Sales Administrator

SALES ADMINISTRATOR

Sales Administrators act as the connecting piece between the Customer Order Management/Finance teams, the Minitab Sales Team and its customers/prospects by doing key tasks such as facilitating the processing of orders, keeping track of customer information and providing pre and post-sale customer service related requests. They also perform the necessary administrative duties within a sales team and tasks related to collecting & managing customer data and processing sales opportunity/order related information.

Responsibilities include but are not limited to:

• Facilitate the Order & Invoice process routing flow – Act as the liaison between Sales and the Customer Order Management & Finance teams on order/invoice clarifications and need for additional supporting documentation for efficient and rapid processing. Includes proactive packaging and communication for non-standard order/invoice types.
• Handle appropriate direct communication (e-mail and voice) with customers/prospects - Communicate both timely and professionally with customers and prospects as needed for administrative/financial/forms related information requests and or necessary updates and changes.    
• Assist in the maintenance of an Accurate Database of Customer/Prospect Information to fully support effective and efficient order/invoice processing flow

Perform sales administration functions as listed below:

• Manage the follow up/corrections/supporting order information from COM team
• Handle updates/changes for key administrative customer contacts (i.e. License Coordinator)
• Handle changes to key customer information, e-mail address changes, bill to/ship to, legal entity changes/mergers/consolidations, etc.
• Coordinate/facilitate Trust center & security questionnaire requests
• Coordinate/facilitate customer forms requests including partial completion
• Handle Credit, credit-upsell, and store related requests
• Ongoing overall CRM account record clean up beyond existing active customers

• Knowledge of MS 0365 tools, specifically Dynamics CRM and BI
• Time Management and Planning
• Ability to prioritize and stay focused
• Detail-oriented
• Strong work ethic
• Verbal and Written communication skills.

This role will report to the Senior Manager of Sales Operations and is office based but eligible for 1 day a week hybrid following first 90 days of onboarding.

Minitab requires employees to be fully vaccinated for COVID-19 according to applicable law. 

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