Sales Administrative Assistant

Raymond West; Fresno (CA); On-site; USD 33,062 - 41,328; Full time

Benefits offered by this job

Medical, dental, vision

401k with company match

Flexible spending accounts

Disability insurance

Life insurance

Paid time off

Holiday pay

Job summary

Raymond West is seeking an Administrative Assistant to join our Sales team. The SAA will provide administrative support to a group of Sales Account Managers, handling data entry and management in Raymond West systems and in VSimple for sales orders.

The role involves creating quotes and sales documents, communicating with departments, vendors, and customers to gather and provide information. Reports to the Director of Sales with training and workload management.

Qualifications

• Proven data entry and data management experience.
• Strong written and verbal communication skills.
• Ability to learn multiple business systems and accurately enter customer and sales data.
• Proficient in Microsoft Office Suite and similar software.
• Ability to read and interpret documents and procedures.
• Able to communicate effectively with customers, vendors, and internal teams.

Responsibilities

• Provide administrative support to a team of Account Managers and enter sales information in Raymond West systems.
• Enter and manage customer data in CRM; create customer quotes and CRM records.
• Draft sales quotes and proposals for AM review and client presentation.
• Coordinate with finance, service, parts, and shops to fulfill orders and inquiries.
• Send and file all paperwork to customers, vendors, and Raymond West departments as directed by AMs.

Skills

Data entry

Communication

Time management

Attention to detail

Team collaboration

Adaptability

Overtime readiness

Education

Bachelor's degree + 1 year admin experience

High School diploma + 2 years admin experience

Tools

Microsoft Office

Adobe

Job description

Raymond West is looking for an Administrative Assistant to join our Sales team! The Sales Administration Assistant (SAA) provides administrative support to a select team of Raymond West Sales Account Managers (AMs) in the execution of product sales. This will include performing data entry and data management using Raymond West business systems. The SAA will assist in entering and managing customer data using the Raymond West Customer Relationship Management (CRM) system, and the SAA will do the same using Vsimple to assist in processing sales orders. In addition, the SAA will create products to provide for customers such as sales quotes and other sales documents. The SAA will be expected to communicate with other departments in Raymond West vendors, and customers to both provide information and gather information.

The Sales Administrative Assistant reports to Raymond West Director of Sales (DoS) who is responsible for the Sales Administrative Assistant training, development, workload management, and personnel administration. SAAs are expected to be flexible and capable of providing overtime support. The Sales Administrative Assistant's flexibility is necessary in meeting the schedule and time-critical requirements of their supported AMs. The DoS will determine the duty location for the SAA, and most likely the Sales Administrative Assistant will be located at the DoS's home branch. This will facilitate management and training of the SAA. However, the DoS may direct an alternate branch when establishing the SAA position. The SAA position will require limited travel to meet with their AMs or supported customers.

Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their businesses up and running.

Duties And Responsibilities

• Provide administrative support to a team of assigned Account Managers in entering sales information in Raymond West business systems, preparing documents
• Enter and manage customer and opportunity data in CRM
  • Create customer sales opportunities in CRM
  • Create New Truck quotes in CRM.
  • Create VSimple records of projects in CRM
  • Maintain accuracy of an AM's CRM data
  • Record activities and notes in CRM
  • Update addresses in CRM
  • Enter contact info in CRM
  • Request CRM accounts be EA Active
  • Creating new accounts in CRM
• Enter and manage sales order data in Vsimple
  • Create sales orders in VSimple
• Draft Quotes for AM review to include but not limited to rental quotes, service contracts, catalog item quotes
• Communicate with other Raymond West departments to gather or provide information on sales orders and customer queries. Including but not limited to finance, sales coordination, service, parts, and shops.
• Email proposals to Account Managers for Account Managers to edit/revise prior to presenting to client
• Communicate with Vendors to request vendor quotes and gather order status updates
• Facilitate transportation processes
• Send and receive all paperwork to the customer, vendor, or other Raymond West departments as directed by the AMs.

Required Skills/Abilities

• Ability to learn various business systems and accurately enter and manage data related to customers and sales orders
• Excellent written and verbal communication skills
• Excellent Organizational Time Management skills
• Proficient in Microsoft Office Suite, Adobe and similar software
• Perform data accurate data entry into various business systems
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to communicate effectively with customers, vendors, and other Raymond West departments.
• Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments
• Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.

Education/Experience

• Preferred: Bachelor's degree with 1 year of administrative experience
• Accepted: High School diploma with 2 years of administrative experience

Travel Requirement

• 10% travel (4 hours a week) of local travel
• Must possess a valid driver's license, as driving is an essential function of this position, and alternative transportation methods are not feasible due to time or cost constraints.
• Must be able to be insured by Raymond West.

Physical Requirements

• The position is desk-bound, and work is performed in an office
• Prolonged periods of sitting at a desk and working on a computer
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
• Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
• Occasionally required to lift and/or move up to 25 pounds

Working Hours

Weekdays (Monday through Friday), 8 a.m. through 4 p.m. The applicant can expect to provide up to 10 hours of overtime a month

Pay Range

• The hourly range for this position is $24.00 - $30.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Qualified candidates must be able to pass a pre-employment physical and drug screen.

Benefits

• Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!

Check us out at www.raymondwest.com. Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.

We are an equal opportunity employer and encourage all qualified people to apply.

We encourage qualified military veterans and persons with disabilities to submit their resume online.

We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.

• 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.