Sales Administrator

y
We are seeking a highly organized, analytical, and trustworthy Sales Administrator to provide administrative, operational, and analytical support to the Sales organizatio

n.
This position will work closely with Sales leadership and the sales team to ensure sales activities, pipeline information, reporting, documentation, and administrative processes are accurate, organized, and executed efficient

ly.
A significant component of this role will involve working within our CRM system to run reports, analyze sales data, identify trends, and provide actionable analytical information to management. The Sales Administrator will help leadership understand sales performance, pipeline health, activity levels, conversion trends, and other key business metr

ics.
Because this position will have access to confidential sales, customer, pricing, revenue, pipeline, performance, compensation, and strategic business information, the individual in this role must demonstrate exceptional discretion, integrity, and judg

ment.
Key Responsibi

• Provide day-to-day administrative and operational support to the Sales team and Sales leadership.
• Assist sales representatives with administrative tasks, documentation, and follow-up activities.
• Coordinate internal sales meetings, sales calls, presentations, and other sales-related activities.
• Prepare agendas, meeting materials, notes, and follow-up items when needed.
• Track outstanding sales-related tasks and follow up with team members to ensure completion.
• Assist with preparation of sales presentations, proposals, quotes, and other sales materials.
• Maintain organized sales documentation and records.
• Assist management with special projects and confidential assignments as needed.

• Maintain accurate and up-to-date information within our CRM system.
• Enter, update, and maintain leads, contacts, accounts, opportunities, activities, and other CRM information.
• Monitor CRM data for accuracy, completeness, and consistency.
• Identify missing or inaccurate information and coordinate corrections with the appropriate sales team members.
• Assist with maintaining sales pipeline data and ensuring opportunities are properly documented.
• Support the Sales team in following established CRM processes and procedures.
• Assist with the development and maintenance of Hub Spot dashboards and reporting tools.
• Help ensure Hub Spot data accurately reflects current sales activity and pipeline.

• Run recurring and ad hoc reports from our CRM system for Sales leadership and management.
• Analyze sales data and provide management with meaningful insights and trends.
• Prepare weekly, monthly, quarterly, and ad hoc sales reports.
• Identify trends, gaps, inconsistencies, and opportunities within sales data.
• Translate raw data into clear and actionable information for management.
• Provide analytical support for sales forecasting and business planning.
• Prepare reports and analysis for Sales leadership and Executive Management meetings.
• Develop customized reports based on management's specific information needs.
• Assist management in evaluating sales performance and identifying areas requiring attention.
• Maintain reporting accuracy and ensure data is presented in a clear and professional manner.
• Provide management with data necessary to support sales planning and decision.

• Assist with the preparation and organization of proposals, quotes, contracts, and other sales documentation.
• Coordinate internal approvals related to pricing, discounts, contracts, and other sales requests.
• Maintain organized records of sales agreements and supporting documentation.
• Track important contract dates, renewals, and expiration deadlines.
• Ensure sensitive sales documentation is stored securely and accessible only to authorized personnel.

Required

• 7+ years of experience in sales administration, sales operations, business administration, reporting, or a related role.
• Experience working with a CRM system.
• Strong experience with Microsoft Office or Google Workspace.
• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Ability to work with large amounts of data and identify meaningful trends.
• Strong written and verbal communication skills.
• Ability to prepare professional reports and presentations for management.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work independently with minimal supervision.
• High level of professionalism, discretion, and integrity.
• Demonstrated ability to handle confidential and sensitive information.
• Experience working with Hub Spot, Salesforce, or another major CRM platform.
• Experience analyzing sales performance and pipeline data.
• Experience supporting Sales Operations or Revenue Operations.
• Experience working in a SaaS, technology, healthcare, or B2B environment.
• Familiarity with MRR, ARR, sales quotas, pipeline forecasting, conversion rates, and sales KPIs.
• Experience preparing executive-level reports and business analysis.
• Advanced…