license (or ability to obtain within 6 months) Strong communication, relationship-building, and organizational skills Proficiency in Microsoft Office; experience with Vertafore is a plus Valid driver’s license with acceptable driving record Total Rewards Package Compensation: $52,500 - $57,500, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling

About the Company Emmington is an international portfolio of companies operating across the UK, USA, Australia, New Zealand, and Dubai. We partner with businesses that are focused on improving customer acquisition and driving sustainable growth. Our portfolio includes both B2B and B2C businesses. Across the Emmington portfolio, we own, invest in, and consult for a range of businesses. While our level of involvement may vary, all companies we work with meet the same core criteria: they are growth-focused, performance-driven, and committed to scaling effectively. Key Skills and Experience - Turning qualified inbound conversations into closed, high-ticket deals - Consistent track record of meeting or exceeding targets - Skilled in consultative, value-driven conversations - Self-directed, competitive, and growth-driven Requirements - Proven closing experience in high-ticket or service-based sales - Ability to control the sales conversation and the close - Strong objection handling that creates clarity, not pressure - Clear, confident communication with decision-makers What We Offer - Base salary + uncapped commission, designed to reward top performers - Opportunity to work US hours - Work alongside a high-performing sales team with consistent, quality inbound opportunities - A performance-driven culture that rewards results and execution - Clear, structured career progression into leadership roles, enterprise sales, or both - Ongoing training, mentorship, and sales enablement to keep you sharp and closing at a high level Candidates will be placed within one of the Emmington portfolio companies.

• Handle warm leads who are already curious • Take prospects through a strategic, value-led sales process • Build rapport, navigate complex objections, and turn opportunity into signed contracts