Posted 7 months ago
Sales Associate
AI Summary
A Sales Associate supports Heritage’s sales pipeline by qualifying leads, managing low-complexity sales opportunities, updating CRM records, and assisting with client communications and trade show events.
About this role
The Sales Associate supports Heritage’s sales pipeline by assisting with lead identification, qualification, and early-stage client engagement while managing low-complexity sales opportunities and transactional orders. This role is designed as a development position, providing hands-on exposure to sales activity, client communication, and trade show services while preparing the individual for advancement into a Junior Account Executive role.
The Sales Associate contributes to pipeline growth, improves follow-through on early opportunities, and supports revenue generation while operating within defined scope and complexity guidelines.
Reports to: Sales Director
Key Responsibilities & Duties
Primary Responsibilities
- Research and identify qualified leads aligned with Heritage’s services, target markets, and event types
- Conduct initial outreach and follow-up communications to support pipeline development
- Qualify leads through discovery conversations and information gathering
- Enter and maintain accurate CRM records including lead status, opportunity notes, and activity tracking
- Coordinate introductory calls and meetings between prospects and senior sales staff
- Support Account Executives and sales leadership with proposal preparation, pricing coordination, and sales materials
- Track and flag follow-ups, next steps, and early-stage pipeline activity
Additional Responsibilities
- Manage low-complexity and transactional sales opportunities, including standardized exhibitor orders and repeat business
- Serve as the primary point of contact for assigned small accounts or transactional orders
- Ensure accurate scoping, documentation, and internal handoff of orders to operations and account management teams
- Participate in client calls and presentations alongside senior sales team members
- Build working knowledge of Heritage pricing structures, service offerings, and standard scopes
- Participate in sales team meetings and contribute to ongoing process and workflow improvements
Work Environment & Physical Demands
This position is full-time and in-person, requiring on-site support at trade show events, including overnight travel and weekend/extended work hours based on event schedules.
Frequent sitting, standing, walking, typing, grasping, and repetitive hand motion. Occasional bending, reaching, twisting, carrying, pushing, pulling, and lifting of up to 25 lbs.
Heritage Exposition Services is a DRUG-FREE WORKPLACE and requires pre-employment drug and background screenings.
Requirements
Required
- 1–2 years of experience in sales, customer service, business development, or a related client-facing role
- Strong written and verbal communication skills
- High attention to detail and strong organizational abilities
- Ability to manage multiple priorities and deadlines
- Comfort engaging with clients and internal stakeholders
- Proficiency in Microsoft Office (Outlook, Excel, Teams)
Preferred:
-
Experience using a CRM system such as Salesforce, HubSpot, or similar
-
Exposure to sales processes, lead qualification, or pipeline management
-
Familiarity with the tradeshow, event services, or hospitality industries
Benefits
Benefits & Perks
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401(k)) with employer match when applicable
- Employee Stock Ownership Plan (ESOP) – eligible employees participate in the company’s long-term growth and success
- Paid Time Off (Vacation, Sick & Paid Holidays)
- Training & Professional Development
- Career growth opportunities within a nationwide, employee-owned organization
Heritage Exposition Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected status under applicable laws. All employment decisions are based on qualifications, merit, and business needs.
Skills
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