Sales Administrative Assistant

Raymond West•Fresno, CA

9d•$24 - $30•Onsite

About The Position

Raymond West is seeking a Sales Administrative Assistant (SAA) to support a team of Sales Account Managers (AMs) in executing product sales. This role involves data entry and management using Raymond West business systems, including the Customer Relationship Management (CRM) system and Vsimple for sales order processing. The SAA will also create sales documents such as quotes and will communicate with internal departments, vendors, and customers to exchange information. The Sales Administrative Assistant reports to the Director of Sales (DoS), who is responsible for training, development, workload management, and personnel administration. Flexibility and the ability to provide overtime support are expected due to the time-critical nature of the AMs' schedules. The duty location will be determined by the DoS, likely at their home branch for management and training purposes, though an alternate branch may be assigned. Limited travel may be required to meet with AMs or customers.

Requirements

Ability to learn various business systems and accurately enter and manage data related to customers and sales orders
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Proficient in Microsoft Office Suite, Adobe and similar software
Perform data accurate data entry into various business systems
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to communicate effectively with customers, vendors, and other Raymond West departments.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Must possess a valid driver’s license, as driving is an essential function of this position, and alternative transportation methods are not feasible due to time or cost constraints.
Must be able to be insured by Raymond West.

Nice To Haves

Bachelor’s degree with 1 year of administrative experience

Responsibilities

Provide administrative support to a team of assigned Account Managers in entering sales information in Raymond West business systems, preparing documents
Enter and manage customer and opportunity data in CRM
Create customer sales opportunities in CRM
Create New Truck quotes in CRM.
Create VSimple records of projects in CRM
Maintain accuracy of an AM’s CRM data
Record activities and notes in CRM
Update addresses in CRM
Enter contact info in CRM
Request CRM accounts be EA Active
Creating new accounts in CRM
Enter and manage sales order data in Vsimple
Create sales orders in VSimple
Draft Quotes for AM review to include but not limited to rental quotes, service contracts, catalog item quotes
Communicate with other Raymond West departments to gather or provide information on sales orders and customer queries. Including but not limited to finance, sales coordination, service, parts, and shops.
Email proposals to Account Managers for Account Managers to edit/revise prior to presenting to client
Communicate with Vendors to request vendor quotes and gather order status updates
Facilitate transportation processes
Send and receive all paperwork to the customer, vendor, or other Raymond West departments as directed by the AMs.