Sales Admin & CRM Specialist

Coastal Payroll; San Diego (CA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

PTO/Sick Time

Paid holidays

Employee Referral Bonus

Team events

Job summary

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

The role involves organizing files, tracking inbound leads, coordinating meetings, and preparing reports and presentations. Ideal candidates have 1–3 years in sales administration or customer service, strong written and verbal communication, proficiency in Excel/PowerPoint, and experience with Salesforce.

Qualifications

• High School diploma required.
• 1–3 years of experience as an administrative assistant, preferably in sales administration or customer service.
• 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 tasks.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Experience with Salesforce or ability to learn quickly.
• Ability to maintain confidentiality and discretion.

Responsibilities

• Organize and manage files, paper and electronic.
• Monitor and assign inbound leads per established process.
• Coordinate meeting schedules and set up spaces.
• Take minutes, write reports and prepare presentations.
• Prepare correspondence for mailing or distribution.
• Review expense reports and report policy violations.
• Maintain inventory of sales materials and proposals.
• Pull metrics reports from Salesforce and distribute reports.
• Prepare sales reports, presentations and proposals.
• Liaise between departments and support CRM updates.
• Coordinate with Controller on billing, collections and data reconciliation.
• Provide administrative support to the Sales team.
• Ensure all sales paperwork is organized and current.
• Support marketing efforts as needed.

Skills

Organizational skills

Written and verbal communication

Independent and collaborative work

Education

High School diploma

Tools

Excel

PowerPoint

Salesforce

Job description

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

The role involves organizing files, tracking inbound leads, coordinating meetings, and preparing reports and presentations. Ideal candidates have 1–3 years in sales administration or customer service, strong written and verbal communication, proficiency in Excel/PowerPoint, and experience with Salesforce.