CRM and Administrative Support

Navien Inc.•Irvine, CA

1d•Onsite

About The Position

The CRM and Administrative Support role is responsible for delivering information, reports, and support to internal/external customers, team members, and upper management in a timely manner, while adapting to changes in workload. The ideal candidate will be experienced in Monday.com, SAP, and Microsoft Excel, with a proven ability to develop, maintain, and manage various types of reports and large databases. This position requires the ability to work effectively both independently and as part of a team, possessing excellent communication and interpersonal skills, with the capacity to multitask and remain focused in high-demand situations. The candidate should be detail-oriented, self-motivated, have a positive attitude, be resourceful, and enthusiastic about learning.

Requirements

Knowledge of Microsoft Office, including Outlook, Word, and Excel.
Excellent interpersonal skills with the ability to communicate and maintain positive relationships with all internal and external customers.
Ability to learn and retain technical product information and sales procedures.
Able to multi-task and adjust to changes in workload, assignments, and priorities to meet deadlines.
Attention to detail and a quick learner.
Able to work independently and in a team environment.

Nice To Haves

College degree preferred (BA or equivalent) in business administration or comparable work experience in inside sales or customer service.
Experience with Monday.com and SAP resource management program.
Knowledge and experience in the wholesale industry.
Knowledge of Microsoft Excel functions, including pivot tables, formulas, Query, and Charts.

Responsibilities

Provide administrative support to internal and external team members, management, and customers.
Assist in the preparation and processing of paperwork, forms, and reports for approval or submission to management.
Manage electronic and paper filing systems, updating and maintaining documents, and recording information.
Create, run, export, and provide report data and support to internal/external management and customers.
Maintain, control, and update new and existing customers, contracts, report spreadsheets, forms, and templates.
Process document requests such as SRA, unit, part accessories, and credit checks.
Maintain current knowledge of the industry, related industries, products, and customers.
Research, collect, and compile information from various sources including internal documents, database programs, and websites.
Review information from materials, forms, and reports for accuracy.
Provide back-up support to Inside Sales team members during their absence.
Perform any other duties reasonably requested by Supervisor or Navien management.

Benefits

PPO Medical, Dental, Ortho, Vision, Rx, LTD and Life Insurance
Employee-only premium covered at 100%
Voluntary Benefits: STD, Hospital, Critical Illness, Accident, Discounted Pet Insurance
Pre-Tax Flex Spending Accounts: Health and/or Dependent Care
11.5 Paid Holidays per calendar year
Paid Community Involvement Volunteer Day
401K Plan, 100% match on employee’s contribution, up to 5%
Employee discounts on Navien products
Discount Tickets – hotels, amusement parks, sports events…
On-site EV Chargers
Life Style Spending Account: You choose-- gas, pet care, financial advisor, gym membership, plus many more!
Monday Lunches