Sales Administrative Specialist - CRM/ERP & Proposals

Central Mechanical Construction Co.; Windsor (CT); On-site; USD 58,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) plan

Life insurance

Employee assistance program

Job summary

New England Mechanical Services, Inc. is seeking an Administrative Sales Assistant to provide administrative support to sales teams across multiple branch offices, ensuring timely and accurate completion of administrative processes for central office operations.

The role involves preparing proposal letters, assembling booking packages, processing sales lead incentives, and tracking additional work requests within the ERP system, while maintaining accurate customer and sales data in the CRM

Qualifications

• 2–3 years of administrative or office experience.
• Associate degree preferred.
• Proficiency with Word, Excel, Outlook, and PowerPoint.

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.
• Monitor and update additional work requisitions in the ERP system.
• Enter, update, and maintain accurate customer and sales information in the CRM system.
• Provide administrative support to sales personnel across multiple branch locations.
• Ensure accuracy, completeness, and timeliness of all administrative records and reports.
• Communicate effectively with internal teams to support sales operations and customer requirements.
• Perform additional administrative duties as assigned.

Skills

Organizational skills

Time management

Communication skills

Customer service

Education

Associate degree preferred

Tools

Microsoft Office

CRM systems

ERP systems

Job description

New England Mechanical Services, Inc. is seeking an Administrative Sales Assistant to provide administrative support to sales teams across multiple branch offices, ensuring timely and accurate completion of administrative processes for central office operations.

The role involves preparing proposal letters, assembling booking packages, processing sales lead incentives, and tracking additional work requests within the ERP system, while maintaining accurate customer and sales data in the CRM