Sales Administrator
hace 2 días
Omaha
Job Description Secur-Serv is a leading managed services provider of IT, print, and hardware services, with a security focus at the core of every service. Secur-Serv provides nationwide, on-site service to businesses of every size, focusing on the financial, manufacturing, transportation, and healthcare industries. Secur-Serv is headquartered in Omaha, NE, and able to service our customers throughout the continental United States and Canada. Why Secur-Serv? Join Secur-Serv because we are committed to professional and personal growth, working with employees to develop a defined career path and helping them achieve their career goals with internal and external training and tuition reimbursement. We empower our employees to innovate and be a part of solutions that improve processes, systems, and transformation. We recognize and provide an environment where each and every employee can make an impact. • We have a generous benefits package for our full-time employees, which includes a copay medical plan option, HSA medical plans with employer contributions to your HSA Account, dental, vision, company-paid life insurance, and company-paid short- and long-term disability coverage., • Plan for your future with Secur-Serv’s 401K savings plan with a generous company match. You are vested on your first day of eligibility in the plan., • Participate in our company wide well-being program that also serves to lower your annual health insurance premiums. POSITION SUMMARY The Sales Administrator supports quoting and proposal management, oversees reporting and dashboards, and provides cross-functional coordination across Accounting, Service, IT, and Billing. Also responsible for ensuring CRM data accuracy, managing HubSpot and related systems, streamlining workflows, and enabling sales efficiency. ESSENTIAL RESPONSIBILITES CRM & Data Management • Maintain and update HubSpot to ensure accurate account, opportunity, and pipeline data., • Manage sales dashboards and reports for leadership, highlighting pipeline health, closed/won opportunities, and forecast trends., • Conduct regular audits of accounts, opportunities, pricing, and line-item data to ensure accuracy., • Administer sales tools including pricing libraries, quote templates, and automated workflowsProcess & Workflow Optimization, • Identify operational inefficiencies and recommend improvements across sales and proposal processes., • Support cross-departmental handoffs between Sales, Accounting, Billing, and Service teams., • Standardization and document processes to improve clarity and consistency across the sales organization., • Assist with ad hoc projects and process improvements.Reporting & Analytics, • Produce weekly, monthly, and ad hoc reports for sales leadership, including account activity, performance KPIs, and forecasting., • Analyze trends and provide insights to guide strategic decision-making.Customer & Internal Support, • Serve as a point of contact for internal teams regarding sales operations questions or system usage., • Field inquiries from sales teams and ensure issues are routed to the correct department., • Support onboarding and training of new sales team members on HubSpot and operational processes. REQUIREMENTS • High School Diploma or GED, • 2 years prior experience in Sales Operations, Revenue Operations, or a related field., • 2 years’ experience supporting sales processes, • Hands-on expertise with CRM systems (e.g., HubSpot) including reporting, dashboards, and data management., • Proven ability to work cross-functionally with Sales, Finance, and Marketing teams, • Proven Proficiency using MS Office applications, • Ability to manage multiple projects, prioritize tasks and meet deadlines, • Proven track record of understanding sales operations, order management, and accounting process, • Exceptional organizational, analytical, and communication skills, • Ability to maintain professional interactions with internal stakeholders and external customers, • Collaborative and team-oriented mindset, • Strong analytical and problem-solving ability with attention to detail, • Ability to apply critical thinking and sound judgment to resolve issues and improve processes, • Project management and organizational skills to manage multiple priorities., • Ability to influence and collaborate across teams while driving accountability., • Adaptability and willingness to learn new systems and tools quickly PREFFERED SKILLS/EXPERIENCE • Two or more years of college or trade school, • Familiarity with BI and data visualization tools (Power BI, Tableau, or similar), • Exposure to ERP/accounting systems (Oracle, SAP, NetSuite, Microsoft Dynamics or similar), • Experience with NetSuite, ConnectWise, and/or HubSpot, • Advanced Excel/Google Sheets skillsPhysical & Mental Requirements, • Sit Frequently at a desk, • Frequent fine hand and finger movements (keyboard, writing, mouse movement), • Continual close visual acuity for reading, • Hearing and Speaking for communication within and outside of company., • May be required to lift/push/pull up to 10 pounds for set up/movement of office equipment,, • Mental Requirements – must be able to consistently:, • Learn new tasks,, • Remember Processes,, • Maintain focus,, • Complete tasks independently, • Make timely decisions in the context of a workflow,, • Ability to communicate effectively, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our People Department by emailing or calling 402.697.3039. EEO is the law. To review your rights under Equal Employment Opportunity please visit: . Powered by JazzHR Cu3Y0eU39c