Accountabilities:

Create, update, and maintain leads and sales opportunities within the CRM system, ensuring all records remain accurate, complete, and up to date throughout the sales cycle.
Provide administrative and operational support to Account Executives, including CRM updates, data entry, opportunity tracking, and general sales coordination.
Monitor opportunity progression and follow up with relevant stakeholders to obtain missing information and ensure timely processing.
Support CRM data quality initiatives and ensure compliance with established sales processes and documentation standards.
Prepare, review, and process customer quotes, verifying pricing, products, customer details, and supporting documentation for accuracy and completeness.
Coordinate with Sales, Finance, and Operations teams to resolve order-related issues and facilitate efficient transaction processing.
Track customer orders through completion and provide timely updates to internal stakeholders and customers when required.
Prepare customer-facing sales documentation, including Statements of Work (SOWs), agreements, contracts, and order-related documents.
Manage electronic signature workflows using Adobe Acrobat Sign or similar platforms, monitoring signature status and following up with customers and internal teams when necessary.
Maintain organized electronic records of signed agreements, contracts, quotes, and other important sales documentation.
Act as a primary administrative point of contact for the Sage X3/500 sales team, ensuring smooth coordination across departments.
Support month-end and quarter-end sales activities by monitoring deadlines, coordinating documentation, and ensuring transactions are processed accurately.
Assist with sales reporting, performance metrics, administrative projects, and other operational requests as needed.
Identify opportunities to streamline sales administration processes, improve efficiency, and reduce manual tasks.
Support automation initiatives and the implementation of standardized sales administration best practices.
Maintain and update standard operating procedures and internal process documentation to ensure consistency and operational efficiency.

Requirements

2–5 years of professional experience in Sales Administration, Sales Operations, Customer Service, or a related administrative role.
Previous experience working with CRM platforms, preferably Microsoft Dynamics CRM.
Demonstrated experience preparing and processing sales quotes, customer contracts, and sales orders.
Familiarity with electronic signature platforms such as Adobe Acrobat Sign or similar tools.
Strong proficiency in Microsoft Office applications, particularly Excel, Outlook, and Teams.
Excellent organizational and administrative skills, with exceptional attention to detail and accuracy.
Strong written and verbal communication skills, with the ability to interact professionally with customers and internal stakeholders.
Ability to manage multiple priorities simultaneously, meet deadlines, and maintain high-quality work in a fast-paced sales environment.
Strong problem-solving and analytical abilities, with the capacity to identify discrepancies and resolve administrative challenges.
A proactive and service-oriented mindset, with a commitment to supporting sales teams and delivering an excellent customer experience.
Ability to work independently while collaborating effectively with cross-functional teams.
Experience supporting ERP or software sales organizations is highly desirable.
Familiarity with Sage products, ERP platforms, or enterprise software solutions is an advantage.
Knowledge of order management, contract administration, and sales documentation processes is preferred.
Previous experience providing administrative support to remote sales teams is beneficial.
Strong alignment with values such as customer commitment, integrity, accountability, collaboration, continuous improvement, and initiative.
Ability to meet customer-specific access and approval requirements when handling customer information, systems, or premises.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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