Position Overview
The Sales & Operations Administrator provides high-level administrative support to the Outside Sales Team and the Leadership Team by preparing reports, handling sample and information requests, preparing client presentations, coordinating the setup process for new clients both in the ERP as well as our e-commerce platform, and working in Salesforce.com.
Responsibilities Include :
- Support the sales and leadership team with the development and operation of a framework for forecasting and pipeline management by assisting with the review of CRM (Salesforce.com) data.
- Provide status updates, meeting minutes, issues logs and other appropriate communication to the client and / or project team to ensure that everyone involved is sufficiently informed of significant project developments in a timely manner.
- Assist leadership and sales representatives with the RFP process to ensure accuracy and that deadlines are met.
- Help Leadership Team in the management of current contracts and playbook.
- Ensures weekly SLOB report is distributed to Leadership and Sales Representatives.
- Organize sample requests and dissemination.
- Assist with current promotions and coordinating supplier events.
- Prepare client decks and presentation materials.
- Assist in providing customers with online order setup and training.
- Monthly and quarterly reporting.
- MRO account set up
- Sales meeting and tradeshow planning & coordination.
- Other duties as assigned.
The ideal candidate will have :
- 5+ years of sales operations experience or customer service.
- Must be proficient with Salesforce.com CRM
- Must have strong computer skills : Microsoft Office Suite
- Must possess excellent communication and problem-solving skills.
- Must be able to work collaboratively with people within all departments.
- Ability to prioritize, multi-task, and manage time efficiently.
- Self-motivated, driven, and persistent work ethic.
- Ability to translate and communicate data and analytics to others.
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