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Sales Assistant job description.

A Sales Assistant supports a retail or B2B sales team with day-to-day administrative and customer-facing tasks. They help process orders, maintain product and account records, assist customers on the floor or by phone, and keep the sales team organized so representatives can focus on selling. It's a common entry point into a sales career.

8 responsibilities·4 required + 3 preferred·US + AU
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The Sales Assistant job description · $29

The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.

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HumanResourcely · Vol. I
Sales Assistant — Job Description

Role: Sales Assistant    Reports to: Sales Manager or Store Manager

A Sales Assistant supports a retail or B2B sales team with day-to-day administrative and customer-facing tasks. They help process orders, maintain product and account records, assist customers on the floor or by phone, and keep the sales team organized so representatives can focus on selling. It's a common entry point into a sales career.

1. Key responsibilities
  • Greet and assist customers with product questions and purchases
  • Process sales transactions, returns, and exchanges accurately
  • Maintain and restock product displays and inventory counts
Full document with email opt-in
Composition

What's inside the document.

01Role summary

One-paragraph plain-English explanation of the role's outcome and scope.

02Responsibilities

8 responsibilities phrased the way the work is actually done.

03Required qualifications

4 qualifications a candidate must have to perform on day 30.

04Preferred qualifications

3 qualifications that would make a candidate excellent in year two.

05Skills

5 skill chips you can copy directly into your ATS.

06Reporting line

Sales Manager or Store Manager

What you receive

A complete document set.

  • Word document (.docx) — fully editable
  • PDF — signature-ready
  • Google Docs — one-click copy to your Drive
  • 12 months of updates to this document
  • Commercial-use licence for internal and client work
Responsibilities at a glance

The work, not the title.

  • Greet and assist customers with product questions and purchases
  • Process sales transactions, returns, and exchanges accurately
  • Maintain and restock product displays and inventory counts
  • Support sales representatives with order entry and quote preparation
  • Update customer and account records in the CRM or POS system
  • Answer phone and email inquiries and route them appropriately
  • Assist with promotions, signage, and merchandising setup
  • Help prepare sales reports and follow-up correspondence
Qualifications

Required — and what would make a candidate excellent.

Required
  • High school diploma or equivalent
  • Strong verbal communication and customer service skills
  • Basic computer literacy including spreadsheets and POS or CRM software
  • Ability to stand, move product, and work a retail or office schedule
Preferred
  • Prior retail or customer service experience
  • Familiarity with point-of-sale or CRM systems
  • Interest in progressing to a sales representative role
Skills
Customer serviceOrder processingInventory supportCRM data entryCommunication
How to use this template

Eight steps from download to publish.

  1. 01Open the Sales Assistant job description in Word or your one-click Google Docs copy.
  2. 02Replace placeholders for company name, reporting line, and location with your specifics.
  3. 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
  4. 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
  5. 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
  6. 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
  7. 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
  8. 08Publish to your ATS, intranet, and external careers page.
When to use this template

The right document at the right moment.

Use this Sales Assistant job description any time you are opening or reopening a seat at this level. The entry band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.

The reporting line (Sales Manager or Store Manager) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.

FAQ

Honest answers before you download.

Is a Sales Assistant the same as a Sales Associate?
They overlap, but Sales Assistant usually leans more administrative and support-focused, while Sales Associate is more directly customer-facing and commission-driven.
What experience level is typical for this role?
Most employers hire Sales Assistants as an entry-level position with little or no prior experience required.
Legal note

This Sales Assistant job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.