Description
Job Summary:
Structure and optimize the consultative sales process, supporting consultants in proposal preparation, CRM management, and meeting follow-up to ensure efficiency and quality.
Key Highlights:
1. Essential support in optimizing consultative sales processes
2. CRM management and organization (HubSpot)
3. Direct and strategic support to sales consultants
**JOB MISSION**
Structure, organize, and ensure the smooth flow of the consultative sales process, supporting consultants in proposal preparation, CRM management, meeting follow-up, and execution of next steps—ensuring operational efficiency, delivery quality, and consistent sales pipeline progression.
**KEY RESPONSIBILITIES**
Support for Commercial Proposals
* Adapt commercial proposals in .doc format to the company's Canvas-defined standard
* Ensure quality, clarity, and appropriate formatting
* Review content before presenting to the consultant and sending
CRM Management (HubSpot)
* Update opportunities, contacts, and activities
* Record interactions and funnel status
* Support commercial pipeline organization
Direct Support to Consultants
* Attend commercial meetings
* Take structured notes (pain point, need, solution, next steps)
* Organize and track follow-ups
Customer Communication
* Send requested documents and materials
* Support tracking of sent proposals
* Ensure prompt responses
Schedule Management
* Organize and monitor consultants' schedules
* Ensure pre-meeting preparation (materials, context)
* Avoid scheduling conflicts and optimize time allocation
Commercial Administrative Routines
* General support to the consultative sales team
* Document control
* Cross-departmental coordination (as needed)
**Requirements**
* Currently pursuing a bachelor's degree in Business Administration, Commercial Management, or related fields
* Experience with CRM systems (HubSpot preferred)
* Proficiency in Microsoft Office Suite (especially Word and Excel)
* Document organization and standardization skills