Sales Support Administrator

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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CAP Index

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1988

🔐 Security

☁️ SaaS

🏢 Enterprise

Security • SaaS • Enterprise

CAP Index is a provider of crime risk data, intelligence, and analytics for organizations. It offers crime risk reports, the CRIMECAST platform, scoring systems (CRIMECAST® scores), and tailored risk management and security consulting solutions to help businesses optimize security, real estate decisions, underwriting, loss prevention, executive travel, and operations. CAP Index serves industries such as retail, financial institutions, insurance, healthcare, restaurants, government, and more, and integrates its data with GIS and enterprise workflows. The company emphasizes proven science, site-specific scoring, and twice-yearly updates.

📋 Description

• Maintain CRM data quality, integrity, and overall system hygiene • Monitor pipeline activity and identify missing information, stalled opportunities, process gaps, and reporting inconsistencies • Conduct routine audits of sales records, contacts, accounts, opportunities, and activities • Ensure sales opportunities are progressing through the CRM in accordance with established sales processes • Support forecasting efforts through accurate pipeline tracking and reporting • Assist sales leadership in maintaining pipeline governance and stage discipline • Create and maintain recurring sales reports, dashboards, and performance metrics • Analyze historical sales activity, trends, conversion rates, and pipeline performance • Identify patterns, opportunities, bottlenecks, and areas for improvement • Assist leadership with quarterly planning, sales reviews, and forecasting initiatives • Support the development and maintenance of KPI scorecards and sales performance reporting • Prepare, process, and track customer order forms and agreements • Manage DocuSign workflows and contract execution processes • Perform preliminary reviews of customer purchasing requirements, legal terms, and onboarding documentation • Coordinate internally to ensure smooth order processing and customer onboarding • Maintain pricing records, sales documentation, and internal reference materials • Serve as a resource to sales team members regarding sales processes, pricing, forms, and procedural questions • Organize sales meetings, team reviews, and planning sessions • Prepare meeting agendas, capture notes, document action items, and coordinate follow-up activities • Help maintain sales playbooks, process documentation, and internal knowledge resources • Support onboarding and training of new sales team members • Assist with development and maintenance of sales content, templates, and operational resources • Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to improve productivity and efficiency • Leverage tools such as ChatGPT and AI-assisted technologies to streamline administrative tasks, reporting, documentation, and workflow management • Identify opportunities to automate repetitive tasks and improve business processes • Assist with implementation and adoption of new sales technologies and operational initiatives

🎯 Requirements

• Bachelor's degree or equivalent professional experience • 3+ years of experience in sales operations, sales administration, business operations, project coordination, or related roles • Strong proficiency with CRM systems such as Zoho, Salesforce, HubSpot, or Microsoft Dynamics • Advanced Microsoft Office skills, particularly Excel, Teams, Outlook, Word, and PowerPoint • Exceptional organizational and time-management abilities • Strong analytical and problem-solving skills • Ability to manage multiple priorities with minimal supervision • Excellent written and verbal communication skills • High attention to detail and commitment to accuracy • Demonstrated ability to learn and adapt to new technologies quickly • Experience supporting B2B sales organizations (preferred) • Experience building reports, dashboards, and KPI tracking tools (preferred) • Familiarity with sales forecasting and pipeline management (preferred) • Experience with DocuSign or contract management platforms (preferred) • Working knowledge of AI tools such as ChatGPT, Microsoft Copilot, or similar technologies (preferred) • Experience creating process documentation, workflow diagrams, or standard operating procedures (preferred)

🏖️ Benefits

• Health insurance • Professional development opportunities