Sales & Finance Administrative Support
Sales & Finance Administrative Support
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job description
We are seeking a Sales & Finance Administrative Assistantto provide essential support to both our Sales and Finance teams. This role will focus on clerical documentation and reporting tasks ensuring smooth operations timely deliverables and accurate recordkeeping.
This full-time position is ideal for someone who is highly organized detail-oriented and eager to gain hands-on experience across sales operations and financial processes. An interest in global collaboration and occasional travelis encouraged as you may support international colleagues and projects.
Job requirements
Sales Support
Maintain and update CRM records (contacts opportunities pipeline stages etc.)
Assist in preparing sales proposals RFP responses and supporting documentation
Help draft and format change request documentationand other client-facing materials
Support in using Power BIto maintain and update sales dashboards and reports
Track and follow up on outstanding quotes renewals and customer documentation
Assist the sales team in developing and improving processes including building templates for SOWs and CRs
Finance & Reporting Support
Maintain financial records filing systems and compliance documentation
Support in using Power BIto maintain and update finance dashboards and reports
Assist in updating cost and sales ratesused in the bid process
Keep up to date on insurance compliance required to support the sales cycle and annually review for competitive rates
Assist in improving processes to increase efficiency and reduce costs
Qualifications
13 years of experience in an administrative or assistant role (sales/finance/project support preferred)
Proficiency in Microsoft Office Suite (Excel Word PowerPoint) is required
Familiarity with CRM systems (e.g. Salesforce HubSpot) is a plus
Experience supporting documentation processes such as RFPs contracts or change requests is a plus
Familiarity with data visualization tools such as Power BIpreferred
Ability to be client-facing and manage client expectations professionally
Basic understanding of accounting principles a plus but not required
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Proactive dependable and team-oriented mindset
Interest in global business and willingness to travel as opportunities arise
- Malvern Pennsylvania United States
All done!
Your application has been successfully submitted!
Employment Type
Full-Time
