Sales Administrative Assistant - Ontario, CA

Sales Administration Assistant

Raymond West is looking for an Administrative Assistant to join our Sales team! The Sales Administration Assistant (SAA) provides administrative support to a select team of Raymond West Sales Account Managers (AMs) in the execution of product sales. This will include performing data entry and data management using Raymond West business systems. The SAA will assist in entering and managing customer data using the Raymond West Customer Relationship Management (CRM) system, and the SAA will do the same using Vsimple to assist in processing sales orders. In addition, the SAA will create products to provide for customers such as sales quotes and other sales documents. The SAA will be expected to communicate with other departments in Raymond West vendors, and customers to both provide information and gather information.

The Sales Administrative Assistant reports to a Raymond West Director of Sales (DoS) who is responsible for the Sales Administrative Assistant training, development, workload management, and personnel administration. SAAs are expected to be flexible and capable of providing overtime support. The Sales Administrative Assistant's flexibility is necessary in meeting the schedule and time-critical requirements of their supported AMs. The DoS will determine the duty location for the SAA, and most likely the Sales Administrative Assistant will be located at the DoS's home branch. This will facilitate management and training of the SAA. However, the DoS may direct an alternate branch when establishing the SAA position. The SAA position will require limited travel to meet with their AMs or supported customers.

Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their businesses up and running.

Duties and Responsibilities :

• Provide administrative support to a team of assigned Account Managers in entering sales information in Raymond West business systems, preparing documents
• Enter and manage customer and opportunity data in CRM
• Create customer sales opportunities in CRM
• Create New Truck quotes in CRM.
• Create VSimple records of projects in CRM
• Maintain accuracy of an AM's CRM data
• Record activities and notes in CRM
• Update addresses in CRM
• Enter contact info in CRM
• Request CRM accounts be EA Active
• Creating new accounts in CRM
• Enter and manage sales order data in Vsimple
• Create sales orders in VSimple
• Draft Quotes for AM review to include but not limited to rental quotes, service contracts, catalog item quotes
• Communicate with other Raymond West departments to gather or provide information on sales orders and customer queries. Including but not limited to finance, sales coordination, service, parts, and shops.
• Email proposals to Account Managers for Account Managers to edit / revise prior to presenting to client
• Communicate with Vendors to request vendor quotes and gather order status updates
• Facilitate transportation processes
• Send and receive all paperwork to the customer, vendor, or other Raymond West departments as directed by the AMs.

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Qualified candidates must be able to pass a pre-employment physical and drug screen.

Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!

We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.