Sales Assistant

• Collaborate with the New Columbia team both internally and during client calls.
• Assist in sending follow-up email summaries to clients.
• Retrieve and share documents as required.
• Create new boards on Monday.com or upload client documents and links to the platform.
• Join client-facing Zoom calls and take detailed project-focused notes.
• Use call notes to create and manage project boards and associated tasks within the Monday.com ecosystem.
• Meet with leaders weekly to review current project deliverables.

Target Start Date: Immediately

Work Schedule: Between 8 am - 5 pm EST, Monday - Friday

Number of Hours: Part-time at 20 hours per week

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Qualifications:

• Excellent communication and note-taking skills.
• Strong organizational skills and attention to detail.
• Proficiency with tools like Zoom and Monday.com is a plus.
• Ability to work independently and collaboratively as part of a team.
• Previous experience in a similar role is preferred but not required.
• Must be fluent in English language.

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