Sales Administrative Assistant

Sales Administrative Assistant

Coastal Payroll Services is a leading provider of Human Capital Management services in California. As a growing company, we promote a workplace that is employee & client focused, fun and creative. Our primary goal is to have a positive impact on the lives of the clients we service. We accomplish this by never wavering from our values and by always seeking to be better tomorrow than we are today.

Coastal Payroll has been on the San Diego Business Journal's 100 Fastest Growing Companies for 8 consecutive years! We are currently seeking a highly organized, efficient, and proactive Sales Administrative Assistant to provide administrative support to the Vice President of Sales and Sales team.

What You'll Do

• Organize and manage files, paper documents and electronic files.
• Monitor and assign inbound leads according to the established process.
• Coordinate meeting schedules and set up spaces for in-house and external meetings.
• Take meeting minutes, write reports, and prepare presentations as needed.
• Prepare correspondence and other documents, physical or electronic, for mailing or distribution.
• Review Sales team expense reports and report policy violations to the Vice President of Sales.
• Maintain an accurate inventory of Sales materials, collateral, and giveaways, and ensure inventory does not become depleted.
• Maintain Salesforce and pull metrics reports as scheduled and/or needed.
• Prepare and distribute sales reports, presentations, and proposals as needed.
• Liaise between departments for inquiries and requests.
• Work with our Salesforce team to update and enhance our CRM
• Coordinate with Controller to manage billing, collections, and data reconciliation activities.
• Provide administrative support to the Sales team.
• Ensure all sales-related paperwork is organized and up-to-date.
• Provide support for marketing efforts as needed.

What You'll Bring

• High School diploma required.
• One (1) to three (3) years of experience as an administrative assistant, with experience in sales administration or customer service preferred.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving skills and ability to manage multiple competing tasks.
• Proficient in Microsoft Office suite, particularly Excel and PowerPoint.
• Experience with a CRM such as Salesforce, or the ability to learn quickly.
• Ability to maintain confidentiality and discretion at all times.

What We Offer

• Medical, dental, and vision insurance
• Voluntary benefits: accident, critical illness, hospital indemnity
• Group term life and AD&D (employee, spouse, and child)
• FSA/Dependent Care FSA
• 401(k) plan, eligible after 90 days of employment
• Paid Family Leave (PFL) - up to 8 weeks of partial wage replacement
• 7 paid holidays per year (full-time employees only; part-time are not eligible)
• PTO/Sick Time
• Employee Referral Bonus Program
• Quarterly Team Events

Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.