Sales & CRM Admin (79393)

Sales & Customer Support

• Provide daily administrative and operational support to the sales team.
• Communicate directly with customers via phone and email on behalf of sales representatives.
• Respond to customer, vendor, and program requests within 24 hours or sooner.
• Monitor and manage incoming requests related to Driven Brands, UniFirst, Safety-Kleen, and other sales programs.
• Gather necessary information from customers and internal teams and route requests to the appropriate GPO program.
• Maintain professional communication with customers, vendors, program partners, and senior-level contacts.
• Cook up and schedule meetings between the sales team, customers, vendors, and GPO partners.
• Attend APS and GPO meetings as well as applicable vendor training sessions.

CRM & Data Management

• Learn and utilize Zoho CRM daily.
• Create and maintain accurate customer and contact information within Zoho.
• Update CRM notes, activities, and other information as requested by the sales team.
• Work closely with sales representatives to ensure opportunities contain accurate project, pipeline, and forecast information.
• Maintain CRM data integrity by routinely reviewing and updating records.
• Aid in creating and maintaining Zoho reports, graphs, and sales data used during sales meetings.
• Work closely with internal leadership to ensure sales reporting is accurate, current, and presentation-ready.

Systems & Administrative Support

• Learn and utilize Infor (CSD) as part of daily responsibilities.
• Use Microsoft Excel and the broader Microsoft Office suite to organize, analyze, maintain, and present sales-related information.
• Maintain organized records, schedules, customer information, and sales documentation.
• Stay informed on current promotions and program details to effectively support the sales team and customer inquiries.
• Aid in additional sales administration projects and responsibilities as business needs arise.