CRM & Admin Support Specialist

Navien, Inc.

Irvine (CA)

On-site

USD 27,552 - 30,307

Full time

14 days+

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Benefits offered by this job

PPO Medical, Dental, Ortho, Vision, Rx
401K Plan with employer match
On-site EV Chargers
Paid Holidays

Job summary

Navien, Inc. is seeking an Inside Sales professional in Irvine, CA to provide data‑driven support to customers, management, and team members. The role focuses on reporting, database management, and effective communication in a fast‑paced environment.

The candidate should be proficient in Monday.com, SAP, and Microsoft Excel, with the ability to multitask and adapt to evolving workload. This full‑time position offers a competitive pay range and bonus opportunities.

Qualifications

  • College degree preferred but not required; BA or equivalent in business administration or related field.
  • Knowledge of Microsoft Office including Outlook, Word, Excel.
  • Excellent interpersonal skills with internal and external customers.
  • Ability to learn technical product information and sales procedures.
  • Able to multitask and adapt to changing workloads and deadlines.
  • Detail-oriented and capable of working independently or in a team.

Responsibilities

  • Provide administrative support to internal and external team members, management, and customers.
  • Prepare and process paperwork, forms, and reports for approval or management.
  • Maintain filing systems and documents, update information, and record data.
  • Create, run, export, and provide report data to management and customers.
  • Manage customer and contract records, reports, templates, and forms.
  • Handle document requests (e.g., SRA, unit, parts, credit checks).
  • Stay informed about industry products, customers, and related fields.
  • Research and compile information from various sources.

Skills

Monday.com
SAP
Microsoft Excel
Communication
Teamwork
Multitasking

Education

BA or equivalent in business administration or related field

Tools

Microsoft Excel
Outlook

Job description

Navien, Inc. is seeking an Inside Sales professional in Irvine, CA to provide data‑driven support to customers, management, and team members. The role focuses on reporting, database management, and effective communication in a fast‑paced environment.

The candidate should be proficient in Monday.com, SAP, and Microsoft Excel, with the ability to multitask and adapt to evolving workload. This full‑time position offers a competitive pay range and bonus opportunities.

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