Sales Administrator
Core
Provide administrative and operational support to the sales team, managing documentation, proposals, and reporting for Microsoft 365 engagements.
Role type
Sales Administrator
Builds
Sales documentation, proposals, quotes, statements of work, and activity reports for Microsoft funded engagements
Domain
Technology services / Microsoft 365 ecosystem
Deliverable
product features
Required skills
CRM platform proficiency, sales documentation management, proposal coordination, reporting, meeting administration
Preferred skills
IT/consulting environment experience, contract administration knowledge, Microsoft Dynamics 365 Sales experience, sales operations understanding
Technologies
HubSpot, Dynamics 365, Salesforce, Microsoft Office 365
Responsibilities
Manage sales documentation and maintain CRM systems; Prepare proposals, quotes, and statements of work; Coordinate document reviews and client signatures; Track sales pipeline opportunities and action items; Produce weekly and monthly sales activity reports; Support forecasting and pipeline reporting processes
Seniority
Mid-level, hands-on IC