The Sales Administrator is primarily responsible for managing the administrative tasks related to sales processes, such as, managing customer data and records, coordinating with different departments, tracking and analyzing sales reports, and providing administrative support to sales teams.
Primary Duties and Responsibilities
Receives new orders and completions and enters information into the computer system.
Process quotes in SFA.
Scans documents.
Provides customer service.
Traces, expedites and coordinates the shipping of orders and leftovers.
Responsible for running and updating backlog and accounts receivable reports and leftover reports.
Forecast review and updates.
Shipment allocation reports
Matches invoices with orders, mails invoices to the customer, and follows up on special billing forms.
Requests insurance certificates to customers and general contractors.
Logs Contracts to be executed.
Gets necessary approvals and sends correspondence to customers.
Processes invoices from outside vendors as needed.
Works with Accounting to set up new vendors.
Modifies orders with labor, product and pricing – changes as needed.
Minimum Qualifications
High School Diploma or Equivalent
2+ years of related work experience in sales administration, sales operations, or customer service.
Excellent skills in communication, organization, and time management.
Preferred Qualifications
Bachelor’s degree in business or marketing or the equivalent coursework in a related specialized field
Previous experience in sales administration
Ability to work independently and manage multiple tasks simultaneously.
Familiarity with customer relationship management software and Microsoft Office suite.
Knowledge of sales processes and procedures.
Ability to analyze data and draw meaningful insights.
