Sales Administrator - Ontario

NEXGEN TEAM LLC • Ontario, OR

2d • Onsite

About The Position

Carson is seeking an organized and proactive Sales Administrator to provide crucial support to our Eastern Region sales team. This role will focus on coordinating credit applications, assisting with new customer onboarding, managing communication between the sales team and credit department, and ensuring smooth operations for new customers. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently.

Requirements

• High school diploma or equivalent; additional relevant education is a plus.
• Proven administrative experience in a support role, preferably in a sales or credit-related environment.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Proficiency in using Microsoft Office Suite (Word, Excel, Outlook).
• Excellent communication skills, both written and verbal.
• Detail-oriented with a commitment to accuracy in data entry and documentation.
• Ability to collaborate effectively with cross-functional teams.
• Customer service orientation and a proactive problem-solving attitude.

Responsibilities

• Credit Application Management
• Send out, collect, and organize credit applications from prospective customers.
• Compile necessary documentation and submit credit applications to the credit department for processing.
• New Customer Onboarding
• Prepare and distribute new customer packets, ensuring all required documents are included.
• Coordinate the setup of new customer accounts and locations across relevant departments.
• Follow up and liaise with various departments until the new customer setup is complete.
• Communication Hub
• Serve as a conduit between the outside sales team and the credit department, relaying information and ensuring effective collaboration.
• Manage communication related to credit approvals, payment terms, and customer credit limits.
• Administrative Support
• Maintain accurate cardlock card and driver lists, ensuring up-to-date records.
• Distribute, collect, and submit CFP (Common Fleet Purchase) exemption forms.
• Coordinate the collection and submission of service agreements, confirming their logging in PDI/CRM systems.
• Generate and manage purchase orders (POs) as needed.
• Create and manage return on investment (ROI) documentation.
• Call Management
• Handle incoming calls, directing them to the appropriate sales representatives or departments.
• Delegate customer inquiries and service requests to the relevant team members.
• Valvoline Revup and Reporting
• Manage the submission of Valvoline Revup forms as required.
• Generate and provide regular customer cardlock reports as needed.
• Operations Coordination
• Assist with equipment inventory management, tracking availability and coordinating deployments.
• Collaborate with the operations team to schedule new customer site visits, particularly for fuel-related setups.

Benefits

• Medical, Dental, Vision, 401K, Aflac, Pre-paid legal, Long-Term Disability, Life Insurance, Employee Assistance Program, and PTO.
• Ongoing training and professional development opportunities.
• Collaborative and supportive team environment.
• Exposure to various aspects of inside sales and customer relationship management.

What This Job Offers

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