Sales Administrator
Core
Provide essential administrative support to a high-performing sales team, ensuring smooth operations and efficient data management.
Role type
Sales Administrator
Builds
Sales pipeline, customer database, contracts, quotes, and reporting for an insurance claims advocacy company.
Domain
Insurance / Advocacy / Sales Support
Deliverable
dashboards & analysis
Required skills
Data entry, CRM management, reporting, contract preparation, client liaison, calendar management, market research, proposal preparation
Preferred skills
CRM systems experience, sales processes knowledge
Responsibilities
Assisting the sales team with data entry, CRM management, and reporting; Processing sales leads and coordinating follow-ups; Preparing and sending out contracts, quotes, and correspondence; Maintaining and updating the sales pipeline and customer database; Liaising with clients and internal teams; Managing calendars and scheduling; Tracking sales targets and team performance; Helping with market research and proposal preparation
Seniority
Individual Contributor, entry to mid-level