Crm Careers in roseville ∙ Page 2

The Sales Administrator ensures the efficient day-to-day operation of sales orders and invoices. This role provides auxiliary support for sales representatives, managing and organizing important information related to all sales orders. This role provides a high level of support to sales representatives and contributes to the quality of customer service and the achievement of sales targets. 

Sales Administrator Responsibilities: 

• Review sales orders for accuracy and addressing any issues. 

• Sales Commission Administration. 

• Process quarterly bonus reports. 

• Enter purchase orders into Database. 

• Create sales orders and lease documentation. 

• Responsible for processing changes to purchase orders. 

• Supporting sales department with other administrative duties. 

• Responsible for setting up new sales reps into databases, internal systems and manufacturers logins. 

• Data Administration, including pricing updates, verifying customer information, updating changes, reviewing lease rates, transferring accounts. 

• Review and process pricing request from sales representatives. 

• Assisting Rep's with request for proposal process.  

• Update monthly manufacturer promotions/rebates and lease rate promotions. 

• Updates databases with most recent promotions and rebates. 

• Review offsite and onsite inventory. 

• Manage lease return process. 

• Review BOL’s for past due returns. 

• Managing lease portfolio updates. 

• Download lease portfolios and upload into Sherpa. 

• Compare lease portfolios to EA leases and deactivate leases in EA as needed. 

• Track and manage leases by lease company, lease type & terms. 

• Attend sales and department head meetings. 

• Collaborate with operations/sales order teams to identify process issues. 

• Provide input for process and procedure improvements. 

• Provide support to sales representatives. 

• Review and process deals in SSK for processing. 

CRM Administration  

• Verify new customer records are set up correctly. 

• Update lease portfolios. 

• Pricing Updates (as needed). 

• Entering new items. 

• Updating internal agreements. 

• Account assignment. 

Pricing/Commissions  

• Reviewing deals to ensure appropriate commissions are calculated. 

• Updating monthly manufacturer promotions/rebates. 

• Reviewing and processing pricing requests from sales representatives. 

• Data Administration, including pricing updates, verifying customer information, updating changes, reviewing lease rates. 

• Processing bonus reports. 

• Assisting Rep's with RFP processes. 

Qualifications:  

• Previous administrative support and customer service experience required. 

• Self-starter with ability to work with minimal supervision.  

• Excellent Customer Service and Communication Skills. 

• Ability to work independently and possess strong organizational skills.