This position is responsible for providing administrative and general office support to a branch sales team or selected sales representatives and/or the sales management team, with the goal being to assist the sales department in its effort to achieve revenue and other project goals. Primary duties include inputting information into computer systems, conducting research in search of sales leads, and providing general support, such as faxing, photocopying and other general office duties, for the sales team. This position reports to the Senior Sales Manager or his/her designee, but also takes direction and performs work for other sales managers, as required or needed.
1) Conducts Lead Sourcing a) Checks exhibitor lists to make sure that all companies on list are input into lead sourcing system b) Reviews other publications/projects produced by Naylor to determine if any customers from those projects can be entered as a lead for the current project and, if so, enters the lead into the CRM computer system. c) Researches Non-Naylor publications/projects to determine if any customers can be leads for a Naylor project and, if so, enters the lead into CRM for the appropriate project(s). d) Checks internet websites related to the industry for a particular project in search of sales leads for any Naylor projects. e) Analyzes industry product and service categories to determine if any categories should be added Naylor’s projects and/or sales lead categories.
2) Inputs Lead Sources into Computer Systems a) Inputs lead sources into CRM, ensuring that sources are entered correctly according to how the project’s territory is distributed among the sales team. b) Checks to see what letters are in the CRM computer list and reasoning, to help determine best way to input leads for sales representatives. c) Check associations’ member lists against what is loaded in the CRM system; corrects any errors and adds any missing member information. d) Checks CRM list for protected and One-Contact clients to avoid inputting leads that are on the protected lists.
3) Provides General Administrative and Sales Support to Sales Representatives and Sales Management Team a) Handles filing, copying and faxing of information for the sales team, as needed, to assist in the office running more efficiently and effectively. b) May contact current advertising clients to verify ad to run in a particular issue/project. c) Assists with the execution of book strategies by ensuring that lead sourcing and inputting of leads into CRM system is consistent with the strategy. d) May compile packets of information or data for various uses by the sales team or sales management. e) Other projects or tasks of an administrative nature that are assigned by the Senior Sales Manager or his/her designee.
Requires a high school diploma or equivalent and some office or administrative experience. Completion of some college credits is preferred, but not required. • Proficient in Microsoft Office programs, particularly Word and internet browsers using a variety of search engines. • Minimum typing speed of 25 cwpm is required. • Must have strong demonstrated communication and interpersonal skills. • Must be detail oriented and accurate with inputting of information into computer systems. • Ability to occasionally lift up to 10 pounds. • Ability to conduct self according to Naylor’s operating values, which include operating with honesty and integrity, and in a spirit of teamwork and respect.
Naylor Association Solutions - 23 months ago