Job Id: 238175
Job Title: Administrative Assistant
Location: San Diego CA 92121
Schedule: Monday Friday Business Hours
Duration: Temporary to Hire (Based on performance and business need)
Pay: $22 24 per/hour DOE
The Administrative Assistant is responsible for providing sales support onboarding new clients and maintaining CRM database. The team member serves as a resource to existing customers prospects and all employees. She/he shall be aligned with and support the overall goals and objectives of the entire company and actively provide input and support throughout the company.
Essential Duties and Responsibilities (Other duties may be assigned as needed)
Onboarding New Clients:
o Coordinate with Accounting department to set up new Accounts: establishing PO terms
increasing credit limits or coordinating pre-payment options with clients
Accurately complete and maintain CRM database:
o Ensure data is accurate across Accounts Contacts & Opportunities
o Update PSA milestones when quote revisions are made
o Keep CRM up-to-date and closing out lost opportunities
o Capture all client communication into CRM
o Provide accurate and up to date documentation with client contacts to reflect current
state of process
Adhere to standard procedures or process regarding quote writing
Provide data analysis support on Engineering Services running metric total.
Escalate any concerns and issues to the Engineering Services Manager.
The above statements are intended to describe the general nature and level of the work being
performed by the employee assigned to this position. There are no exhaustive lists of all duties
and responsibilities knowledge skills abilities physical job demands and working conditions
associated with this position
Provide Sales Support:
o Provide first level of client support and services over the phone in person and via email
and entering new opportunities into CRM
o Assist with simple quote revisions and requesting updated POs when needed
o Complete required quote follow-up calls on a daily weekly and monthly basis to stimulate repeat business and loyalty
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
Requirements for Eligibility
Associates Degree or equivalent experience preferred.
3-5 years of strong sales admin/customer service or equivalent experience
Strong data management experience Salesforce experience preferred
Excellent verbal & written English language skills are required
Possess a strong work ethic and a high level of professionalism
Proficiency in Microsoft Office suite and strong computer literacy
Intermediate Math analysis and computation skills
Fast learner and ability to communicate clearly.
Demonstrates strong accountability
High focus on customer service and willing to go above and beyond to get the job done.
Organized and impeccable follow-through skills
Work collaboratively with colleagues
Critical analysis mindset constantly thinking outside the box
Ability to find innovative solutions to complex problems.
It is the responsibility of every employee to contribute to a positive work environment through
cooperative and professional interactions with co-workers customers and vendors.