Sales Admin Assistant (WFH)

Job Description :

As a Sales Admin Assistant / Client Success Administrator (CSA) at Intelligent technical Solutions, you will support our sales team by understanding technological solutions and effectively communicating with a diverse client base. Your role will involve a mix of administrative support, client relationship management, and technical understanding to ensure seamless service delivery and client satisfaction.

Job Responsibilities :

Sales Support :

Uncover new business opportunities with existing clients and grow accounts within the assigned territory.

Develop and present solutions based on customers' business requirements.

Understand various delivery methods for solutions and anticipate what will work best for clients.

Analyze client needs and create supporting documentation.

Client Coordination :

Coordinate and prepare Strategic Business Reviews (SBRs) by compiling necessary client data, preparing presentation materials, and organizing prep sessions for the pod members.

Ensure all client meetings, including SBRs, are scheduled in advance, confirmed, and well-prepared.

Maintain accurate client records, including contact details, service tickets, SBR schedules, and ensure opportunities are tracked and updated

Call clients weekly to maintain engagement and satisfaction.

Coordinate meetings, appointments, and other touchpoints for client engagement.

Sales Operations :

Generate quotes by sourcing product costs and overseeing the order process from creation to client approval and follow-up.

Use company CRM and knowledge management tools to provide various levels of sales reporting.

Manage quotes and orders, ensuring accuracy and timely follow-up.

Support the sales process by updating ticket boards, tracking proposals, and coordinating with purchasing on order-related inquiries.

Performance Reporting :

Assist in compiling KPIs and performance reports, highlighting the team’s achievements and areas for improvement.

Job Qualifications :

Demonstrated experience in client success, account management, or sales support.

Strong background in customer service and sales.

Familiarity with CRM software and customer support tools.

Strong client relationship management skills.

Excellent communication and interpersonal abilities.

Ability to multitask and prioritize effectively.

Strong organizational skills and attention to detail.

Analytical and data interpretation skills.

Proficiency in Microsoft Office Suite.

Flexibility in a fast-paced environment.

Technical background is plus.

Job KPIs :

Clients Without Future SBRs (>

$3K) – Goal : 0

Ensure every A or B band client (>

$3K MRR) is scheduled for SBRs in advance. Pods should work together to achieve zero clients without future SBRs. This metric serves as an exception indicator to identify unscheduled clients.

Clients Without Future SBRs ($1K-$3K) – Goal : 0

Schedule every C band client ($1K-$3K MRR) for SBRs in advance. Aim for zero clients without future SBRs, with pods collaborating to maintain this count. This metric helps identify when a client falls off the schedule.

Missed SBR Re-bookings – Goal : 0

Secure a commitment for the next SBR date before concluding the current one to reduce overdue SBRs and scheduling hassles.

Missing SBR Feedback – Goal : 0

Log an NPS rating and feedback for each SBR in the system. No SBR should be left without this crucial follow-up data.

Unconfirmed SBRs – Goal : 0

Confirm all SBRs within two weeks of the scheduled meeting to avoid no-shows. Lack of confirmation should trigger pod involvement to decide on next steps.

Opportunities Past Due – Goal : 0

Keep open opportunities with a past due estimated close date at zero. When this count rises, the pod should assess and adjust the next steps and estimates. Do not push opportunities forward merely to maintain a zero rating; use this KPI as an alert system.

Opportunities Next Step Overdue – Goal : 0

Ensure all open opportunities have a next step with a date. Overdue steps should be discussed and resolved within the pod. CSAs should proactively monitor due dates and ensure pod members complete their actions on time.

Quotes / Proposals Prepared – Goal : 5

Track the total number of quotes prepared by CSAs to gauge the efficiency and productivity of the quoting process.

SBR Prepared

Track the total number of SBRs prepared and completed by CSAs, including internal reviews with the vCIO and CAM and subsequent pod approval.

Job Requirements :

A home office set up that meets the following :

Computer : A working computer with a minimum of 8GB RAM and one of the following :

Windows 11 with an Intel i5 or i7 (8th generation or newer), or

AMD Ryzen 5 or 7 (2000 series or newer), or

macOS 12 or newer.

Internet : Stable internet connection with at least 5 Mbps download and upload speeds.

Audio Equipment : A quality headset with a noise-cancellation feature for meetings.

Mobile Device : A smartphone capable of installing the Microsoft Authenticator app.

Webcam : An HD webcam for video calls.

A very strong cultural fit the ITS way (Our core values will be discussed during the interview)

Excellent command of the English language both spoken and written

Able to work full time 40 hrs. a week : 8 : 00 AM to 5 : 00 PM PST (Monday to Friday)

Able to pass our online behavior and cognitive assessments.

Able to provide NBI Clearance (for PH applicants).

Compensation :

Pay rate starts at $5.00 / hr and may vary by experience and location.

Benefits :

Comprehensive Health Plans / HMO (Employee & Dependent / s)

Life Insurance

Flexible Benefit Reimbursement (Dental / Vision / Mental Health / Wellness / Government Contributions)

Paid Time Off (starts at 15 days per year)

Maternity / Paternity Leave

Paid US Holiday

Night Shift Bonus

Salary Advancement / Loan

Health & Wellness Program

Company-paid training and certification