CBIZ Advisory Services ยท 23 hours ago
Sales Administrator (Remote)
Philadelphia, PA
Full-time
Remote
Entry Level
$22/hr - $33/hr
2+ years exp
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Hiring Manager
Harrison Pew
Insider Connection @CBIZ Advisory Services
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Responsibilities
Contract Review and Processing: Review contracts for completeness and accuracy, ensuring all terms and conditions are in line with company policies. Coordinate with sales teams, legal departments, and clients to resolve discrepancies and finalize agreements.
Contract Renewal Schedules: Manage, maintain, and update relevant systems with contract renewals and subscriptions. Ensure timely communication of key subscription renewals, including: SLL certificates, Sage software, hardware licenses, third-party ISVs, etc.
Sales Order Processing and Generation: Process sales orders accurately and in a timely manner. Coordinate with internal teams to ensure that orders are fulfilled as per client requirements, including entering orders into the CRM system and ensuring proper documentation is maintained.
Contract Audits: Conduct regular audits of contracts and sales orders to ensure compliance with company policies and industry standards. Review documents for accuracy and completeness, ensuring that all required signatures, terms, and approvals are in place.
Change Orders: Manage and process change orders, ensuring that updates to contracts or sales orders are communicated clearly to all relevant departments, including finance and operations. Ensure that any changes are reflected in the system and that clients are notified in a timely manner.
Documentation and Filing: Maintain accurate records of sales contracts, orders, and other related documentation. Ensure that all documentation is filed correctly for easy retrieval and compliance with audit requirements.
Sales Support: Assist sales teams with administrative tasks, including preparing sales proposals, generating reports, and responding to inquiries from clients and internal teams.
Customer Communication: Serve as a point of contact for clients regarding the status of contracts and orders. Address client questions, provide updates, and help resolve any issues related to orders or agreements. Additionally, with the support of the Customer Success team, communicate with clients regarding late payments and collections.
System Updates and Reporting: Ensure that all sales orders and contracts are properly updated in the CRM and ERP systems. Assist in generating regular reports on sales metrics, contract status, and order fulfillment for management review.
Cross-Functional Collaboration: Work closely with the finance, legal, and operations teams to ensure smooth processing and fulfillment of sales orders, contracts, and change orders. Ensure that all departments are aligned on the status of orders and contracts.
Qualification
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Required
High School Diploma or GED required
Bachelor's degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
Preferred
Minimum of 2 years of experience in a sales administration or similar administrative role, preferably in a B2B environment
Experience with contract management, sales order processing, and auditing is highly desirable
Strong attention to detail and ability to review contracts and documents for accuracy
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software (Salesforce, HubSpot, etc.)
Strong communication skills, both written and verbal, with the ability to collaborate effectively with internal teams and external clients
Ability to manage multiple tasks simultaneously and prioritize work to meet deadlines
Familiarity with sales order systems and contract management tools is a plus
Strong problem-solving skills and the ability to resolve issues in a timely manner
Ability to work independently and as part of a team
Highly organized with a proactive approach to tasks and responsibilities
A customer-centric mindset with a commitment to providing excellent service
Benefits
Comprehensive medical and dental insurance
Retirement savings
Life and disability insurance
Health care and dependent care reimbursement accounts
Certification incentives
Education assistance
Referral program
And much more.
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
Company data provided by crunchbase
