CRM and Administrative Support

Position:CRM and Administrative Support

Location: Irvine, CA

Job :691

# of Openings:1

CRM and Administrative Support

Irvine, CA

Full-time

The ideal candidate for this position is the ability to deliver the information, reports, and support to our internal/external customers, team members, and upper management in a timely manner while adapting to change in workload. They are experienced in , SAP, and Microsoft Excel as well as developing, maintaining, and managing various types of reports and large databases. They must also be able to work well in a team environment as well as independently.

Essential attributes include excellent communication and interpersonal skills and the ability to multitask and remain focused in high-demand situations. This person dives into the details while always keeping the big picture in mind. In addition, this candidate must be highly self-motivated, have a positive attitude and be resourceful, and enthusiastic about knowledge.

• Provide administrative support to the internal and external team members, management, and customers.
• Assist in preparation and process of paperwork, forms, and reports to obtain approval or to provide to management
• Manage electronic and paper filing systems, updating and maintaining documents, recording information.
• Create, Run, Export, and provide report data and support to internal/external management and customers
• Maintain, Control, and Update New & Existing customers, Contracts, Report spreadsheets, Forms, Templates, etc.
• Process document requests such as SRA, unit, part accessories, credit checks, etc.
• Maintain current knowledge in this industry, related industry, products, customers, etc.
• Research, collect, and compile information from various sources such as internal documents, database programs, and websites
• Review information from materials, forms, and reports for accuracy
• Provide back-up support to the Inside Sales team members during their absence
• Any other duties reasonably requested by Supervisor or Navien management

• College degree preferred not necessary; BA or equivalent in business administration or comparable work experience in inside sales or customer service
• Knowledge of Microsoft Office includes but is not limited to Outlook, Word, and Excel
• Excellent interpersonal skills with the ability to communicate and maintain positive relationships with all internal and external customers
• Ability to learn and retain technical product information and sales procedures
• Able to multi-task and adjust to changes in workload, assignments and priorities to meet deadlines
• Attention to detail and a quick learner
• Able to work independently and in a team environment

• Experience with  and SAP resource management program
• Knowledge and experience in wholesale industry
• Knowledge of Microsoft Excel functions; pivot table, formula, Query, and Chart

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, activities may change or be assigned at any time with or without notice.

• PPO Medical, Dental, Ortho, Vision, Rx, LTD and Life Insurance
• Employee-only premium covered at 100%
• Voluntary Benefits: STD, Hospital, Critical Illness, Accident, Discounted Pet Insurance
• Pre-Tax Flex Spending Accounts:
  Health and/or Dependent Care
• 11.5 Paid Holidays per calendar year
• Paid Community Involvement Volunteer Day
• 401K Plan, 100% match on employee’s contribution, up to 5%
• Employee discounts on Navien products
• On-site EV Chargers
• Life Style Spending Account:
  You choose-- gas, pet care, financial advisor, gym membership, plus many more!
• Monday Lunches

Since 2006, Navien, Inc. has rapidly emerged as one of the fastest-growing companies in the home comfort sector across North America. A leader in condensing technology, Navien has revolutionized the industry with its line of high-efficiency condensing tankless water heaters, combi-boilers, and wall-hung boilers. In 2024, Navien was recognized as the number one selling manufacturer of gas tankless water heaters…