Five Star Tax Resolution

About the Role

Five Star Tax is seeking a highly organized, proactive, and sales-driven Sales Assistant to the CEO to support executive-level sales activity, client follow-up, lead management, and day-to-day sales operations. This role is ideal for someone who is detail-oriented, confident communicating with clients, and able to help the CEO stay focused on closing deals, building relationships, and growing the business.

The Sales Assistant will act as a key support partner to the CEO by managing sales communications, tracking prospects, preparing materials, coordinating meetings, and ensuring no opportunity falls through the cracks.

Key Responsibilities

Sales Support

• Track sales opportunities through the pipeline and maintain accurate CRM records.
• Prepare sales materials, proposals, client packets, and follow-up emails.
• Schedule sales calls, consultations, and meetings with prospects and clients.
• Monitor pending deals and remind the CEO of urgent follow-ups.
• Help organize client information before calls so the CEO is fully prepared.

Client Communication

• Serve as a professional point of contact for prospects, clients, referral partners, and internal team members.
• Send follow-up emails, appointment confirmations, reminders, and requested documents.
• Respond to basic client questions or route inquiries to the appropriate team member.
• Maintain a warm, professional, and service-focused communication style.

Executive Administrative Support

• Manage and organize the CEO’s sales-related calendar, tasks, and priorities.
• Prepare meeting agendas, notes, and action items.
• Coordinate internal communication between the CEO, sales team, operations, and client service departments.
• Keep the CEO informed of deadlines, client updates, and sales activity.

Reporting & Organization

• Maintain reports on leads, follow-ups, sales activity, conversion status, and client outreach.
• Help identify stalled opportunities and support re-engagement efforts.
• Keep sales files, client notes, documents, and communications organized.
• Support special projects related to business development, partnerships, and growth initiatives.

Qualifications

• Previous experience in sales support, executive assistance, administrative support, customer service, or a similar role.
• Strong written and verbal communication skills.
• Excellent organization and time-management abilities.
• Comfortable speaking with clients, prospects, and business partners.
• Ability to manage multiple priorities and follow through consistently.
• Proficiency with email, calendars, spreadsheets, CRM systems, and office tools.
• High attention to detail and ability to maintain confidentiality.
• Self-motivated, dependable, and comfortable working directly with senior leadership.

Preferred Qualifications

• Experience in tax resolution, financial services, legal services, insurance, real estate, or another consultative sales environment.
• Familiarity with CRM platforms and sales pipeline tracking.
• Experience supporting a CEO, founder, executive, or high-performing sales leader.

Ideal Candidate

The ideal candidate is professional, organized, and sales-minded. They are not just an assistant — they are someone who helps create momentum. They notice what needs follow-up, keep the CEO prepared, communicate clearly with clients, and help drive revenue by making sure every opportunity is managed carefully.