Job Information
CBIZ Sales Administrator (Remote) in Philadelphia, Pennsylvania
Reference #: 18609 Status Category: Full-Time
Exempt/Non-Exempt: Non-Exempt
Scheduled Hours Per Week: 40
Job Code: AD100
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of several national recognitions for 2023: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces - Financial Services Industry Best and Brightest Companies in Wellness Great Place to Work Certification Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. CBIZ is seeking a detail-oriented and highly organized Sales Administrator to join our team. In this role, you will support the sales and customer success departments by managing a variety of administrative functions, ensuring the efficient processing and tracking of contracts, sales orders, and related documents. The ideal candidate will have a strong ability to multitask, a keen attention to detail, and a commitment to delivering high-quality service to both internal and external stakeholders. This position offers an exciting opportunity to work with a talented team in a fast-paced environment, supporting CBIZ's growth and success in the marketplace. Essential Functions & Primary Duties
Contract Review and Processing: Review contracts for completeness and accuracy, ensuring all terms and conditions are in line with company policies. Coordinate with sales teams, legal departments, and clients to resolve discrepancies and finalize agreements. Contract Renewal Schedules: Manage, maintain, and update relevant systems with contract renewals and subscriptions. Ensure timely communication of key subscription renewals, including: SLL certificates, Sage software, hardware licenses, third-party ISVs, etc. Sales Order Processing and Generation: Process sales orders accurately and in a timely manner. Coordinate with internal teams to ensure that orders are fulfilled as per client requirements, including entering orders into the CRM system and ensuring proper documentation is maintained. Contract Audits: Conduct regular audits of contracts and sales orders to ensure compliance with company policies and industry standards. Review documents for accuracy and completeness, ensuring that all required signatures, terms, and approvals are in place. Change Orders: Manage and process change orders, ensuring that updates to contracts or sales orders are communicated clearly to all relevant departments, including finance and operations. Ensure that any changes are reflected in the system and that clients are notified in a timely manner. Documentation and Filing: Maintain accurate records of sales contracts, orders, and other related documentation. Ensure that all documentation is filed correctly for easy retrieval and compliance with audit requirements. Sales Support: Assist sales teams with administrative tasks, including preparing sales proposals, generating reports, and responding to inquiries from clients and internal teams. Customer Communication: Serve as a point of contact for clients regarding the status of contracts and orders. Address client questions, provide updates, and help resolve any issues related to orders or agreements. Additionally, with the support of the Customer Success team, communicate with clients regarding late payments and collections. System Updates and Reporting: Ensure that all sales orders and contracts are properly updat d in the CRM and ERP systems. Assist in generating regular reports on sales metrics, contract status, and order fulfillment for management review. Cross-Functional Collaboration: Work closely with the finance, legal, and operations teams to ensure smooth processing and fulfillment of sales orders, contracts, and change orders. Ensure that all departments are aligned on the status of orders and contracts. Preferred Qualifications Minimum of 2 years of experience in a sales administration or similar administrative role, preferably in a B2B environment. Experience with contract management, sales order processing, and auditing is highly desirable. Strong attention to detail and ability to review contracts and documents for accuracy. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software (Salesforce, HubSpot, etc.). Strong communication skills, both written and verbal, with the ability to collaborate effectively with internal teams and external clients. Ability to manage multiple tasks simultaneously and prioritize work to meet deadlines. Familiarity with sales order systems and contract management tools is a plus. Strong problem-solving skills and the ability to resolve issues in a timely manner. Ability to work independently and as part of a team. Highly organized with a proactive approach to tasks and responsibilities. A customer-centric mindset with a commitment to providing excellent service Minimum Qualifications
High School Diploma or GED required Bachelor's degree or two years of experience on a specialized subject matter Must maintain current required licenses and certifications relevant to field of expertise Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Effective customer service skills Proficient use of applicable technology Ability to work in team environment as well as independently Ability to analyze and prioritize multiple responsibilities The hourly target for this job in this market is $22.00 - $33.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before December 31st, 2024. #LI-HP1 #LI-Remote #CBIZAdvisory
CBIZ.Jobs Category: Advisory REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages and .
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