Sales Support Administrator

The Sales Support Administrator provides administrative support to the sales team while assisting with general accounting functions. Responsible for preparing and or assisting with proposals, reports, monthly and yearly sales reporting, maintaining accurate sales and financial records for equipment placed on loan, and general support to the Sales Managers and Chief Financial Officer. This hybrid role requires strong organizational, analytical, and customer service skills, as well as the ability to balance multiple priorities in a fast-paced environment.

Essential Functions

- Provide day-to-day administrative support to sales managers and representatives.

- Maintain up to date and accurate records.

- Assist with preparation of proposals, agreements, dealer communications, presentations, and sales reports.

- Generate and analyze sales performance reports to monitor trends and evaluate progress against goals.

- Assist with and maintain CRM and sales databases, ensuring accuracy of customer, pricing, and product information.

- Assist with RFPs, proposals, rebates, and contract documentation.

- Train and support sales reps with reports, spreadsheets, and order processing.

- Assist with the planning and support in sales meetings, including preparation of materials and presentations.

- Track equipment on loan and maintain corporate UCC filings.

- Review customer accounts annually to ensure sales commitments are being met.

- Continuously identify opportunities to streamline and improve processes.

- Process accounts payable and accounts receivable transactions.

- Manage vendor invoices, purchase orders, and employee expense reports as needed.

- Prepare journal entries and assist with month-end reporting as needed.

- Communicate with vendors explaining payment details as needed.

- Post trade and expense invoices.

- Perform other duties as assigned.

Knowledge, Skills and Abilities

- Advanced Excel skills (PivotTables, VLOOKUP, advanced formulas).

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams), Adobe, SharePoint, and Edoc.

- Familiarity with accounting systems and CRM platforms (Salesforce, HubSpot, or similar).

- Strong analytical, organizational, and problem-solving skills.

- Ability to balance multiple priorities and meet deadlines in a fast-paced environment.

- Exceptional attention to detail and accuracy.

- High level of integrity and discretion in handling confidential and financial information.

- Self-motivated, efficient, and proactive with a strong sense of urgency.

- Collaborative team player with the ability to work independently.

Minimum Qualifications

To perform this job successfully, an individual must be able to perform each essential duty sufficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- High school diploma or general education degree (GED) required; Associate’s or Bachelor’s degree in Business, Accounting, Finance, or related field preferred.

- 2–3 years of experience in sales support, accounting, or financial analysis.

- Knowledge of sales principles and accounting practices preferred.

- Strong interest in professional growth and process improvement.