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Sales Administrator
Company | Pico |
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Location | New York, NY, USA |
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Salary | $100000 – $105000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree, preferably in Business, Analytics Finance, or similar analytical subject area
- 5+ years of relevant sales operations work experience, including supporting sales processes and project management in the financial services segment.
- Experience with Salesforce is required
- Strong Project management experience with an acute ability to multi-task
- Exceptional communication, interpersonal, listening and relationship-building skills
- Microsoft Office proficiency—Word, PowerPoint, Excel
- Resourceful with a natural ability to problem solve
- Proactive self-started and natural multitasker
- Meticulous attention to detail
Responsibilities
- Raise Opps, Decommissions, and Move Add Change Delete (MACD) coming from both Sales Directors and Sales Engineers
- Request for Sales Orders from legal and sales operations
- Resolve Client billing queries and have weekly calls with Billing Operations to get status of each one and update the client
- Track all Sales Orders, Master Service Agreements, Non-Disclosure Agreements, Amendments and have Weekly Calls with Legal to discuss the status of each
- Raise product total contract value and Subs Quotes
- Work with Logistics on getting shipment form completed and any documentation required for shipping Corvil Hardware
- Send signed Sales Orders and Opps for countersignature and closure
- On occasion, attend client project meeting calls to support meeting note capture and follow ups for circulation and salesforce uploading if needed
- Support the overall RFP, Due Diligence, and compliance process by project managing questionnaires for clients and the coordinated completion with Legal, Finance and Infosec
- Act as a back-up for the Americas Sales Team if out of office
- Take notes on meetings, outstanding proposals etc. on weekly internal team huddle calls
- Help with onboarding new clients by acquiring third party forms, non-disclosure agreements and sanction checks completed
Preferred Qualifications
No preferred qualifications provided.