Sales Assistant

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: TYPE OF WORK

Full Time

: SALARY

$8-$10 per hour

: HOURS PER WEEK

40

: DATE UPDATED

Aug 21, 2026

JOB OVERVIEW

Overview

We are looking for a highly organized and detail-oriented Sales Assistant to support our Sales team before and after client consultations. This role helps ensure that client information, case details, documentation, and sales records are accurate and complete throughout the transition from Sales to Legal.

Key Responsibilities
- Review and verify consultations across Clio, HubSpot, and Outlook Calendar.
- Complete required conflict-of-interest checks and case information verification.
- Maintain accurate and consistent client and case data across systems.
- Retrieve and organize Aircall transcripts and assist with daily sales reporting.
- Track and report unqualified consultations and no-shows.
- Keep HubSpot deal stages and sales tracking information up to date.
- Provide administrative support for Adobe Sign retainer and agreement workflows.
- Verify retained matters, payments, fees, and case details before Legal handoff.
- Ensure required documents are properly uploaded, labeled, and organized in Clio.
- Coordinate timely and accurate Sales-to-Legal handoffs.
- Conduct quality checks and identify discrepancies or missing information.

Requirements
- Experience in sales operations, administrative support, client intake, legal support, or a similar role preferred
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication.
- Ability to manage multiple priorities and meet deadlines.
- Comfortable working independently in a fast-paced environment.
- Strong computer skills and ability to learn new software quickly.
- Experience with CRM or case-management systems preferred.
- Experience with HubSpot, Clio, Aircall, Adobe Sign, Outlook, or SharePoint is a plus.
- Legal services or professional services experience is a plus.

SKILL REQUIREMENT

Project Management Communication Technology Proficiency

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Sales Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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