Sales Support Administrator

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

📋 Description

• Ensure the quality, integrity, and cleanliness of CRM data.

• Track pipeline activities while identifying gaps in information, stalled opportunities, process inefficiencies, and reporting discrepancies.

• Perform regular audits of sales records, contacts, accounts, opportunities, and activities.

• Confirm that sales opportunities are advancing through the CRM following established sales protocols.

• Aid in forecasting efforts by accurately tracking and reporting on the pipeline.

• Assist sales leadership in upholding pipeline governance and maintaining stage discipline.

• Generate and manage recurring sales reports, dashboards, and performance metrics.

• Examine historical sales activities, trends, conversion rates, and pipeline performance.

• Recognize patterns, opportunities, bottlenecks, and areas for enhancement.

• Support leadership with quarterly planning, sales reviews, and forecasting tasks.

• Facilitate the creation and upkeep of KPI scorecards and sales performance reporting.

• Prepare, process, and monitor customer order forms and agreements.

• Oversee DocuSign workflows and contract execution procedures.

• Conduct preliminary reviews of customer purchasing needs, legal terms, and onboarding documents.

• Collaborate internally to ensure efficient order processing and customer onboarding.

• Maintain pricing records, sales documentation, and internal reference materials.

• Act as a resource for sales team members on sales processes, pricing, forms, and procedural inquiries.

• Organize sales meetings, team reviews, and planning sessions.

• Prepare meeting agendas, take notes, document action items, and coordinate follow-up tasks.

• Assist in maintaining sales playbooks, process documentation, and internal knowledge resources.

• Support the onboarding and training of new sales team members.

• Help develop and maintain sales content, templates, and operational resources.

• Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to enhance productivity and efficiency.

• Employ tools like ChatGPT and AI-assisted technologies to streamline administrative duties, reporting, documentation, and workflow management.

• Identify opportunities for automating repetitive tasks and enhancing business processes.

• Aid in the implementation and adoption of new sales technologies and operational initiatives.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• 3+ years of experience in sales operations, sales administration, business operations, project coordination, or comparable roles.

• Strong proficiency with CRM systems such as Zoho, Salesforce, HubSpot, or Microsoft Dynamics.

• Advanced skills in Microsoft Office, especially Excel, Teams, Outlook, Word, and PowerPoint.

• Outstanding organizational and time-management skills.

• Strong analytical and problem-solving capabilities.

• Ability to handle multiple priorities with minimal supervision.

• Excellent written and verbal communication skills.

• High attention to detail and a commitment to accuracy.

• Proven ability to learn and adapt to new technologies rapidly.

• Experience supporting B2B sales organizations (preferred).

• Experience in building reports, dashboards, and KPI tracking tools (preferred).

• Familiarity with sales forecasting and pipeline management (preferred).

• Experience with DocuSign or contract management platforms (preferred).

• Working knowledge of AI tools such as ChatGPT, Microsoft Copilot, or similar technologies (preferred).

• Experience in creating process documentation, workflow diagrams, or standard operating procedures (preferred).

🏝️ Benefits

• Health insurance.

• Professional development opportunities.