Sales Administrator

Anderson Business Advisors • Winchester, NV

7d • $20 - $21 • Hybrid

About The Position

The Sales Administrator plays a critical role in supporting Sales Advisors and their clients by ensuring efficient management of schedules, order transitions, and client interactions. This role involves coordinating with various internal teams, such as Client Success, Tax Accounting, and Bookkeeping to provide seamless service. The Sales Administrator is responsible for drafting and processing proposals, maintaining accurate client information in Salesforce CRM, and addressing client queries with professionalism. The role requires strong organizational skills, proficiency with relevant software, and the ability to adapt to changing priorities while maintaining high service standards.

Requirements

• Minimum High School Diploma required; Associate's Degree preferred.
• At least 2 years of client service experience.
• High computer literacy with proficiency in Google Suite and Salesforce preferred.
• Exceptional accuracy and attention to detail with strong phone etiquette, grammar, and spelling.
• Ability to solve problems and work independently with minimal supervision.
• Demonstrated ability to work effectively within a team environment.
• Strong organizational and time management skills with the ability to prioritize tasks and manage multiple responsibilities simultaneously.

Nice To Haves

• Background in sales administration is a plus.

Responsibilities

• Client and Advisor Support: Offer dedicated support to assigned Sales Advisors and their prospective and existing clients.
• Manage the scheduling of appointments for new and existing clients on Sales Advisors' calendars.
• Respond to client inquiries in a timely and professional manner.
• Work effectively with Client Success Coordinators, Tax Accounting, and Bookkeeping Teams to ensure client needs are met.
• Deliver world-class service to clients and fellow Anderson employees.
• Process Management: Facilitate the transition of sales orders to fulfillment by coordinating with the assigned service team member.
• Draft, send, and process proposals for all Sales Advisor and Attorney sales.
• Utilize Salesforce CRM to access and update client information as needed.
• Additional Responsibilities: Perform additional duties as required by changing needs, priorities, and Supervisor guidelines

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED