Sales Administrator
General Summary of Position
The Sales Administrator is responsible for providing administrative support to the Design Consultants and sales staff throughout all aspects of the sales process. This includes maintaining accurate records in the database and in files (hard copy and electronic).
Essential Functions and Responsibilities
- Process and manage sales job documentation, including sales forms, work orders, tracking sheets, logs, customer service phase letters, and permit-related documentation to ensure accurate and timely recordkeeping.
- Maintain and manage CRM data by entering sales information, updating customer records, generating reports, and ensuring data integrity across all systems.
- Provide comprehensive administrative support, including answering and returning phone calls, managing voicemail and email correspondence, handling mail distribution, faxing, and ordering office supplies and sales literature.
- Maintain organized and accurate customer and permit files to support operational efficiency and compliance requirements.
- Deliver responsive and professional customer service by interacting courteously with customers, contractors, and internal team members.
- Coordinate workflow to keep sales and projects on schedule, including partnering with Design Consultants, scheduling Meet & Greets, and managing calendar coordination.
- Other duties as assigned
QUALIFICATIONS – Knowledge, Skills & Abilities
Education | High School diploma/GED or equivalent required. |
Licenses/Certifications |
|
Years of Experience | 1-3 years of experience in an administrative role or related experience in similar department/function in a high-paced/high volume environment. |
Required Skills & Abilities | Excellent organizational skills, customer service orientation, and strong attention to detail.
Excellent communication skills.
Strong proficiency in Microsoft Word, Excel, & Outlook
Problem solving abilities. |
Travel Requirements | 0-5% |
Other Requirements | Proven ability to multitask with minimal supervision.
Works independently. |
PHYSICAL REQUIREMENTS
- Ability to lift and carry up to 30 pounds; at times greater than 30 pounds
- Primarily sedentary work performed in an office environment
- Ability to communicate promptly and clearly via phone and computer
ACKNOWLEDGEMENT
Position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.
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