Sales Administrator Assistant

Description

The Sales Administrator Assistant supports the Commercial Roofing Sales Department by handling critical administrative and coordination tasks that keep the sales process organized, accurate, and moving on schedule. This role focuses heavily on data entry and CRM management, bid calendar tracking, bid preparation and submission, and general sales administration. The Sales Administrator Assistant is a key support partner to Sales Managers, Estimators, and Leadership.

Requirements

CRM & Data Management

• Enter, update, and maintain accurate opportunity, contact, and project data in Centerpoint Connect and other applicable systems.
• Ensure bid statuses, due dates, and project notes are current and reliable.
• Upload and organize bid documents, plans, specifications, and correspondence within Centerpoint and other applicable systems.
• Assist with basic reporting and data cleanup as needed.

Bid Calendar Management

• Maintain and manage the department’s bid calendar, ensuring all bid deadlines are tracked and visible.
• Coordinate with estimators and sales staff to confirm bid due dates, delivery requirements, and submission methods.
• Provide reminders and alerts to the sales team as bid deadlines approach.

Bid Packet Preparation

• Print, assemble, and prepare bid packets in accordance with client and project requirements.
• Verify that all required documents (pricing sheets, forms, bonds, certifications, etc.) are included and complete.
• Ensure bid packets follow company standards and formatting requirements.

Bid Submission

• Submit bids via online portals, email, or physical delivery as required.
• Confirm receipt of submitted bids and document confirmations in Centerpoint and other applicable systems.
• Track submitted bids and assist with follow-up documentation or revisions when requested.

Sales & Administrative Support

• Provide general administrative support to the Sales Department.
• Assist with correspondence, document formatting, and filing.
• Support internal coordination between sales, estimating, operations, and accounting.
• Help maintain standardized sales forms, templates, and procedures.

Qualifications

• High school diploma or equivalent required; associate degree or relevant experience preferred.
• 1–3 years of administrative or sales support experience (construction or roofing industry preferred).
• Strong data entry skills with high attention to detail.
• Experience with CRM systems (Centerpoint Connect experience a plus).
• Proficiency in Microsoft Office (Outlook, Word, Excel, PDF tools).

Skills & Competencies

• Highly organized with strong time-management skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Detail-oriented and process-driven.
• Clear written and verbal communication skills.
• Dependable, proactive, and able to work independently.

Work Environment

• Office-based position within a commercial roofing company.
• Frequent interaction with sales staff, estimators, and management.
• Occasional time-sensitive or deadline-driven tasks related to bid submissions.

Why This Role Matters

The Sales Administrator Assistant plays a critical role in ensuring bids are accurate, on time, and professionally presented. By managing data, deadlines, and documentation, this position allows the sales team to stay focused on client relationships and revenue growth.