Sales Assistant

About the Role

White Cup's Sales Assistant provides operational and administrative support to the direct Sales team. By handling key sales-related tasks, this role enables the sales team to focus on advancing deals through the sales cycle and closing business.

The ideal candidate is proactive, highly organized, tech-savvy, detail-oriented, and comfortable supporting a fast-paced, remote SaaS sales environment.

What You’ll Do

• Assist with lead management, data entry, and customer/prospect record updates in HubSpot.
• Help maintain accurate tracking of sales activities, contacts, follow-ups, and related information.
• Schedule and coordinate sales meetings, demos, customer calls, and follow-up activities using Zoom and other tools.
• Prepare and organize sales presentations, proposals, reports, and related materials using Microsoft Office.
• Maintain organized digital files, templates, and sales documentation.
• Coordinate routine communications between sales team members, prospects, customers, and internal teams.
• Help track sales tasks, deadlines, and deliverables so follow-up items are completed timely.
• Assist with administrative support for sales events, trade shows, customer meetings, and post-event follow-up activities.
• Identify opportunities to improve organization, documentation, and administrative processes.
• Record all time worked and obtain advance approval for overtime when practical.

What We’re Looking For

• 1–2 years of experience in a sales support, administrative support, customer support, or related coordination role in a SaaS, software, technology, or B2B sales environment.
• Experience with HubSpot (preferred) or a similar CRM system.
• Advanced knowledge of Zoom for meeting coordination and virtual collaboration.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Exceptional organizational and time-management skills, with demonstrated attention to detail and accuracy.
• High level of professionalism and excellent written and verbal communication skills.
• Ability to manage multiple tasks and deadlines in a remote, fast-paced environment.
• Proactive, problem-solving mindset.
• Basic understanding of data analysis and reporting preferred.
• Familiarity with sales terminology, sales cycles, or CRM-based sales processes preferred.

About White Cup

At White Cup, we empower businesses with innovative CRM / BI / AI SaaS solutions that drive growth and efficiency. Our team is passionate about delivering exceptional value to our clients through cutting-edge technology and a customer-centric approach.