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Insight Investments · 4 days ago

Sales Administrator

Irvine, CA

Full-time

Onsite

Entry Level

2+ years exp

Insight Investments is a company that focuses on sales operations and customer service. They are seeking a Sales Administrator to manage sales order fulfillment, communicate with various teams, and implement process improvements.

Business DevelopmentLeasingManagement Consulting

Responsibilities

Communicate all details regarding fulfillment of sales orders, including status inquiries and tracking details to sales team

Obtain all documents needed for sales order processing from sales reps in a timely manner

Setup customer details in Great Plains, including payment term and tax-exempt setup requests

Allocate equipment to pending orders, according to SOP

Communicate with collections team in regard to customer account balance issues

Communicate with Red8 operations and purchasing team in regards to backordered items on pending sales orders

Act as primary back-up for Red8 accounting personnel during month-end closing process

Suggest and help implement improvements to current sales order fulfillment processes and/or controls, including automation and streamlining of existing functions

Prepare and/or update the daily sales report

Participate in year-end audit

Perform physical tasks within the warehouse environment, including bending, stooping, and lifting weights ranging from 5-25 pounds, for tasks such as receiving, picking, packing, and shipping of products

Adhere to safety guidelines and protocols to maintain a safe working environment for all warehouse personnel

Support other departments or teams as needed, including assisting in special projects or initiatives

Qualification

Microsoft Great PlainsSalesforce.comMS ExcelSales operations experienceProblem solvingDecision-makingTeam playerCommunication skillsOrganizational skillsAttention to detail

Required

Moderate proficiency with MS Word, MS Excel, MS Power Point, MS Access

Moderate proficiently with Microsoft Great Plains

Minimum of 2-3 years of continuous sales or sales operations experience

High school diploma or equivalent required

Must have problem solving and decision-making abilities, ability to prioritize projects and strong sense of urgency

Must be highly motivated individual with high level of initiative and an attitude of willingness

Must be team player willing to assist others at all levels of the organization

Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships

Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team

Strong attention to detail

Ability to communicate effectively on a one-on-one basis or in group setting