Personal Assistant to Sales Director

SUMMARY:
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POSITION INFO:

Purpose of the role

The Personal Assistant to the Sales Director provides high-level administrative, organizational, and sales support to ensure the efficient operation of the sales function and drive revenue growth in the solar energy sector. This role requires a proactive, detail-oriented professional with strong organizational skills, experience in sales administration or executive support, and familiarity with sales processes, CRM systems, and the renewable energy/solar industry. The position demands discretion, excellent communication, multitasking abilities, and a focus on enabling the Sales Director to prioritize high-value client engagements, pipeline management, and strategic sales initiatives.

Key Responsibilities

Executive & Administrative Support

• Provide comprehensive personal and executive support to the Sales Director
• Manage the Sales Director's calendar, scheduling client meetings, internal strategy sessions, site visits, industry events, and appointments while prioritizing time effectively
• Screen and manage high-volume calls, emails, and inquiries from clients, partners, installers, and prospects; respond appropriately or redirect as required
• Prepare, transcribe, and distribute minutes for sales team meetings, pipeline reviews, client presentations, and senior leadership discussions
• Handle confidential information (e.g., client proposals, pricing, contracts) with the highest level of discretion and professionalism
• Develop and maintain automated reminders/alerts for key sales deadlines, follow-ups, proposal submissions, and deliverables
• Prepare sales presentations, proposals, pitch decks, expense reports, and professional correspondence

Sales Support & Reporting

• Compile weekly and monthly sales performance reports for the Sales Director, including pipeline status, conversion rates, revenue forecasts, key metrics, and insights from CRM data
• Assist with sales forecasting, tracking quotas, and basic variance analysis for sales targets
• Process sales-related expenses, travel reimbursements, client entertainment, and commissions; ensure compliance with company policies
• Maintain accurate sales documentation, client records, and opportunity tracking to support decision-making
• Implement and manage administrative systems (e.g., CRM updates, lead tracking) to improve sales efficiency and follow-up processes
• Liaise with finance, operations, or external partners (e.g., installers, financiers for solar projects) on sales-related matters

Travel, Events & Logistics

• Arrange and coordinate domestic and international travel, including client site visits, solar project assessments, trade shows (e.g., renewable energy expos), itineraries, accommodation, visas, and transport
• Optimize travel to ensure cost efficiency, time management, and alignment with sales priorities; track and report related expenses
• Organize and coordinate sales meetings, client hospitality, product demos, monthly team huddles, and industry networking events
• Support logistics for corporate partners, prospective clients, and sales team members (e.g., demo equipment transport, event setup)

Office & Team Support

• Supervise or support junior administrative/sales admin staff in sales-related tasks (e.g., data entry, lead qualification) as required
• Facilitate onboarding and training for new sales or admin team members where needed
• Streamline sales workflows, prioritize tasks, and enhance productivity for the Sales Director and team
• Create and maintain efficient filing/documentation systems (digital and physical), with emphasis on sales pipelines, client files, and proposals
• Support ad hoc projects and special initiatives, particularly those involving sales analysis, market research, or client relationship management

Qualifications

Education:

• Matric
• A bachelor's degree/diploma in a relevant field (e.g., Business Administration, Sales/Marketing, Renewable Energy, or related) – will be an advantage

Other:

• Own reliable vehicle with valid License

Experience and Skills

Experience:

• Proven experience as an Executive Assistant, Personal Assistant, Sales Administrator, or similar role, with at least 3–5 years supporting sales leadership or in a sales environment
• Background in sales support, preferably in renewable energy, solar, construction, or related industries; familiarity with solar sales cycles, incentives, or financing is a plus
• Proficiency in CRM systems (e.g., Salesforce, HubSpot), Microsoft Office Suite (especially Excel for reporting), and sales tools

Skills:

• Exceptional interpersonal and communication skills (written and verbal)
• Strong stakeholder management, including clients, partners, and internal teams
• Advanced organizational, planning, and multitasking abilities in a fast-paced sales environment
• High attention to detail and accuracy in data handling and reporting
• Proactive decision-making and problem-solving under pressure
• Professional discretion and confidentiality
• Ability to understand basic sales metrics and contribute insights

Nice to Have

• Experience with solar industry specifics (e.g., project proposals, site assessments, rebate/incentive programs, or renewable energy events)
• Knowledge of financial tools for expense/commission tracking
• Event coordination or trade show experience
• Additional languages or digital tools proficiency (e.g., project management software)

Recruitment shall be made in accordance with the Employment Equity Plan of the Company.
People living with disabilities are encouraged to apply.