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Sales Administrator

Based in our Boston, MA (Charlestown) office, the Sales Administrator is a key member of the sales support team. He/she is the first impression for new leads contacting us via the phone and they are also the coordination hub for lead distribution, tracking and validations. This individual will also be responsible for daily and weekly reporting from the CRM and phone systems to support lead qualification and overall lead source reporting. This individual will be held accountable to core metrics designed to support organization and prioritization of key tasks and duties.

Key Responsibilities

  • Answer all incoming lead calls with enthusiasm and professionalism; individual is the ‘first impression’ for the organization
  • Create leads from incoming calls in a timely manner; ensure that lead source, prospect information, and initial business details are captured and entered quickly and accurately
  • Track all activities in iPayment’s customer relationship management (CRM) system
  • Assign leads to the appropriate sales representative according to the sales manager direction
  • Listening to calls and verifying information in regards to invalid contact, unqualified business type and the like
  • Running reports from the CRM; cross-referencing those with call logs, etc.; producing accurate, scrubbed lead reports for internal and external reporting on a daily, weekly and monthly basis
  • Maintain a courteous, helpful and professional manner with both internal and external clients

Key Competencies:

  • Superior phone skills; customer service experience a plus
  • Excellent technical skills; ability to move quickly, but with accuracy and attention to detail
  • Strong organizational and multi-tasking skills
  • Ability to manage time effectively and work well under pressure
  • Adaptable to change; new technologies and refined processes
  • Good analytical and problem solving skills
  • Willingness to learn; passion for business, team success and individual growth

Experience and Education:

  • High school diploma or equivalent required
  • 1 year to 3 years call center, customer support or helpdesk experience required
  • 1 year payments or software industry experience preferred
  • Intermediate MS Office proficiency; experience with CRM systems, such as a plus
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