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Tri-M Group

Sales Administrator

Sales – Kennett Square, Pennsylvania
Department Sales
Employment Type Regular Full-Time
Minimum Experience Entry-level

Summary Description

Under the supervision of the Sales Manager, prepares and maintains job records, submittals, documentation, correspondence, and bid forms.  Assists sales and estimating teams with various tasks.

 Duties and Responsibilities

 Essential Functions:

  • Maintains job estimate tracking and sales database.
  • Maintains a system and folders for bid documents and dates.
  • Creates letters, updates proposals, and bid forms when needed.
  • Downloads plans and specifications from website.
  • Assists sales in bid tracking process.  Maintains database and tracks each bid project to each sales team member responsible.
  • Documents Sales meeting minutes.
  • Prepares job cost matrix, schedules, etc., and reviews log.
  • Tracks department time spent on estimating jobs.
  • Prepares and maintains job estimating history records.
  • Prepares turnover information for pre-planning meetings.
  • Applies for and tracks job and bid bonds.
  • Assist with sales commission reports when needed.
  • Assists in preparing submittals and shop drawings for approval and expedites major material delivery.
  • Assists in maintaining cost and labor analysis for estimating.
  • Recommends improved methods of operation.
  • Enters information within customer CRM
  • Schedules annual training for Estimating staff.

Job Qualifications 

Skills/Educational Requirements:

  • Bachelor’s degree in business or related field, or minimum 3 years’ experience in administrative work, or any combination of education, training, or experience that demonstrates the ability to perform the duties of the position. 
  • Experience with construction, building automation and/or security terminology preferred, but not required.
  • Proficient in Microsoft Word, Excel and Outlook. 
  • Intermediate level computer literacy including word processing, formatting spreadsheets, processing emails and database management.
  • Ability to operate basic office equipment.
  • Above average math skills.
  • Excellent customer service skills.
  • Ability to work in a fast-paced environment and meet deadlines as part of a team.
  • Good attention to detail and self-starter.

Physical Requirements:

  • Working up to 40 hours/week, scheduled in 8 to 10-hour shifts.
  • Vision adequate for daily and consistent computer use and reading.
  • Sitting 6 to 8 hours/day.
  • Lifting weights of 0 to 30 lbs. from floor to above shoulders.
  • Repetitive use of hands for writing, typing, data entry.
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  • Location
    Kennett Square, Pennsylvania
  • Department
  • Employment Type
    Regular Full-Time
  • Minimum Experience
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