Job Summary
The Sales Assistant plays a critical role in supporting sales teams by managing booking processes, opportunity tracking, contract coordination, and administrative tasks. This role ensures accuracy, compliance, and timely execution of sales operations while maintaining strong coordination across internal stakeholders.
Key Responsibilities
Booking Support
- Generate complete booking authorization packages
- Ensure all booking documentation is properly uploaded into S360
- Prepare booking request forms with all required documents and submit for official processing
BFO Management- Create and maintain new BFO opportunities
- Coordinate and manage support requests (estimating, contract admin review, legal, system architecture, etc.)
- Manage and generate quote links
- Track partner channel opportunities and ensure proper tagging (e.g., "#NSA" in notes)
- Update opportunity records, including status, notes, and activities
- Log meetings and maintain accurate documentation within opportunities
- Update the Precon dashboard for open support requests
Contract Review & Support Request Tracking- Follow up with branch teams to ensure timely completion of contract reviews
- Track support requests for legal and preconstruction (Precon) support
- Monitor and maintain communication records within BFO
RFI / RFP Support- Gather required information and assist in completing RFI/RFP documentation
- Ensure submissions are accurate and submitted on time
Customer & Vendor Setup- Complete new customer setup and vendor onboarding documentation
- Coordinate with internal stakeholders to ensure timely processing and activation
Master Service Agreements / Avetta- Track and follow up on MSA and Avetta requirements
- Ensure all documentation is completed and processed within deadlines
- Collect and organize required supporting information
BFS- Track parts and service requests
- Manage and close work orders
- Maintain accurate system updates and data entry
General Research & Sales Support- Conduct research and gather data to support sales calls, presentations, and strategy
- Assist with drafting proposals and sales documentation
Systems & Tools- Maintain and update records in Dynamics CRM
- Manage opportunity and activity tracking
Administrative Support- Process and reconcile expense reports (e.g., AMEX/Concur, depending on access level)
- Provide general administrative support to the sales team
Qualifications
- Must possess a Bachelor's Degree in any course
- Prior relevant work experience is required.
- Must have good communication skills.
- Must be willing to work during US business hours.
- Must be amenable to work on a hybrid setup in Rosario, Cavite.
Rewards designed for you
Our Total Rewards is our way of saying: We see you and we value you. It's more than just pay and benefits-it's a meaningful investment in you. It is designed to help you perform, grow, feel safe, and elevate your potential. The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community. At Schneider Electric, we're here for what matters most to you. Discover more at our Career Page .
* Country-specific programs and initiatives may be available.
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric - apply today!
40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
