Sales Administrative Assistant

Raymond West is looking for an Administrative Assistant to join our Sales team! The Sales Administration Assistant (SAA) provides administrative support to a select team of Raymond West Sales Account Managers (AMs) in the execution of product sales. This includes performing data entry and data management using Raymond West business systems, assisting in entering and managing customer data, and processing sales orders.

About the role

The Sales Administrative Assistant reports to the Raymond West Director of Sales (DoS), who is responsible for training, development, workload management, and personnel administration. SAAs are expected to be flexible and capable of providing overtime support to meet the schedule and time-critical requirements of their supported AMs. The DoS will determine the duty location, typically at the DoS’s home branch, but may direct an alternate branch. Limited travel is required to meet with AMs or supported customers.

Responsibilities

• Provide administrative support to a team of assigned Account Managers in entering sales information in Raymond West business systems and preparing documents.
• Enter and manage customer and opportunity data in CRM.
• Create customer sales opportunities in CRM.
• Create New Truck quotes in CRM and VSimple records of projects.
• Maintain accuracy of an AM’s CRM data, record activities and notes, update addresses, and enter contact info.
• Request CRM accounts be EA Active and create new accounts in CRM.
• Enter and manage sales order data in Vsimple, create sales orders, and draft quotes for AM review (e.g., rental quotes, service contracts, catalog item quotes).
• Communicate with other Raymond West departments (finance, sales coordination, service, parts, shops) to gather or provide information on sales orders and customer queries.
• Email proposals to Account Managers for editing/revision prior to client presentation.
• Communicate with vendors to request vendor quotes and gather order status updates.
• Facilitate transportation processes.
• Send and receive paperwork to customers, vendors, or other Raymond West departments as directed by AMs.

Requirements

• Ability to learn various business systems and accurately enter and manage data related to customers and sales orders.
• Excellent written and verbal communication skills.
• Strong organizational and time management skills.
• Proficient in Microsoft Office Suite, Adobe, and similar software.
• Ability to perform accurate data entry into various business systems.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to communicate effectively with customers, vendors, and other Raymond West departments.
• Must maintain effective working relationships with employees, co-workers, and managers in other departments.
• Willingness to work off-hours as needed and assume additional responsibilities.
• Must possess a valid driver’s license, as driving is an essential function of this position.
• Must be able to be insured by Raymond West.

Qualifications

Preferred: Bachelor’s degree with 1 year of administrative experience.

Accepted: High School diploma with 2 years of administrative experience.

Travel

10% travel (approximately 4 hours a week) of local travel.

Physical Requirements

• Desk-bound work performed in an office environment.
• Prolonged periods of sitting at a desk and working on a computer.
• Specific vision abilities required: close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Occasionally required to climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally required to lift and/or move up to 25 pounds.

Schedule

Weekdays (Monday through Friday), 8 a.m. through 4 p.m., with up to 10 hours of overtime per month.

Pay

The hourly range for this position is $24.00 - $30.00. The specific pay offered may be influenced by factors such as relevant experience, education, and work location.

Benefits

• Medical, dental, and vision insurance.
• 401k with company match.
• Flexible spending accounts.
• Disability and life insurance.
• Personal time off and holiday pay.