Sales Associate

Job Summary/Objective

The Sales Associate supports the sales team in executing routine sales activities within the IT solutions domain, including cloud, infrastructure, and Microsoft technologies.

The role focuses on supporting the sales cycle by assisting in lead generation, CRM updates, proposal preparation, and coordination with Pre-Sales and Delivery teams. The Sales Associate organizes assigned tasks, tracks sales activities, and ensures timely following up.

Key Responsibilities:

• Sales Support & Pipeline Coordination

• Assist in executing sales activities for IT solutions (Cloud, Microsoft technologies, Infrastructure, Security)

• Support lead generation efforts through research, calls, and follow-ups

• Maintain and update CRM records for leads, opportunities, and account activities

• Track assigned opportunities and ensure timely follow-up actions

• Assist in preparing quotations, proposals, and presentations using approved templates

• Support pipeline tracking and ensure documentation completeness

• Prospecting & Lead Qualification Support

• Conduct initial prospect research and collect basic customer information

• Schedule meetings and calls for Sales team

• Follow up with prospects on requested documents or confirmations

• Record qualification information in CRM under guidance

• Customer Engagement Support

• Participate in client meetings for coordination and note-taking

• Communicate basic product and service information to small client groups

• Ensure timely response to routine customer requests

• Upselling & Account Support

• Identify basic cross-selling or upselling opportunities and share with Sales lead

• Support account follow-ups and renewal tracking

• Maintain organized records of client communications

• Collaboration & Internal Coordination

• Coordinate with Business Development for lead follow-up

• Liaise with Pre-Sales and Delivery teams to collect required inputs

• Track internal approvals and ensure documentation readiness

• Support smooth handover of confirmed deals to Delivery teams

• Reporting & Administrative Support

• Maintain accurate CRM data and sales activity logs

• Prepare routine weekly activity and pipeline reports

• Track deadlines for proposals, renewals, and approvals

• Organize and maintain sales documentation and records

Qualifications

- Education: Bachelor's degree in Business, Information Technology, Computer Science, or related field

- Experience: 1–2 years of experience in sales support, customer service, business development support, or related field

- General familiarity with IT solutions (Cloud, Microsoft technologies, Infrastructure, Security)

- Basic understanding of the sales cycle and customer engagement process

- Organizational skills with ability to manage multiple routine tasks

- Basic communication and interpersonal skills

- Ability to make presentations to small groups

- Familiarity with CRM tools ( Zoho, Microsoft Dynamics, or similar)

- Proficiency in Microsoft Office (Excel, PowerPoint, Word)

- Strong attention to detail and follow-up discipline