Sales Admin & Proposals Specialist (CRM/ERP)

New England Mechanical Services, Inc.; South Windsor (CT); On-site; USD 58,000 - 62,000; Full time

Job summary

New England Mechanical Services, Inc. is seeking an Administrative Sales Assistant to support sale teams across multiple branches.

You will prepare proposal letters, assemble booking packages, process incentives, and track work requests in the ERP system while maintaining accurate customer and sales data in the CRM. The role emphasizes organization, attention to detail, and the ability to balance multiple priorities in a fast-paced environment.

Qualifications

• 2 to 3 years of prior administrative or office experience.
• Associate degree preferred.
• Proficiency in Word, Excel, Outlook, and PowerPoint.
• Strong organizational and time-management skills.
• Excellent verbal and written communication; customer service oriented.
• Experience with CRM and ERP systems preferred.

Responsibilities

• Prepare and process proposal letters and sales documentation.
• Assemble and submit booking packages for central office processing.
• Track and manage sales lead incentive documentation.
• Update ERP system with additional work requisitions.
• Enter, update, and maintain accurate customer and sales information in the CRM.
• Provide administrative support to sales personnel across branches.
• Ensure accuracy, timeliness of records and reports.
• Communicate with internal teams to support sales operations.
• Perform additional duties as assigned.

Skills

MS Office

Organizational skills

Time management

Communication skills

Customer service

Independent work

Education

Associate degree

Tools

CRM systems

ERP systems

MS Office suite

Job description

New England Mechanical Services, Inc. is seeking an Administrative Sales Assistant to support sale teams across multiple branches.

You will prepare proposal letters, assemble booking packages, process incentives, and track work requests in the ERP system while maintaining accurate customer and sales data in the CRM. The role emphasizes organization, attention to detail, and the ability to balance multiple priorities in a fast-paced environment.