Role Overview
The Sales Support Administrator is responsible for the seamless execution of sales processes from order intake to final processing. This role manages the full lifecycle of sales orders and renewals, ensuring accurate data entry in Salesforce, and upholding the integrity of sales and ACV reporting. This position collaborates cross-functionally with the Sales, Finance, and Legal teams to guarantee timely and compliant processing of contracts, purchase orders, and associated documentation.
This role follows Eastern Standard Time (EST) business hours.
Key Responsibilities
Sales Order Processing & Data Management (40%)
- Review Salesforce orders (opportunities, RBS, ABCs, SUMs) to ensure contracts, purchase orders, and related documentation are accurate and comply with company policies.
- Process Salesforce orders accurately, verifying that account, contract, and contact details meet standards for billing, ACV reporting, commissions, and fulfillment.
- Maintain and update client records to reflect the current status of Salesforce orders, supporting accurate invoicing and reporting.
- Collaborate with Finance and Legal to ensure all deals are processed in line with company policies and expectations.
- Conduct monthly QA checks to identify and correct data entry errors within established deadlines.
- Assist Commercial leadership, Finance, and other cross-functional teams in resolving opportunity, account, and billing-related inquiries.
Sales Support (40%)
- Support the Sales team in closing new and existing business deals by creating and updating sales orders, reviewing investment summaries, completing vendor forms and sending orders to customers for e-signature.
- Guide assigned reps in maintaining accurate Salesforce data entry to ensure proper forecasting and a seamless customer experience.
- Prepare detailed renewal reports for assigned reps, including product usage.
- Assist Account Managers and BDEs in client communications with French-speaking customers, related to sales order processing, billing, and collections.
Ad-Hoc Projects (20%)
- Participate in Salesforce data governance initiatives and related clean-up projects.
- Participate in process improvement efforts for the sales order lifecycle, identifying opportunities for greater efficiency and best practices.
- Assist in the integration of new entities, ensuring smooth transitions in sales order processing and data management.
Required Qualifications
- Education: Associate degree or equivalent years of experience.
- 1-3 years of experience in account management, customer service, or sales support preferred.
- Working knowledge of Word, Excel and PowerPoint (MS Office) and Outlook.
- Self-Management (Time and priorities): Excellent time management and overall strong organizational skills.
- Detail Oriented: Exceptional attention to detail, thorough and accurate data management, and punctual follow-through.
- Interpersonal Skills: Effectively utilizes analytical skills and customer service mindset to solve customer problems.
- Written and Oral Communication: Excellent written and oral communication skills, experienced in preparing and presenting client documentation, and articulating confident answers to difficult questions.
- Teamwork: Team-player, who collaborates with ease up and down the organization.
- Flexibility: Thrives in a dynamic, fast-paced business environment.
Nice To Have
- Experience with Salesforce.com or other CRM software.
