Sales Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and manage Leads and Opportunities within the CRM system.

• Ensure that CRM records are thorough, precise, and kept current throughout the entire sales cycle.

• Provide assistance to Account Executives with CRM updates, data entry, and sales administration requests.

• Track opportunity progress and follow up on any missing information necessary for processing.

• Aid in CRM data quality initiatives and guarantee adherence to company procedures.

• Prepare and process customer quotations.

• Examine documentation for completeness and accuracy prior to submission.

• Confirm pricing, products, customer information, and supporting documents.

• Collaborate with Sales, Finance, and Operations to address order-related issues.

• Monitor orders until completion and provide status updates as needed.

• Create customer-facing sales documents, such as Statements of Work (SOWs), agreements, and order documentation.

• Dispatch documents for electronic signatures using Adobe Acrobat Sign.

• Track signature status and follow up with internal teams and customers as required.

• Maintain well-organized electronic records of executed agreements.

• Act as a key administrative resource for the Sage X3/500 sales team.

• Coordinate with internal departments to ensure prompt processing of customer transactions.

• Assist with month-end and quarter-end sales activities, ensuring all deadlines are met.

• Help with reporting, sales metrics, and administrative projects as assigned.

• Identify opportunities to enhance sales administration processes and boost efficiency.

• Support automation initiatives and the adoption of best practices.

• Keep documentation of standard operating procedures.

⛳️ Requirements

• 2–5 years of experience in Sales Administration, Sales Operations, Customer Service, or a related field.

• Familiarity with CRM systems (Microsoft Dynamics CRM preferred).

• Experience in processing quotes, contracts, and sales orders.

• Proficiency in using Adobe Acrobat Sign or similar electronic signature platforms.

• Strong skills in Microsoft Office, especially Excel, Outlook, and Teams.

• Excellent organizational abilities with a keen attention to detail.

• Strong written and verbal communication skills.

• Capability to prioritize multiple tasks and meet deadlines in a dynamic environment.

• Preferred: Experience supporting ERP or software sales organizations.

• Preferred: Familiarity with Sage products or ERP solutions.

• Preferred: Knowledge of order management and contract administration.

• Preferred: Experience assisting remote sales teams.

• Customer approval may be necessary for access to customer information, systems, and/or premises.

🏝️ Benefits

• Health and Welfare (Medical, Dental, Vision).

• Accident, Critical Illness, and Hospital Indemnity.

• Employee Assistance Program (EAP).

• Life and AD&D Insurance.

• Short- and Long-Term Disability Insurance.

• Flexible Spending Accounts.

• Transportation and Parking Accounts.

• Health Savings Accounts (with company contribution).

• Retirement Planning (401k with matching contribution).

• Legal Benefits.

• Identity Theft Protection.

• Pet Insurance.

• Wellness Program Offerings.

• Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.

• 8 Paid Holidays per year, including 1 floating holiday.