Sales Admin - Remote

Overview

We are seeking a highly organized and detail-oriented Sales Admin to support our Sales and Client Success teams with quoting, presentation creation, procurement coordination, and CRM/PSA updates. This role plays a critical part in streamlining internal operations and enhancing client experience by ensuring timely, accurate, and professional support across sales and service delivery functions.

In Short

• Assist in generating, updating, and following up on client quotes and proposals.
• Prepare and format PowerPoint presentations and supporting materials for meetings, including SBRs.
• Maintain up-to-date information in ConnectWise Manage, including opportunities, activities, and sales documentation.
• Track and organize open quotes, proposals, and projects to support pipeline visibility.
• Ensure timely follow-up on outstanding tasks and deliverables for Sales and Client Success Managers.
• Communicate with vendors and suppliers to obtain and compare quotes for IT hardware and software.
• Coordinate purchase order creation, order placement, shipment tracking, and delivery confirmation.
• Ensure client procurement needs are met accurately and on time.
• Maintain organized records of vendor communication, quotes, and order statuses.
• Collaborate with Finance and Procurement to reconcile invoices and monitor budget usage.
• Support IT asset inventory documentation and product fulfillment tracking.

Requirements

• Highly organized and detail-oriented.
• Proactive and efficient in a fast-paced environment.
• Strong ability to juggle multiple priorities.
• Familiarity with ConnectWise Manage and quoting/procurement tools like QuoteWerks is a plus.

Benefits

• Supportive work environment.
• Opportunity to enhance client experience.
• Engagement in diverse tasks related to sales and procurement.