Sales Admin & CRM Coordinator | Reporting & Support

Coastal Payroll; San Diego (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Voluntary benefits: accident, critical

Group term life and AD&D (employee, sp

FSA/Dependent Care FSA

401(k) plan, eligible after 90 days of

Paid Family Leave (PFL) - up to 8 wks

7 paid holidays per year (full-time)

PTO/Sick Time

Employee Referral Bonus Program

Quarterly Team Events

Job summary

Coastal Payroll Services, Inc. is seeking a highly organized Sales Administrative Assistant to provide administrative support to the Vice President of Sales and the Sales team in San Diego, California.

You will organize files, manage inbound leads, coordinate meetings, and prepare reports and presentations to support sales activities. The ideal candidate has 1–3 years of administrative experience, proficiency with Microsoft Excel and PowerPoint, and familiarity with Salesforce or other CRMs.

Qualifications

• High School diploma required.
• 1–3 years of experience as an administrative assistant, with experience in sales administration or customer service preferred.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving skills and ability to manage multiple competing tasks.
• Proficient in Microsoft Office suite, particularly Excel and PowerPoint.
• Experience with a CRM such as Salesforce, or the ability to learn quickly.
• Ability to maintain confidentiality and discretion at all times.

Responsibilities

• Organize and manage files, paper documents and electronic files.
• Monitor and assign inbound leads according to the established process.
• Coordinate meeting schedules and set up spaces for in-house and external meetings.
• Take meeting minutes, write reports, and prepare presentations as needed.
• Prepare correspondence and other documents, physical or electronic, for mailing or distribution.
• Review Sales team expense reports and report policy violations to the Vice President of Sales.
• Maintain an accurate inventory of Sales materials, collateral, and giveaways, and ensure inventory does not become depleted.
• Maintain Salesforce and pull metrics reports as scheduled and/or needed.
• Prepare and distribute sales reports, presentations, and proposals as needed.
• Liaise between departments for inquiries and requests.
• Work with our Salesforce team to update and enhance our CRM
• Coordinate with Controller to manage billing, collections, and data reconciliation activities.
• Provide administrative support to the Sales team.
• Ensure all sales-related paperwork is organized and up-to-date.
• Provide support for marketing efforts as needed.

Skills

Organizational skills

Attention to detail

Written communication

Verbal communication

Multitasking

Education

High School Diploma

Tools

Salesforce

Microsoft Excel

PowerPoint

CRM

Job description

Coastal Payroll Services, Inc. is seeking a highly organized Sales Administrative Assistant to provide administrative support to the Vice President of Sales and the Sales team in San Diego, California.

You will organize files, manage inbound leads, coordinate meetings, and prepare reports and presentations to support sales activities. The ideal candidate has 1–3 years of administrative experience, proficiency with Microsoft Excel and PowerPoint, and familiarity with Salesforce or other CRMs.