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.