Sales Administrator

Secur-Serv•Omaha, NE

1d•Remote

About The Position

The Sales Administrator supports quoting and proposal management, oversees reporting and dashboards, and provides cross-functional coordination across Accounting, Service, IT, and Billing. Also responsible for ensuring CRM data accuracy, managing HubSpot and related systems, streamlining workflows, and enabling sales efficiency.

Requirements

High School Diploma or GED
2 years prior experience in Sales Operations, Revenue Operations, or a related field.
2 years’ experience supporting sales processes
Hands-on expertise with CRM systems (e.g., HubSpot) including reporting, dashboards, and data management.
Proven ability to work cross-functionally with Sales, Finance, and Marketing teams
Proven Proficiency using MS Office applications
Ability to manage multiple projects, prioritize tasks and meet deadlines
Proven track record of understanding sales operations, order management, and accounting process
Exceptional organizational, analytical, and communication skills
Ability to maintain professional interactions with internal stakeholders and external customers
Collaborative and team-oriented mindset
Strong analytical and problem-solving ability with attention to detail
Ability to apply critical thinking and sound judgment to resolve issues and improve processes
Project management and organizational skills to manage multiple priorities.
Ability to influence and collaborate across teams while driving accountability.
Adaptability and willingness to learn new systems and tools quickly

Nice To Haves

Two or more years of college or trade school
Familiarity with BI and data visualization tools (Power BI, Tableau, or similar)
Exposure to ERP/accounting systems (Oracle, SAP, NetSuite, Microsoft Dynamics or similar)
Experience with NetSuite, ConnectWise, and/or HubSpot
Advanced Excel/Google Sheets skills

Responsibilities

CRM & Data Management
Maintain and update HubSpot to ensure accurate account, opportunity, and pipeline data.
Manage sales dashboards and reports for leadership, highlighting pipeline health, closed/won opportunities, and forecast trends.
Conduct regular audits of accounts, opportunities, pricing, and line-item data to ensure accuracy.
Administer sales tools including pricing libraries, quote templates, and automated workflows
Process & Workflow Optimization
Identify operational inefficiencies and recommend improvements across sales and proposal processes.
Support cross-departmental handoffs between Sales, Accounting, Billing, and Service teams.
Standardization and document processes to improve clarity and consistency across the sales organization.
Assist with ad hoc projects and process improvements.
Reporting & Analytics
Produce weekly, monthly, and ad hoc reports for sales leadership, including account activity, performance KPIs, and forecasting.
Analyze trends and provide insights to guide strategic decision-making.
Customer & Internal Support
Serve as a point of contact for internal teams regarding sales operations questions or system usage.
Field inquiries from sales teams and ensure issues are routed to the correct department.
Support onboarding and training of new sales team members on HubSpot and operational processes.

Benefits

We have a generous benefits package for our full-time employees, which includes a copay medical plan option, HSA medical plans with employer contributions to your HSA Account, dental, vision, company-paid life insurance, and company-paid short- and long-term disability coverage.
Plan for your future with Secur-Serv’s 401K savings plan with a generous company match. You are vested on your first day of eligibility in the plan.
Participate in our wellness program to improve your health and earn a discount on your health insurance premiums.
Explore new education and training opportunities with our Tuition Reimbursement Plan which covers up to $5,250.

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