Sales Administrator

About this Position

The Sales Administrator is responsible for providing operational and administrative support to the Sage X3/500 sales team throughout the sales lifecycle. This role ensures opportunities are accurately maintained in CRM, customer documents are prepared and distributed efficiently, and orders are processed accurately to support a seamless customer experience.

The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced sales environment while managing multiple priorities and deadlines.

Job Responsibilities

CRM & Sales Support

• 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. 

Quote & Order Processing

• 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. 

Contract & Document Management

• 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. 

Sales Coordination

• 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. 

Process Improvement

• Identify opportunities to improve sales administration processes and increase efficiency. 

• Support automation initiatives and adoption of best practices. 

• Maintain documentation of standard operating procedures. 

Job Requirements

• 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. 

• Experience with Sage products or ERP solutions. 

• Familiarity with order management and contract administration. 

• Experience supporting remote sales teams. 

Customer Requirements

This job may require access to customer information, systems, and/or premises.  As a result, this job may require customer approval for such access as an essential job function.

Core Values

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.

• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator –Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation and Benefits

Base salary range: $31.00 to $34.00.

Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.  

We provide competitive, affordable, and diverse benefit programs that support your total health – from healthy body to healthy mind. These benefits support you and your family in all aspects of life: 

• 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)