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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Sales Administration and Operations, with a strong focus on CRM management, data accuracy, and process improvement. Proficient in preparing customer quotes and coordinating with internal teams to ensure efficient order processing and compliance.
Highest-signal resume keywords
CRM ManagementSales AdministrationQuote ProcessingMicrosoft Dynamics CRMAdobe Acrobat Sign
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Order ProcessingData EntryOpportunity TrackingDocumentation ReviewSales Metrics Reporting
Soft Skills
Organizational SkillsAttention to DetailWritten CommunicationVerbal CommunicationTask Prioritization
Tools & Technologies
Microsoft OfficeExcelOutlookTeamsSage X3/500
Industry Keywords
Sales OperationsCustomer ServiceOrder ManagementContract AdministrationERP Solutions
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Create and maintain Leads and Opportunities in CRM
- Ensure CRM records are complete, accurate, and up to date throughout the sales cycle
- Assist Account Executives with CRM updates, data entry, and sales administration requests
- Monitor opportunity progression and follow up on missing information required for processing
- Support CRM data quality initiatives and ensure compliance with company processes
- Prepare and process customer quotes
- Review documentation for completeness and accuracy before submission
- Validate pricing, products, customer information, and supporting documentation
- Coordinate with Sales, Finance, and Operations to resolve order-related issues
- Track orders through completion and communicate status updates as needed
- Prepare customer-facing sales documents, including Statements of Work (SOWs), agreements, and order documentation
- Send documents for electronic signature using Adobe Acrobat Sign
- Monitor signature status and follow up with internal teams and customers when necessary
- Maintain organized electronic records of executed agreements
- Serve as a primary administrative resource for the Sage X3/500 sales team
- Coordinate with internal departments to facilitate timely processing of customer transactions
- Support month-end and quarter-end sales activities, ensuring deadlines are met
- Assist with reporting, sales metrics, and administrative projects as assigned
- Identify opportunities to improve sales administration processes and increase efficiency
- Support automation initiatives and adoption of best practices
- Maintain documentation of standard operating procedures
Requirements
What you’ll need- 2–5 years of experience in Sales Administration, Sales Operations, Customer Service, or a related role
- Experience working with CRM systems (Microsoft Dynamics CRM preferred)
- Experience processing quotes, contracts, and sales orders
- Experience using Adobe Acrobat Sign or similar electronic signature platforms
- Strong Microsoft Office skills, particularly Excel, Outlook, and Teams
- Excellent organizational skills with exceptional attention to detail
- Strong written and verbal communication skills
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
- Preferred: Experience supporting ERP or software sales organizations
- Preferred: Experience with Sage products or ERP solutions
- Preferred: Familiarity with order management and contract administration
- Preferred: Experience supporting remote sales teams
- Customer approval may be required for access to customer information, systems, and/or premises
Benefits
Comp & perks- Health and Welfare (Medical, Dental, Vision)
- Accident, Critical Illness, and Hospital Indemnity
- Employee Assistance Program (EAP)
- Life and AD&D Insurance
- Short- and Long-Term Disability Insurance
- Flexible Spending Accounts
- Transportation and Parking Accounts
- Health Savings Accounts (with company contribution)
- Retirement Planning (401k with matching contribution)
- Legal Benefits
- Identity Theft Protection
- Pet Insurance
- Wellness Program Offerings
- Paid Time Off, accrued per pay period based on years of service starting at 15 days annually
- 8 Paid Holidays per year, including 1 floating holiday