Sales Administrator

1 week ago

Cincinnati, United States ProSource Full time

Job Type

Full-time

Description

Prosource, the region's leading business technology solutions provider, has been awarded a Top Workplaces 2023 honor by The Enquirer. The list is based on employee feedback gathered through a third-party survey administrered by employee engagement technology partner Energage, LLC. The anonymous survey uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization including alignment, execution, and connection, just to name a few.

Requirements

Major Goals and Responsibilities :

Prepare Strategic Account Managers' paperwork to include but not limited to: equipment requests, credit applications, sales orders, lease documents, etc. Review and track all sales orders in a timely manner. Prepare all sales reports, update customer records in CRM, prepare RFP's (Request for Proposals), and assist sales managers as needed.

Essential Activities :

Sales Support and Administration (60%)

  • Maintain customer information in CRM tool as required by sales needs
  • Provide direct support to senior sales executives to include but not limited to: sales orders, lease documents, equipment requests, credit apps, DocuSign
  • Review Strategic Sales Manager's sales documents for completion and accuracy before sending to Billing Department
  • Prepare sales reports (daily, weekly, monthly) to include but not limited to: forecasts, bullpen, scoreboard
  • Prepare monthly sales meetings
  • Prepare proposals, quotes, presentations and correspondence as directed by manager
  • Liaison for reps out in the field w/questions
  • Manage questions and requests from internal and external customers
  • Interaction with clients for issue resolutions or escalation
  • Provide VIP demo assistance including ordering lunch
RFPs - Request for Proposals (30%)
  • Lead the RFP team including scheduling meetings and assisting in delegation of workload among the team
  • Work across departments to strategize and gather all appropriate information requested within the RFP
  • Lead the project to ensure its completion is timely and meets all requirements
  • Work with marketing to update proposal templates
  • Prepare and submit the final RFP response
Administration - 10%
  • CRM admin to include training sales reps
  • Manage vendor website logins for sales team
People Managed :
  • None
Primary People Contacts :
  • Customers, Logistics Team, Management Team, Sales Representatives and Associates
Behavioral Traits, Attitudes and Skills Required :
  • Strong work ethic, dedication, punctual, dependable, productive, likes to stay busy
  • Organized, detail oriented, ability to multi-task
  • Ability to comfortably make judgement calls and "common sense" decisions
  • Good communication skills; know when to escalate to the next level
  • Positive attitude, upbeat, be a team player
  • Pleasant and courteous phone manner, good listening skills
  • Ability to trouble-shoot and anticipate problems, analytical, good problem solving skills
  • Be responsible and take ownership of calls/projects
  • Want to understand "why" and ask questions to gain knowledge
  • Flexible, cooperative, open-minded
  • Strong math skills, likes to work with numbers
  • All tasks will be carried out ethically, legally and professionally
Prerequisites (i.e. education, experience):
  • College degree in a business-related field
  • Prior experience in sales office / customer service environment required
  • PowerPoint and Excel expert level required
  • CRM knowledge a plus
Physical Requirements:
  • Must be able to work full time, be able to sit, stand or stoop for long periods of time
  • Must be able to lift 20 pounds
Toughest Part of the Job:
  • Prioritizing and juggling the many responsibilities associated with this position
  • Frequent interruptions
  • May deal with disgruntled customers - internal and external
  • Difficulties getting required information
  • Sales process is not "black and white"; guidelines are not always firmly established
Compensation Methods:
  • Base salary and bonus plan performance compensation.

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