Sales Administrator

About This Position

The Sales Administrator is responsible for providing operational and administrative support to the Sage X3/500 sales team throughout the sales lifecycle. This role ensures opportunities are accurately maintained in CRM, customer documents are prepared and distributed efficiently, and orders are processed accurately to support a seamless customer experience. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced sales environment while managing multiple priorities and deadlines.

Job Responsibilities

CRM & Sales Support

• Create and maintain Leads and Opportunities in CRM.
• Ensure CRM records are complete, accurate, and up to date throughout the sales cycle.
• Assist Account Executives with CRM updates, data entry, and sales administration requests.
• Monitor opportunity progression and follow up on missing information required for processing.
• Support CRM data quality initiatives and ensure compliance with company processes.

Quote & Order Processing

• Prepare and process customer quotes.
• Review documentation for completeness and accuracy before submission.
• Validate pricing, products, customer information, and supporting documentation.
• Coordinate with Sales, Finance, and Operations to resolve order-related issues.
• Track orders through completion and communicate status updates as needed.

Contract & Document Management

• Prepare customer-facing sales documents, including Statements of Work (SOWs), agreements, and order documentation.
• Send documents for electronic signature using Adobe Acrobat Sign.
• Monitor signature status and follow up with internal teams and customers when necessary.
• Maintain organized electronic records of executed agreements.

Sales Coordination

• Serve as a primary administrative resource for the Sage X3/500 sales team.
• Coordinate with internal departments to facilitate timely processing of customer transactions.
• Support month-end and quarter-end sales activities, ensuring deadlines are met.
• Assist with reporting, sales metrics, and administrative projects as assigned.

Process Improvement

• Identify opportunities to improve sales administration processes and increase efficiency.
• Support automation initiatives and adoption of best practices.
• Maintain documentation of standard operating procedures.

Job Requirements

• 2–5 years of experience in Sales Administration, Sales Operations, Customer Service, or a related role.
• Experience working with CRM systems (Microsoft Dynamics CRM preferred).
• Experience processing quotes, contracts, and sales orders.
• Experience using Adobe Acrobat Sign or similar electronic signature platforms.
• Strong Microsoft Office skills, particularly Excel, Outlook, and Teams.
• Excellent organizational skills with exceptional attention to detail.
• Strong written and verbal communication skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.

Preferred Experience

• Experience supporting ERP or software sales organizations.
• Experience with Sage products or ERP solutions.
• Familiarity with order management and contract administration.
• Experience supporting remote sales teams.

Core Competencies

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.
• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator – Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation

Base hourly rate range: $29.00 to $31.00. Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.

Benefits

We provide competitive, affordable, and diverse benefit programs that support your total health – from healthy body to healthy mind. These benefits support you and your family in all aspects of life:

• Health and Welfare (Medical, Dental, Vision)
• Accident, Critical Illness, and Hospital Indemnity
• Employee Assistance Program (EAP)
• Life and AD&D Insurance
• Short- and Long-Term Disability Insurance
• Flexible Spending Accounts
• Transportation and Parking Accounts
• Health Savings Accounts (with company contribution)
• Retirement Planning (401k with matching contribution)
• Legal Benefits
• Identity Theft Protection
• Pet Insurance
• Wellness Program Offerings
• Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.
• 8 Paid Holidays per year, including 1 floating holiday.

The compensation and benefits information is accurate of the date of this posting and subject to plan eligibility. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

This response is AI-generated, for reference only.