Sales Associate
HERITAGE · Nashville, TN · 5 mo ago
On-siteSalesFull-time
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
- Cook up 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.
Requirements
- 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
- Health Care Plan (Medical, Dental & Vision)
- Retail 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