Sales Administrator

BUSINESS OFFICE SUITE SERVICES INC; Las Vegas (NV); On-site; USD 42,000 - 44,000; Full time

Benefits offered by this job

Hybrid work schedule

Onboarding program

Medical, dental, vision coverage at no

401(k) matching

Paid time off

Gym membership subsidy

Job summary

Anderson Business Advisors in Las Vegas is seeking a Sales Administrator to support Sales Advisors and clients, manage scheduling, draft proposals, and maintain client records in Salesforce. This full-time, hybrid role emphasizes accuracy, responsiveness, and professional communication.

The role coordinates with Client Success, Tax Accounting, and Bookkeeping teams to ensure seamless service and timely proposals. Strong organizational skills and customer focus are essential for success.

Qualifications

• Minimum High School Diploma required; Associate's Degree preferred.
• At least 2 years of client service experience.
• High computer literacy with proficiency in Google Suite and Salesforce preferred.
• Exceptional accuracy and attention to detail with strong phone etiquette, grammar, and spelling.
• Ability to solve problems and work independently with minimal supervision.
• Demonstrated ability to work effectively within a team environment.
• Strong organizational and time management skills with the ability to prioritize tasks.

Responsibilities

• Support assigned Sales Advisors and their clients with scheduling and inquiries.
• Draft, send, and process proposals; update client information in Salesforce.
• Coordinate with Client Success, Tax Accounting, and Bookkeeping teams to meet client needs.
• Deliver world-class service to clients and Anderson employees.
• Perform additional duties as required by changing needs and supervisor guidelines.

Skills

Client service

Attention to detail

Organizational skills

Communication

Independent work

Education

High School Diploma

Associate's Degree preferred

Tools

Google Suite

Salesforce

Job description

Job Details

Job Location: McLeod Office - Las Vegas, NV 89121, Position Type: Full Time, Salary Range: $20.00 - $21.00 Hourly, Job Purpose:

The Sales Administrator plays a critical role in supporting Sales Advisors and their clients by ensuring efficient management of schedules, order transitions, and client interactions. This role involves coordinating with various internal teams, such as Client Success, Tax Accounting, and Bookkeeping to provide seamless service. The Sales Administrator is responsible for drafting and processing proposals, maintaining accurate client information in Salesforce CRM, and addressing client queries with professionalism. The role requires strong organizational skills, proficiency with relevant software, and the ability to adapt to changing priorities while maintaining high service standards.

Key Responsibilities

• Client and Advisor Support:
  
  
  
  • Offer dedicated support to assigned Sales Advisors and their prospective and existing clients.
  
  
  • Manage the scheduling of appointments for new and existing clients on Sales Advisors' calendars.
  
  
  • Respond to client inquiries in a timely and professional manner.
  
  
  • Work effectively with Client Success Coordinators, Tax Accounting, and Bookkeeping Teams to ensure client needs are met.
  
  
  • Deliver world-class service to clients and fellow Anderson employees.
  
  
  
  


• Process Management:
  
  
  
  • Facilitate the transition of sales orders to fulfillment by coordinating with the assigned service team member.
  
  
  • Draft, send, and process proposals for all Sales Advisor and Attorney sales.
  
  
  • Utilize Salesforce CRM to access and update client information as needed.
  
  
  
  


• Additional Responsibilities:
  
  
  
  • Perform additional duties as required by changing needs, priorities, and Supervisor guidelines
  
  
  
  

Required Qualifications

• Minimum High School Diploma required; Associate's Degree preferred.


• At least 2 years of client service experience.


• High computer literacy with proficiency in Google Suite and Salesforce preferred.


• Exceptional accuracy and attention to detail with strong phone etiquette, grammar, and spelling.


• Ability to solve problems and work independently with minimal supervision.


• Demonstrated ability to work effectively within a team environment.


• Strong organizational and time management skills with the ability to prioritize tasks and manage multiple responsibilities simultaneously.

Preferred Qualifications

• Background in sales administration is a plus.

Performance Metrics

• Client Satisfaction: Measured by client feedback and timely resolution of inquiries.


• CRM Management Accuracy: Effectiveness in updating and maintaining accurate client records in Salesforce.


• Proposal Management Efficiency: Timeliness and accuracy in drafting and processing sales proposals.


• Interdepartmental Collaboration: Effectiveness in working with internal teams to meet client needs.

Qualifications: Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.


• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.


• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.


• Plan for the future with a 401(k) matching program


• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.


• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.