Sales Administrators act as the liaison between the Customer Order Management, Finance, the Sales Team, and its customers/prospects by doing key tasks such as facilitating the processing of orders, optimizing customer information, and providing pre- and post-sale customer service-related requests. They also perform the necessary administrative duties within a sales team and tasks related to collecting and managing customer data and processing sales opportunity/order related information. The Sales Administrator will also support the Sales Operations and Enablement function with miscellaneous tasks and projects as necessary.
Responsibilities:
Perform sales administration functions as listed below:
•Manage/Maintain the Sales Email Box for their appropriate region.
•Handle updates/changes for key administrative customer contacts (i.e., License Coordinator/License Administrator).
•Follow the process for changes to key customer information, e-mail address changes, bill-to, ship-to, legal entity changes/mergers/consolidations, etc.
•Coordinate/facilitate Trust Center Requests.
•Coordinate/facilitate security questionnaire requests including partial completion.
•Ongoing overall CRM account record clean up.
•Assist Sales Team with managing out-of-date agreements in Team Track.
Facilitate the Order & Invoice Process
•Act as the liaison between Sales and the Customer Order Management and Finance teams on order/invoice clarifications and need for additional supporting documentation for efficient and rapid processing. Includes proactive packaging and communication for non-standard order/invoice types.
•Communicate both timely and professionally with customers and prospects as needed for administrative/financial/forms related information requests and or necessary updates and changes.
•Attend Sales Team Meetings as required.
•Communicate both timely and professionally with the Sales Team and other Departments.
Skills:
•Knowledge of MS 0365 tools, specifically Dynamics CRM
•Proficiency with Microsoft Excel
•Time Management and Planning
•Ability to prioritize and stay focused
•Detail-oriented
•Verbal and Written Communication Skills
Attributes:
•Accountability
•Sense of Urgency
•Collaborative
•Goal & Results Oriented
•Strong Work Ethic
•Focused
Experience: 3+ years of administrative experience required. Sales Operations and/or Financial Administrative experience strongly preferred.
Education: Bachelor’s degree preferred.
This position is Eligible for hybrid after 90 Days for 1 day per week and after 180 Days for 2 days per week.