Sales Administrator
Net at Work
•$29 - $31•Onsite
About The Position
The Sales Administrator is responsible for providing operational and administrative support to the Sage X3/500 sales team throughout the sales lifecycle. This role ensures opportunities are accurately maintained in CRM, customer documents are prepared and distributed efficiently, and orders are processed accurately to support a seamless customer experience. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced sales environment while managing multiple priorities and deadlines.
Requirements
- 2–5 years of experience in Sales Administration, Sales Operations, Customer Service, or a related role.
- Experience working with CRM systems (Microsoft Dynamics CRM preferred).
- Experience processing quotes, contracts, and sales orders.
- Experience using Adobe Acrobat Sign or similar electronic signature platforms.
- Strong Microsoft Office skills, particularly Excel, Outlook, and Teams.
- Excellent organizational skills with exceptional attention to detail.
- Strong written and verbal communication skills.
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
Nice To Haves
- Experience supporting ERP or software sales organizations.
- Experience with Sage products or ERP solutions.
- Familiarity with order management and contract administration.
- Experience supporting remote sales teams.
Responsibilities
- Create and maintain Leads and Opportunities in CRM.
- Ensure CRM records are complete, accurate, and up to date throughout the sales cycle.
- Assist Account Executives with CRM updates, data entry, and sales administration requests.
- Monitor opportunity progression and follow up on missing information required for processing.
- Support CRM data quality initiatives and ensure compliance with company processes.
- Prepare and process customer quotes.
- Review documentation for completeness and accuracy before submission.
- Validate pricing, products, customer information, and supporting documentation.
- Coordinate with Sales, Finance, and Operations to resolve order-related issues.
- Track orders through completion and communicate status updates as needed.
- Prepare customer-facing sales documents, including Statements of Work (SOWs), agreements, and order documentation.
- Send documents for electronic signature using Adobe Acrobat Sign.
- Monitor signature status and follow up with internal teams and customers when necessary.
- Maintain organized electronic records of executed agreements.
- Serve as a primary administrative resource for the Sage X3/500 sales team.
- Coordinate with internal departments to facilitate timely processing of customer transactions.
- Support month-end and quarter-end sales activities, ensuring deadlines are met.
- Assist with reporting, sales metrics, and administrative projects as assigned.
- Identify opportunities to improve sales administration processes and increase efficiency.
- Support automation initiatives and adoption of best practices.
- Maintain documentation of standard operating procedures.
Benefits
- Health and Welfare (Medical, Dental, Vision)
- Accident, Critical Illness, and Hospital Indemnity
- Employee Assistance Program (EAP)
- Life and AD&D Insurance
- Short- and Long-Term Disability Insurance
- Flexible Spending Accounts
- Transportation and Parking Accounts
- Health Savings Accounts (with company contribution)
- Retirement Planning (401k with matching contribution)
- Legal Benefits
- Identity Theft Protection
- Pet Insurance
- Wellness Program Offerings
- Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.
- 8 Paid Holidays per year, including 1 floating holiday.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
