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Key Responsibilities and Required Skills for Sales and Marketing Assistant

💰 $35,000 - $55,000

SalesMarketingAdministrativeCustomer Success

🎯 Role Definition

The Sales and Marketing Assistant is an operationally focused contributor who supports both the sales and marketing teams with day-to-day execution, lead management, campaign implementation, and reporting. This role is ideal for candidates who are highly organized, CRM-literate, and comfortable working across email marketing, social media, content coordination, and sales operations. Key objectives include increasing lead velocity, improving data hygiene, and delivering timely, actionable insights to sales and marketing managers.

SEO & LLM keywords embedded: Sales and Marketing Assistant, CRM, lead generation, email marketing, campaign coordination, social media management, sales support, marketing operations, HubSpot, Salesforce, Google Analytics, Excel.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Marketing Coordinator (entry-level marketing role)
  • Sales Coordinator or Inside Sales Representative
  • Administrative Assistant with customer-facing or CRM experience

Advancement To:

  • Sales Operations Specialist
  • Marketing Coordinator / Marketing Specialist
  • Account Executive / Business Development Representative

Lateral Moves:

  • Customer Success Coordinator
  • Content Marketing Assistant
  • Events & Partnerships Coordinator

Core Responsibilities

Primary Functions

  • Manage and maintain the company CRM (e.g., Salesforce, HubSpot) by entering new leads, updating contact records, managing lifecycle stages, removing duplicates, and ensuring data quality to support accurate sales forecasting and segmentation.
  • Qualify inbound leads by reviewing form submissions, scoring leads against qualification criteria, performing initial outreach (email/phone), and assigning qualified leads to appropriate sales reps to accelerate pipeline conversion.
  • Prepare and distribute personalized sales materials, pitch decks, proposals, quotes, and product one-pagers that align with buyer persona needs and current campaign messaging.
  • Schedule and coordinate sales meetings, demos, and follow-ups for account executives and regional sales teams; manage calendars, confirm appointments, send reminders, and prepare pre-call briefs.
  • Build, segment, and maintain targeted contact lists for marketing campaigns and sales outreach to support ABM and targeted email programs while ensuring compliance with GDPR and CAN-SPAM regulations.
  • Draft, proofread, and deploy campaign emails using platforms such as Mailchimp, HubSpot, or Marketo; monitor open and click rates, troubleshoot deliverability issues, and recommend subject line or send-time optimizations.
  • Support organic social media management by scheduling posts, tagging assets, moderating comments, tracking engagement metrics, and escalating inbound leads or customer service issues to the appropriate teams.
  • Assist in developing and executing digital advertising support tasks, including uploading creative assets, tracking UTM parameters, and monitoring basic PPC/paid social performance to inform budget pacing.
  • Produce weekly and monthly performance reports on sales activity, campaign metrics, lead funnel conversion rates, and key KPIs using Excel, Google Sheets, and dashboards to provide actionable insights to managers.
  • Coordinate product launch activities across sales and marketing: compile launch checklists, update collateral, brief sales teams on messaging, and monitor early campaign performance and customer feedback.
  • Conduct market and competitor research to identify trends, pricing moves, and positioning opportunities; summarize findings into short briefs for marketing strategy and sales enablement.
  • Assist with content operations: coordinate blog publishing schedules, upload content to CMS, format posts, add CTAs, and ensure metadata and SEO basics (titles, meta descriptions, alt text) are complete.
  • Create and maintain marketing collateral inventory (digital brochures, case studies, datasheets) and ensure version control so sales reps always access the latest approved materials.
  • Support trade show and event logistics by coordinating registrations, shipping materials, briefing booth staff, managing lead capture workflows, and following up on event leads post-show.
  • Process sales orders, prepare invoices and credit notes in coordination with finance, track order status, and escalate fulfillment issues while maintaining accurate records in the CRM or ERP.
  • Assist in appointment setting and outbound prospecting campaigns by executing targeted email sequences, follow-up cadences, and logging all touches in the CRM for proper attribution.
  • Collaborate with designers and external agencies to request and approve creative assets, manage timelines, and ensure brand consistency across campaign deliverables.
  • Run basic A/B tests for email and landing pages, collect results, and recommend optimizations based on statistical trends and best practices to improve conversion rates.
  • Maintain and update pricing sheets, promotional codes, and sales playbooks; ensure that documentation reflects current incentives and pricing tiers used by sales teams.
  • Provide excellent customer support for incoming sales and marketing inquiries via phone, email, or chat; capture feedback, resolve routine questions, and route complex issues to appropriate team members.
  • Assist in building and maintaining marketing automation workflows (lead nurturing, re-engagement, onboarding) and ensure logic, triggers, and tags are functioning as intended.
  • Support SEO tasks including keyword tracking, basic on-page optimization checks, and reporting on organic traffic trends to help prioritize content and campaign focus areas.
  • Track competitor campaigns and ads, archive creative examples and performance notes to help the team identify tactical opportunities and unusual market responses.
  • Serve as a knowledge base administrator by maintaining how-to guides, onboarding checklists, and training materials for new hires and rotating staff in sales and marketing processes.

Secondary Functions

  • Support ad-hoc reporting and exploratory analysis requests from sales leadership and marketing managers using Excel or Google Sheets; build repeatable templates where possible.
  • Contribute to process improvement by documenting workflow gaps, suggesting automation opportunities, and implementing small-scale automations using Zapier, HubSpot Workflows, or native CRM tools.
  • Collaborate with finance and operations to reconcile campaign spend, process vendor invoices, and ensure marketing budget line items are tracked and coded properly.
  • Help coordinate cross-functional communications for product updates, promotional calendar shifts, and interdepartmental campaign dependencies.
  • Assist with new-hire onboarding for sales and marketing team members by delivering tool access, training on CRM best practices, and providing starter templates for outreach.
  • Maintain compliance and data privacy standards across marketing lists and sales records; support periodic audits and data clean-up projects.
  • Act as a backup point of contact for customer escalations during high-volume periods and coordinate resolution with account managers and support teams.
  • Participate in weekly sprint planning or status meetings to align on priorities, blockers, and deliverables for both sales support and marketing operations initiatives.

Required Skills & Competencies

Hard Skills (Technical)

  • CRM management (Salesforce, HubSpot, Microsoft Dynamics) — lead capture, segmentation, lifecycle stage management, and reporting.
  • Email marketing platforms (HubSpot, Mailchimp, ActiveCampaign, Marketo) — list builds, templates, A/B testing, deliverability best practices.
  • Spreadsheet proficiency in Microsoft Excel and Google Sheets — VLOOKUP/XLOOKUP, pivot tables, data cleaning, and basic macros.
  • Marketing automation and workflows — setup, troubleshooting, and optimization of lead nurturing and scoring rules.
  • Basic analytics and reporting — Google Analytics, campaign UTM tracking, conversion tracking, and dashboard creation.
  • Social media management tools (Hootsuite, Buffer, Sprout Social, native platforms) — scheduling, engagement tracking, and basic analytics.
  • Content management systems (WordPress, Contentful) — publishing, SEO basics, metadata management, and image optimization.
  • Paid media basics — understanding of ad platforms (Google Ads, Facebook/Meta Ads Manager) and campaign tagging for attribution.
  • Design fundamentals — basic familiarity with Canva or Adobe Spark for rapid asset creation and resizing to channel specs.
  • Order processing and invoicing systems — basic ERP or accounting coordination to track sales orders and billing.
  • Lead qualification and sales outreach tools — experience with sales engagement platforms (SalesLoft, Outreach) or dialers.
  • Basic HTML/CSS familiarity for email template troubleshooting and landing page formatting.

Soft Skills

  • Strong written and verbal communication tailored to sales and marketing audiences.
  • Exceptional attention to detail when managing data, campaigns, and collateral versions.
  • Time management and prioritization — ability to juggle recurring tasks and urgent requests in a high-volume environment.
  • Customer-centric mindset with strong interpersonal skills and the ability to escalate appropriately.
  • Problem solving and process improvement orientation — identifies inefficiencies and proposes pragmatic solutions.
  • Collaborative teamwork — works effectively across cross-functional teams (sales, product, finance, creative).
  • Adaptability and learning agility — able to pick up new tools and workflows quickly.
  • Initiative and ownership — seeks out tasks and follows through to completion with minimal supervision.
  • Analytical curiosity — comfortable reading basic metrics and translating them into recommendations.
  • Professionalism under pressure — maintains composure during peaks like product launches or trade shows.

Education & Experience

Educational Background

Minimum Education:

  • High school diploma or equivalent. Associate degree or vocational certificate in business/marketing preferred.

Preferred Education:

  • Bachelor’s degree in Marketing, Business Administration, Communications, or related field preferred but not always required.

Relevant Fields of Study:

  • Marketing
  • Business Administration
  • Communications
  • Digital Marketing
  • Advertising

Experience Requirements

Typical Experience Range: 0–3 years of relevant experience in sales support, marketing operations, or administrative roles.

Preferred: 1–3 years in a customer-facing sales support, marketing coordinator, or marketing operations position with hands-on experience in CRM management, email marketing, and campaign reporting.

Keywords for discoverability: Sales and Marketing Assistant job description, sales support responsibilities, marketing operations assistant, CRM specialist entry-level, email campaign coordinator, lead generation assistant, social media and sales support.

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