CRM and Administrative Support

Navien, Inc.; Irvine (CA); On-site; USD 27,552 - 30,307; Full time

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

What We Are Looking For

The ideal candidate for this position is the ability to deliver the information, reports, and support to our internal/external customers, team members, and upper management in a timely manner while adapting to change in workload. They are experienced in Monday.com, SAP, and Microsoft Excel as well as developing, maintaining, and managing various types of reports and large databases. They must also be able to work well in a team environment as well as independently. Essential attributes include excellent communication and interpersonal skills and the ability to multitask and remain focused in high-demand situations. This person dives into the details while always keeping the big picture in mind. In addition, this candidate must be highly self‑motivated, have a positive attitude and be resourceful, and enthusiastic about knowledge.

Inside Sales

Irvine, CA

Full‑time

Responsibilities

• Provide administrative support to the internal and external team members, management, and customers.
• Assist in preparation and process of paperwork, forms, and reports to obtain approval or to provide to management.
• Manage electronic and paper filing systems, updating and maintaining documents, recording information.
• Create, run, export, and provide report data and support to internal/external management and customers.
• Maintain, control, and update new & existing customers, contracts, report spreadsheets, forms, templates, etc.
• Process document requests such as SRA, unit, part accessories, credit checks, etc.
• Maintain current knowledge in this industry, related industry, products, customers, etc.
• Research, collect, and compile information from various sources such as internal documents, database programs, and websites.
• Review information from materials, forms, and reports for accuracy.
• Provide back‑up support to the Inside Sales team members during their absence.
• Any other duties reasonably requested by Supervisor or Navien management.

Key Requirements (include required education, if any)

• College degree preferred not necessary; BA or equivalent in business administration or comparable work experience in inside sales or customer service.
• Knowledge of Microsoft Office includes but is not limited to Outlook, Word, and Excel.
• Excellent interpersonal skills with the ability to communicate and maintain positive relationships with all internal and external customers.
• Ability to learn and retain technical product information and sales procedures.
• Able to multi‑task and adjust to changes in workload, assignments and priorities to meet deadlines.
• Attention to detail and a quick learner.
• Able to work independently and in a team environment.

Preferred Qualifications

• Experience with Monday.com and SAP resource management program.
• Knowledge and experience in wholesale industry.
• Knowledge of Microsoft Excel functions; pivot table, formula, query, and chart.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, activities may change or be assigned at any time with or without notice.

Pay Scale: $20.00/hr. - $22.00/hr. DOE plus Annual Bonus Opportunity!

Benefits

• PPO Medical, Dental, Ortho, Vision, Rx, LTD and Life Insurance.
• Employee‑only premium covered at 100%.
• Voluntary Benefits: STD, Hospital, Critical Illness, Accident, Discounted Pet Insurance.
• Pre‑Tax Flex Spending Accounts: Health and/or Dependent Care.
• 11.5 Paid Holidays per calendar year.
• Paid Community Involvement Volunteer Day.
• 401K Plan, 100% match on employee’s contribution, up to 5%.
• Employee discounts on Navien products.
• Discount Tickets – hotels, amusement parks, sports events…
• On‑site EV Chargers.
• Life Style Spending Account: You choose—gas, pet care, financial advisor, gym membership, plus many more!
• Monday Lunches.

About Navien, Inc.

Since 2006, Navien, Inc. has rapidly emerged as one of the fastest‑growing companies in the home comfort sector across North America. A leader in condensing technology, Navien has revolutionized the industry with its line of high‑efficiency condensing tankless water heaters, combi‑boilers, and wall‑hung boilers. In 2024, Navien was recognized as the number one selling manufacturer of gas tankless water heaters and wall‑hung boilers in North America.

Expanding its offerings, Navien now boasts a full line of HVAC products, including the innovative NPF Hydro‑furnace. Additionally, Navien has ventured into the heat pump water heater market, further solidifying its commitment to sustainable and energy‑efficient solutions for home comfort. The company is also making strides in the water treatment space with cutting‑edge scale prevention systems and whole‑house filtration solutions.

Navien’s international reputation is built on sophisticated engineering, robust design, and a steadfast commitment to quality. Backed by over 40 years of advanced technology expertise from its parent company, KD Navien, the company continues to push boundaries in product development. Navien products are available across the United States and Canada through a select network of trusted wholesale distributors.

Navien Inc. is an Equal Opportunity Employer

No Agencies Please!