Administrative Assistant - Forms Distribution
About The Position
We are seeking a reliable, level-headed Administrative Assistant – Forms Distribution to support our high-performing sales team in a fast-paced, high-ticket sales environment. This role is critical to the sales engine: you will receive, organize, and distribute leads to sales closers exactly as directed by the Sales Director. The ideal candidate thrives in a dynamic setting, stays calm and professional under pressure, and does not get rattled by pushback from the sales team. You are highly organized, solutions-focused, and understand that consistent, accurate lead distribution directly impacts revenue.
Requirements
- Proven ability to remain calm, professional, and level-headed when dealing with high-pressure situations.
- Strong organizational skills and exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to follow instructions precisely while exercising good judgment.
- Experience in an administrative, sales support, or coordination role (1–3 years preferred).
- Proficiency with CRM systems and Microsoft Office/Google Workspace.
- High school diploma or equivalent required
Nice To Haves
- associate or bachelor’s degree a plus
Responsibilities
- Receive and process incoming leads from multiple channels (phone, email, web forms, CRM, etc.).
- Accurately distribute leads to the appropriate sales associates according to the Sales Director’s assignment rules and territory guidelines.
- Maintain detailed tracking of lead distribution, status updates, and handoffs.
- Act as the central point of contact for lead-related questions between the Sales Director and the sales team.
- Proactively monitor lead volume and flag any irregularities or bottlenecks to the Sales Director.
- Handle sales team inquiries and occasional complaints about leads with professionalism and composure.
- Update CRM records and generate simple reports on lead flow as requested.
- Perform general administrative duties to support the sales department (scheduling, documentation, filing, etc.).
- Ensure all lead distribution activities comply with company policies and data privacy standards.
Benefits
- Comprehensive health, dental, and vision insurance
- 401k with a 4% employer match
- Supplemental benefits like: Life insurance, flexible spending accounts, and many more...
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
