Admin & Sales Specialist

OCTA, a fast-growing startup transforming accounts receivable management, is looking for an Admin & Sales Specialist to streamline sales operations and support the team in achieving growth. This role is perfect for someone tech-savvy, detail-oriented, and eager to work in a dynamic startup environment.

You'll work closely with the sales team, leveraging tools like Apollo, HubSpot, Lemlist, Clay.com, Google Docs, Calendly, Zoom, and Fireflies to optimize workflows and ensure seamless operations.

• Assist with scheduling meetings, managing calendars, and coordinating with internal and external stakeholders.
• Maintain and organize records, reports, and documentation related to sales and operations.
• Provide general administrative support to ensure smooth daily operations.

• Assist the sales team by preparing proposals, quotes, and follow-up emails.
• Update and maintain customer information in the CRM system.
• Track and report on sales performance and metrics.

• Handle customer inquiries and redirect them to the appropriate team members when necessary.
• Follow up on leads and schedule calls or demos for the sales team.
• Build and maintain positive relationships with customers.

• Identify inefficiencies in current processes and suggest improvements.
• Ensure timely and accurate completion of sales-related tasks to support overall team goals.

• Act as a liaison between the sales team and other departments to ensure smooth communication and alignment.

• Highly Organized: You have a knack for keeping things in order and ensuring no details are missed.
• Sales-Savvy: Comfortable supporting sales processes and interacting with customers.
• Tech-Friendly: Familiarity with tools like CRMs, spreadsheets, and communication platforms.
• Proactive: You take initiative and look for ways to improve workflows.
• Strong Communicator: Able to clearly and effectively communicate with team members and customers.