POSITION SUMMARY
The Sales Administrator provides expertise across the company's sales operations. He/She is responsible for development and maintenance of RFI and RFP content, and RFI completion. He/She drafts and coordinates all customer Quarterly Business Review content and presentations. This position works with sales on process improvement and automation. He/She provides sales analysis and reporting to sales and management as required. The Sales Administrator organizes and assigns leads and sales campaigns in CRM.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develops and maintains a repository of RFI content
- Facilitates the completion of all RFI's
- Coordinates Quarterly Business Review (QBR) content
- Completes all QBR Draft's for presentation to sales persons
- Regularly meets with sales persons and account managers to identify areas of improvement, such as automating non-selling tasks
- Collaborates with the Marketing Coordinator to provide sales analysis and reporting on the results of marketing campaigns and sales pipeline efforts
- Take ownership of CRM and Lead Generation within Zoom Info from both a functional and training perspective
- Owns the administration and continued improvement of the CRM
- Validates, documents, and archives all customer procedures within the CRM
- Works with sales persons and account managers to assure that all customer procedures are followed
- Validates and works with account managers to assure all customer profiles are correctly updated within the TMS
- Facilitates any rollout communication to sales from other departments via periodic sales meetings
- Maintains customer sales meeting calendar
- Organizes material for sales meetings
- Follows company strategy for identifying and pulling leads from lead generation applications
- Organizes, assigns, and reassigns leads in CRM
- Follows company strategy for identifying and pulling leads from lead generation applications
- With help of the sales team, maintains an organized and focused CRM pipeline
- Organizes reports on pipeline metrics; leads, prospects and conversion counts and ratios, valuation of pipeline, quote tracker and award tracker results
- Audits and manages the sales data base for "locations" in the TMS
- Ad-hoc projects and duties as assigned by manager
QUALIFICATIONS
- Minimum of 3 years working in sales support and CRM applications required
- Minimum of 1 year experience in creating and maintaining sales proposals (ex: proposal writing) required.
- Demonstrated computer skills including Microsoft Word, Excel, Canva and data entry systems required.
- Minimum of one year of utilizing CRM
- Excellent interpersonal and communication skills required.
- Experience in engaging with customers and industry influencers required.
- Excellent organizational skills, with the ability to handle multiple priorities and deadlines required.
- Demonstrated knowledge of transportation industry rules and regulations preferred.
- Bachelor's Degree
- Travel less than 15% required.