Sales Administrator

JMJ PHILLIP; Houston (TX); On-site; USD 100,000 - 120,000; Full time

Job summary

JMJ PHILLIP is seeking a highly organized Sales Administrator to support sales operations, CRM, and pipeline management in a fast-paced Houston environment. The role emphasizes accurate data maintenance, proactive follow-up, and cross-functional collaboration to move opportunities forward.

You will coordinate sales meetings, prepare materials and reports, and ensure stakeholders have timely access to key information. Strong Monday.com experience and Excel/PowerPoint proficiency are required.

Qualifications

• 3+ years in sales administration, sales ops, or related field.
• Hands-on experience with Monday.com or similar CRM/workflow platform.
• Demonstrated ability to maintain accurate CRM and pipeline information.
• Strong organizational, time-management, and prioritisation skills.
• Excellent written and verbal communication; proactive issue identification.

Responsibilities

• Serve as CRM and sales-tracking administrator; maintain data standards.
• Coordinate sales meetings, calls, pipeline reviews, and BD activities.
• Prepare materials, agendas, and follow-up correspondence; manage materials repository.
• Track meetings, actions, commitments, and deadlines; ensure timely follow-up.
• Produce weekly/monthly pipeline reports, dashboards, and forecasts.

Skills

CRM administration

Sales operations

Data accuracy

Time management

Communication

Meeting coordination

Tools

Monday.com

CRM platforms

Excel

PowerPoint

Outlook/Teams

Job description

We are seeking a highly organized and proactive Sales Administrator to support sales, business development, customer engagement, and opportunity management activities. This individual will serve as an essential operational partner to the sales organization by maintaining accurate CRM data, coordinating sales activities, tracking opportunities and follow-up actions, preparing reports, and ensuring stakeholders have the information needed to move opportunities forward.

The ideal candidate is comfortable working in a fast-paced environment, managing multiple priorities, and proactively following up to ensure important actions, deadlines, and commitments do not get overlooked.

Position Responsibilities

CRM and Pipeline Management

• Serve as the primary administrator for CRM and sales-tracking platforms, including Monday.com or similar systems.
• Maintain accurate and up-to-date customer, contact, opportunity, and pipeline information.
• Ensure opportunities include key details such as value, sales stage, probability, next actions, expected close dates, and responsible owners.
• Establish and maintain consistent CRM data standards and processes.
• Monitor opportunity progression and identify missing information, overdue actions, or stalled opportunities.
• Develop and improve CRM workflows, automations, templates, dashboards, and reporting tools.

Sales Coordination and Administrative Support

• Coordinate and schedule sales meetings, customer calls, pipeline reviews, and business development activities.
• Track customer meetings, follow-up activities, commitments, and action items.
• Prepare meeting materials, agendas, presentations, and follow-up correspondence.
• Maintain organized repositories for presentations, proposals, capability statements, customer correspondence, and other sales materials.
• Support onboarding of new customers, contracts, and opportunities into internal systems.

Reporting and Sales Analytics

• Prepare weekly and monthly pipeline reports, dashboards, forecasts, and executive summaries.
• Assist leadership with tracking bookings, revenue opportunities, sales targets, and key performance indicators.
• Support pipeline forecasting and opportunity prioritization.
• Create reporting tools that provide visibility into pipeline value, timing, probability, customer engagement, and sales performance.
• Identify activities or opportunities requiring management attention.

Business Development and Opportunity Tracking

• Track customer opportunities, solicitations, RFIs, RFPs, proposal deadlines, and other business development activities.
• Coordinate proposal schedules, internal reviews, required documentation, and submission deadlines.
• Maintain visibility into key customer relationships, stakeholders, and business development activities.
• Support the coordination of customer visits, conferences, trade shows, and other business development events.
• Work with internal teams to ensure current product information, marketing collateral, and customer-facing materials are readily available.

Process Improvement and Cross-Functional Coordination

• Partner with sales, marketing, business development, technical teams, and leadership to improve coordination and information flow.
• Identify opportunities to improve sales processes, workflows, reporting, and CRM utilization.
• Promote accountability and consistent use of sales systems across the organization.
• Help ensure the sales organization remains focused on high-priority opportunities and critical next steps.

Prerequisites

• 3+ years of experience in sales administration, sales operations, business development support, CRM administration, or a related field.
• Hands-on experience with Monday.com or a comparable CRM or workflow management platform.
• Demonstrated ability to maintain accurate CRM and pipeline information.
• Strong organizational, time-management, and prioritization skills.
• Ability to manage multiple deadlines and priorities simultaneously.
• Strong written and verbal communication skills.
• Excellent attention to detail and follow-through.
• Ability to work independently and proactively identify issues requiring action.
• Strong proficiency in Microsoft Office, including Excel, PowerPoint, Outlook, and Teams.
• Comfortable interacting with executives, sales professionals, technical personnel, customers, and external partners.

Certifications (Preferred, but not Required)

• Salesforce Administrator certification.
• Monday.com certifications or advanced platform training.
• Project Management Professional (PMP) certification.
• Certified Associate in Project Management (CAPM) certification.
• Other relevant CRM, sales operations, or project management certifications.

What the Role Offers

• Competitive salary range of $100,000 to $120,000, based on experience and qualifications.
• The opportunity to serve as a key operational partner within a growing sales and business development organization.
• A highly visible role supporting leadership, customer engagement, pipeline management, and strategic growth initiatives.
• The ability to improve processes, workflows, automation, reporting, and CRM capabilities.
• Cross-functional exposure to sales, marketing, business development, technical teams, and executive leadership.
• Opportunities for professional growth and expanded responsibility.

Why Houston?

Houston offers a dynamic business environment with a strong presence across technology, aerospace, energy, manufacturing, engineering, and government-related industries. The region provides access to a diverse professional community, major transportation infrastructure, and a growing network of organizations supporting innovation and business development. For professionals seeking to build a career in sales operations and business development, Houston offers opportunities to work across complex industries while enjoying a vibrant metropolitan area with diverse cultural, dining, and recreational experiences.