Sales Administrator

The Sales Administrator plays a critical role in supporting the sales organization by partnering closely with Account Managers to drive customer satisfaction, operational excellence, and revenue growth within key accounts. This position serves as the primary coordinator for sales administration activities, ensuring accurate order processing, timely quote generation, CRM data integrity, issue resolution, accounts receivable follow‑up, and strategic account planning support.

(This is meant to be a guide. Duties may vary dependent upon management.)

• Partner directly with Account Managers to maximize growth opportunities within assigned key accounts.
• Provide day-to-day administrative support to the sales team to improve efficiency and customer responsiveness.
• Assist in developing and executing account plans that support customer retention, expansion, and long-term growth objectives.
• Prepare sales reports, customer analyses, and account performance metrics as needed.

• Accurately enter and process customer orders in a timely manner.
• Monitor order status and coordinate with internal teams to ensure successful fulfillment and delivery.
• Manage order revisions, customer requests, and documentation requirements.
• Maintain complete and accurate records of all customer transactions.

• Generate customer quotations based on established pricing guidelines and sales strategies.
• Ensure quotes are accurate, competitive, and delivered within required timelines.
• Work with Account Managers to manage quote revisions and customer follow‑up activities.
• Track quote activity and conversion rates.
• Enter system auto‑pricing as needed based on company pricing strategies.

• Maintain accurate and up‑to‑date customer information within the CRM system.
• Ensure all customer interactions, opportunities, activities, and account details are properly documented.
• Support pipeline management and sales forecasting activities.
• Generate CRM reports and dashboards to support sales decision‑making.

• Serve as a key point of contact for resolving customer inquiries, order issues, and service concerns.
• Coordinate with internal departments including Operations, Customer Service, Finance, and Supply Chain to drive issue resolution.
• Communicate proactively with customers and Account Managers regarding status updates and solutions.
• Escalate critical issues appropriately while ensuring timely follow‑through.

• Partner with customers and internal finance teams to monitor outstanding balances.
• Assist with collections efforts and follow‑up on overdue invoices.
• Investigate and resolve billing discrepancies and payment‑related issues.
• Support efforts to improve cash flow and maintain healthy account standing.

• Collaborate with Account Managers to prepare account reviews, business reviews, and growth plans.
• Analyze customer purchasing trends, opportunities, and account performance.
• Support strategic initiatives designed to increase customer engagement and revenue.
• Assist in identifying cross‑selling and upselling opportunities within existing accounts.
• Accompany Account Manager(s) to current/potential customer meetings as required.
• Assist with quarterly business reviews as necessary.
• Other duties as required.

This job description is intended to describe the general nature, complexity and level of work to be performed by employees assigned to this position, and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company.

• High school diploma or GED required.
• Bachelor’s degree in Business, Sales, Marketing, or related field preferred.
• 2–5 years of experience in sales administration, customer service, account support, or a related role.
• Experience supporting business-to-business (B2B) sales organizations preferred.
• Strong organizational skills with exceptional…