Sales Administrator

Job Specification: Sales Administrator

Experience level: 5 years minimum working

Position Overview

Our Client is looking for a proactive detail-oriented Sales Administrator to support sales and sales operations. The role connects back-office sales activities with customer-facing initiatives helping to ensure sales pipelines proposals and targeted customer campaigns run smoothly. The ideal candidate will be well organised have strong reading comprehension and manage data documents and processes accurately and efficiently.

Key Responsibilities

Sales Administration & Support

• Proposal/RFP Management: Oversee the proposal and quotation process ensuring compliance accuracy and alignment with client requirements. Track and follow up on actions related to proposals and quotes in progress and already submitted.
• Sales Command Centre Management: Own the maintenance updating and governance of the DT Sales Command Centre Excel workbook (including pipeline weighted sales proposal register action trackers and all governance tabs). Ensure high data integrity prevent cut/copy/paste errors perform regular quality reviews and deliver accurate professional sales reports and insights for management.
• Customer Relationship Management (CRM): Maintain and update customer records contact lists and sales pipeline information.
• Sales Reporting: Prepare daily weekly and monthly sales performance and action reports for management.
• Account Strategy Development: Coordinate and implement strategic customer plans with Direct Transact executives and customer-facing teams updating the objectives goals and actions needed to strengthen relationships grow accounts and achieve mutual success.

Customer Communication Coordination

• Campaign Support: Assist in planning and executing marketing campaigns promotions and product launches/communication.
• Collateral Management: Maintain track and distribute sales/marketing content.
• Ensure that new and current customers are aware of the companys offerings products and services and provide training or educational resources as necessary.
• Communication Hub: Act as the primary point of contact for internal and external sales inquiries/actions routing them appropriately.

Personal Attributes

• Proactive resourceful and able to work independently.
• Strong analytical and problem-solving skills.
• Detail-oriented with a commitment to accuracy.
• Professional demeanor with a customer-focused mindset.
• Ability to collaborate effectively across departments.

Requirements & Qualifications

• Education: Diploma or degree in Business Administration Sales or Marketing.
• Software Skills: High proficiency in MS Office (Excel PowerPoint Word). Experience with Artificial Intelligence & CRM is advantageous.
• Soft Skills: Exceptional organisational ability strong verbal and written communication skills and strict attention to detail.
• Industry Knowledge: Understanding of financial services local market trends consumer behaviour and sales cycles is highly advantageous.