Sales Administrator

Daisy Business Solutions; Knysna; On-site; ZAR 167,400 - 279,000; Full time

Job summary

Daisy Business Solutions is looking for an administrative professional in Knysna to manage deal files, draft legal agreements, and maintain accurate records. The role requires proficiency in Microsoft Excel and experience with Custrack management system. You will liaise with multiple departments to ensure all processes are followed accurately and efficiently. Strong attention to detail is crucial, as you will be responsible for preparing documentation and managing data for sales purposes.

Qualifications

• Proficiency in Microsoft Excel for data management and reporting.
• Experience with CRM tools, specifically Custrack management system.
• Strong attention to detail and responsibility in completing tasks accurately.

Responsibilities

• Create and organize deal files for cash and rental applications.
• Draft agreements, legal contracts, and quotes.
• Ensure timely receipt of all supporting documents for paperwork.

Job description

Job Functions

• Creating and organizing new deal files for cash and rental applications – must be completed in full and accurately on behalf of sales rep (if you are unsure/uncertain about anything it is your responsibility to ensure that you acquire the necessary information)
• Drafting of all agreements, legal contracts and quotes
• Paperwork – ensure that all necessary supporting documents are received timeously and that all discounting criteria are adhered to
• Commissions sheets must be completed on behalf of sales rep
• Ordering of stock once a deal has been confirmed/approved – following criteria must be met when ordering stock:
  • Must have master rental agreement
  • All approval criteria must be met
  • Deal Packs (CCTV & PABX) for installation must be completed and submitted
• Liaising with procurement and stores regarding delivery and delays
• Liaising with service department for equipment installation
• Liaising with store departments for upgrade of equipment and collections
• Arranging customer relations liaison visits to clients once installation is complete
• Capturing data on file director and scanning of documents for finance to approve
• Updating debtors list daily on Microsoft excel – debtors list must be completed accurately with all information blocks – it is your responsibility to ensure that proper and relevant information is received from sales rep
• At month end debtors list must be printed with the relevant invoice deals – these debtors list must be signed by the relevant sales manager and sales reps before submission
• Contract checklist must be completed for every contract
• Capturing data/equipment on CRM tool (Custrack management system)
• Assisting admin and sales teams when required
• Performing any other duties as assigned from time to time