Description

Scope of Position:

Responsible for administrative support of the Sales and Account Management teams.

Primary Duties and Responsibilities:

• Provides administrative support to the Vice President of Sales and Sales and Account Management.
• Primary responsibilities around sales activity and productivity reporting through the company’s CRM system, compiling pipeline data, and preparing and distributing sales reports on a monthly, weekly, and as-needed basis as appropriate.
• Serves as “power user” of company CRM system concerning sales processes and dashboard and report creation. Provides first-line support on system utilization to others.
• Prepares pipeline and work-in-progress sales data for quarterly financial projections.
• Maintains client contract files, noting unique terms in these agreements and a calendar of key contract dates and expirations.
• Provides support to Sales and Marketing in creating and assembling client proposals, RFPs, and presentations as time permits.
• Adds new clients into the CRM system and check account status as needed.
• Provides updates to clients as directed by Account Managers or Account Executives via email and/or phone.
• Coordinates with Marketing and Facilities for client and prospect visits to our facilities. Serves as a key logistical point of contact for the client and provides travel and lodging recommendations.
• Arranges executive travel and assists in the preparation of expense reports.
• Welcomes on-site visitors to determine the nature of business and announce visitors to appropriate personnel.
• Performs all other duties and responsibilities as assigned by management.

Requirements

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

High school diploma or general education degree (GED); and a minimum of 3 years of experience performing related administrative duties in an office atmosphere, ideally supporting a sales department.

General Skills:

• Computer Skills - To perform this job successfully, an individual should be fluent in Windows10 or newer, and Microsoft Office 2016 including Word, Excel, Adobe Acrobat, & Outlook; familiarity with Microsoft Access is a plus, but not required.
• Mathematical Skills - Ability to calculate figures and amounts such as discounts, interest, and percentages.
• Reasoning Ability – Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Physical Demands: No special skills are required; May sit for long periods and work at a computer. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.