FEATURED JOBS
FEATURED JOBS
JOB TITLE: Sales Administrator
NUMBER OF POSITIONS: 1
REPORTS TO: EVP, Sales and Client Experience
LOCATION: Irving, TX
The Sales Administrator will primarily be responsible for providing clerical and organizational support to our sales team and will play a crucial role in ensuring the smooth operation of sales activities and assist in achieving sales targets.
In this role, the Sales Administrator will be the point of contact for customers with queries about products, orders and deliveries. This position requires strong organizational skills, attention to detail and the ability to multitask. The person in this position must have a background with banks, financial institutions, mortgage, and auto servicing institutions.
This position will follow a hybrid work structure and will allow the employee to work remotely or from the office, as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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Perform basic customer service functions, like answering questions or responding to inquiries.
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Ensure sales targets are met and report any deviations.
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Communicate important feedback from customers internally.
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Develop monthly sales reports.
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Create and maintain sales data and records withing CRM platform.
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Manage and execute email outreach campaigns to sales targets, tracking engagement and responses to optimize sales strategies.
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Support the building and updating of sales materials including presentations and pricing proposals.
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Organize and manage sales documents on SharePoint, ensuring easy access and systematic storage for the sales team.
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Check data accuracy in orders and invoices.
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Become expert on company products and services, staying up to date on new offerings and features.
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Ability to work closely with operations, IT and client onboarding to ensure client expectations are met.
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Scheduling of client meetings, lunches, travel accommodations, etc.
QUALIFICATIONS:
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Experience in banking, financial institutions, mortgage, and/or auto servicing.
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Knowledgeable in customer service best practices.
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Previous experience as a Sales Administrator or Sales Support.
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Understanding of sales performance metrics.
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Strong numerical and financial skills.
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Proficient in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
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Experience in Hubspot CRM platform is preferred.
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Excellent organizational and multitasking skills.
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Be a team player.
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Strong verbal, written, communication and presentation skills; strong critical thinking and reasoning.
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Background and credit check required.
SALARY RANGE:
Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualification, and other job-related reasons.
EDUCATION:
High School diploma or equivalent; a degree in business administration or related field is preferred.
LANGUAGE SKILLS:
Ability to read, analyze and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to read and comprehend instructions, detailed correspondence, memos, and emails. Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
MATHEMATICAL SKILLS:
Ability to choose the right mathematical methods or formulas to solve a problem. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals quickly and correctly.
REASONING ABILITY:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
CERTIFICATES, LICENSES, REGISTRATION:
Candidates with quality related certification/licenses will be preferred.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, and walk. Hearing and speaking to exchange information in person and on the phone. Seeing to read and write, exchange emails, conduct work, and prepare documents and reports. Minimal to light physical effort is generally required in performing duties in an office environment. This position requires the ability to operate a computer keyboard and standard office equipment at efficient speed. The employee frequently is required to reach with hands and arms and stoop, kneel, crouch or crawl. The employee is occasionally required to climb or balance. The employees must occasionally be required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
DISCLAIMER:
The information in this job description is designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position and may be changed at the company’s discretion to conform to business needs.
ABOUT THE COMPANY:
AIS is a Texas-based fintech firm committed to lowering operating costs, improving quality and reducing cycle time with back-office automation, highly skilled talent and standardized reporting and analytics solutions. AIS manages the day-to-day work so our clients can focus on growing their business. We review client processes, eliminate non-value adds, and enhance productivity. We build financial and legal technology to automate and optimize workforce performance. We recruit, train, and manage specialized human resources to meet staff augmentation needs. We equip decision makers with deep data sets and forward-thinking analytics so they can make smarter business decisions and create better customer experiences. We serve a variety of industries including banking, automotive finance, credit card, mortgage, insurance and telecommunications.
Website – www.aisinfo.com
LinkedIn – https://www.linkedin.com/company/aisinfo/
ABOUT US
AIS offers exciting opportunities to provide innovative solutions that help clients maximize their potential.