Sales Administrative Support Specialist

Position Overview

We are seeking a highly organized and detail-oriented Sales Administrative Support Specialist to provide administrative and operational support to top-performing sales representatives and sales leadership.

Under the direction of the department Director, this position will assist with preparing client correspondence, coordinating sales submissions, maintaining CRM records, organizing reports, and ensuring administrative processes are completed accurately and within established deadlines.

The ideal candidate will have strong administrative experience, excellent communication skills, and proficiency with Microsoft Office and Salesforce. Previous experience in the financial services or Human Capital Management (HCM) industry is a plus.

Key Responsibilities

Administrative & Sales Support

• Provide day-to-day administrative support to sales representatives, District Sales Managers (DSMs), and department leadership.

• Prepare, review, and distribute professional correspondence, emails, reports, and other business documents.

• Assist with organizing and maintaining confidential client information and sales-related documentation.

• Perform general administrative duties as directed by department leadership.

• Support sales representatives with administrative tasks to ensure efficient daily operations.

Sales Submission & Workflow Coordination

• Maintain and monitor sales submission workflows to ensure timely and accurate processing.

• Coordinate with clients, referral sources, sales representatives, and District Sales Managers.

• Track outstanding submissions and follow up on required documentation or information.

• Ensure sales-related activities and submissions are completed within established deadlines.

• Assist with organizing and tracking sales activity to support departmental objectives.

CRM & Data Management

• Enter, update, and maintain sales activity and client information in Salesforce CRM.

• Ensure CRM records are accurate, complete, and current.

• Request, organize, and maintain reports and supporting documentation.

• Assist with tracking sales submissions, client correspondence, and related administrative activities.

• Utilize business software applications to support reporting, documentation, and workflow management.

Communication & Client Coordination

• Prepare and send correspondence to clients and referral accounts.

• Communicate with internal sales teams and external contacts to coordinate administrative requests.

• Maintain professional and timely communication with sales representatives, leadership, and business partners.

• Handle confidential client and business information with professionalism and discretion.

Required Qualifications

Experience

• Minimum of 1–2 years of administrative experience.

• Experience providing administrative support in a professional business environment.

• Ability to manage multiple assignments, prioritize responsibilities, and meet deadlines.

• Experience preparing correspondence, maintaining records, and coordinating administrative workflows.

Technical Skills

• Proficiency with Microsoft Office applications, including:

  • Microsoft Outlook

  • Microsoft Word

  • Microsoft Excel

• Familiarity with Salesforce CRM and sales activity tracking.

• Ability to prepare reports, maintain spreadsheets, and organize electronic documentation.

• Strong computer skills and ability to learn business software applications.

Core Competencies

• Strong organizational and time management skills.

• Excellent written and verbal communication skills.

• Exceptional attention to detail and accuracy.

• Ability to manage multiple priorities in a deadline-driven environment.

• Strong interpersonal and customer service skills.

• Ability to work independently while supporting multiple sales professionals.

• Professionalism and discretion when handling confidential client information.

• Strong follow-up and problem-solving abilities.

Preferred Qualifications

• Previous administrative experience in the financial services industry.

• Experience supporting sales teams within the Human Capital Management (HCM) industry.

• Experience with Salesforce CRM.

• Previous experience supporting multiple sales representatives, managers, or senior leadership.

• Familiarity with sales submission processes and client account administration.

Work Schedule & Location Requirements

• Time Zone Requirement: Candidates must reside in the same time zone as the sales team they will support.

• Work Schedule: To be confirmed.

• Start Date: To be confirmed.

Key Areas of Focus

• Administrative and sales support

• Salesforce CRM and data entry

• Sales submission processing and tracking

• Client and referral account correspondence

• Reporting and document management

• Sales workflow coordination

• Microsoft Outlook, Word, and Excel

• Confidential information management

• Deadline management and cross-functional communication