The Sales Assistant provides essential support to the Sales Team by managing all after-sales activities, ensuring a smooth customer experience, accurate changes on the bookings and efficient follow-up on transactions.
Duties and Responsibilities :
Preparing quotes for review
- Working with the salesperson and making changes to existing quotes or adding extras to client cruise bookings. The quotes will be drafted and reviewed by the salesperson for sending.
Making changes to bookings
Changing pick up and drop off locations, liaising with boat operators on changes to menus, changes to numbers, changes to start times, logistics etc. Communication the changes back to the salesperson and the customer.Organizing Appointments
Making times to inspect various boats. Liaising with the boat owner, the salesperson and the customers to co-ordinate vessel inspections before confirming bookings.Dealing with some payments and refunds
Taking payments for security deposits, refunding them after the cruise, chasing up final payments from customer.Organizing Catering and cruise add-ons
When required ordering 3rd party catering, or other add-ons, drinks, balloons, cakes etc.Following up emails
Assist in following up emails for the sales reps when waiting on answers to things.Tidying up data and lists for sales campaigns etc.
Getting target lists ready and making sure details are up to date ready for salespeople to run campaigns and do out bounding.Post Charter follow ups
Liaise with customers after the charter to make sure everything was OK and get feedback on the event.Complete pre and post charter check lists
Ensure all steps are complete prior to charters taking place (e.g. T&Cs signed, final payment received, Security deposit received, final numbers confirmed, etc.)Requirements
2-3 years prior experience in sales support, customer service, or administrative roles, must be from hospitality or travel industries.Experience in the booking process and preparing quotes is advantageous.Strong verbal and written communication skills for interacting with customers, boat operators, and internal sales team.Ability to liaise effectively with internal and external stakeholders to coordinate bookings, changes, and appointments.Ensuring accuracy when updating bookings, handling payments, and maintaining customer information.Familiarity with any sales management software or booking systems (for preparing quotes, tracking payments, etc.); Experience in HubSpot will be beneficial.Excellent customer service skills with a focus on maintaining positive relationships and providing timely follow-ups.Strong organizational and time management skills to handle multiple bookings, changes, and follow-ups simultaneously.Strong understanding of the sales process and the ability to identify opportunities for upselling or cross-selling during interactions with customers.Skilled in finding compromise solutions that work for both the customer and the business when addressing changes or concerns.