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Sales Administrator
2 weeks ago
Overview
The sales administrator role provides clerical and communication support for the sales and customer service areas of our business. This is an entry level position designed to familiarize you with our business. It is a dynamic position involving sales, customer service, and marketing. Success in this important full-time role will help us be more efficient, to service our clients better, and grow as an organization. It could be a steppingstone to other roles within our firm as well.
Sales Administrator Attributes, Characteristics, and Responsibilities
- Learn our product stack and service delivery procedures
- Track all account activity in our Professional Services Automation (PSA) system
- Proactively identify, track, and take action on agreement renewals
- Create opportunity (records), when appropriate and follow-up activities
- Utilize our sales quoting tool to create, review, and deliver proposals to clients
- Learn procurement procedures for order fulfillment
- Review proposals for completeness against client needs
- Ensure orders are completed in a timely and accurate manner 100% of the time
- Facilitate meetings with clients, prospects, and internal resources. (Scheduling, prepare agenda, gathering needed materials, follow-up)
- Maintain a client-by-client task list of follow up items
- Any procurement or sales request our sales administrator receives from the client, the opportunity is created inside our PSA and assigned to the sales department
- Work with vendors to build relationships and establish MDF funding if applicable
- Work with vendor sources to price, procurement of hardware/software, track receivables of those orders, monitor backorders/supply chain issues, and handle any returns.
- Work with marketing team and sales team for any social media posts, events, and marketing plans
- Complete all required training (product, tools, software, procedures etc.)
- Daily client interactions and help to improve customer satisfaction survey responses
- Assist sales team as needed
- Enjoys helping people to the extent that no problem is considered mundane, no matter how simple the solution
- Enjoys sharing information, supporting others, and working on a team to achieve team goals
- High level of organization, detailed oriented, effectively uses goals to improve, effective communication, and overall team player
Credentials and Experience:
- Ability to effectively communicate with people in a meaningful way
- Working knowledge of Microsoft Office (Word, Excel, PowerPoint)
- Proficient in the use of personal technology (Computers, laptops, mobile devices)
- Enjoys sharing information, supporting others, and working on a team to achieve team goals
- Highly organized, detail oriented and effectively uses goals
- 1 year of prior job experience in a customer service role
Good to have:
- Experience in following up on invoices, payments, and purchase orders.
- Bookkeeping or accounting support experience
