Sales administrator analyst
About This Role
Client Solutions is a core part of the Preqin Global Sales team and serves as the primary front-line contact for our clients. As the “go to” team for all inquiries about the Preqin platform, Client Solutions plays a vital role in ensuring clients get the most value from their relationship with us. The team is well established, deeply knowledgeable across all use cases and aspects of the platform and acts as both the eyes and ears of the firm – capturing client feedback, spotting opportunities, and helping drive our customer-first strategy forward. Job Overview A detail-oriented and proactive Sales Contract Administrator to support our dynamic sales team. This role involves administration of client orders, resolving queries between Sales and Finance, and ensuring exceptional stakeholder experiences. If you are resourceful, detail-oriented, thrive in a fast-paced environment and are passionate about supporting business growth, we want to hear from you! What You’ll Be Doing Sales Support and Coordination:- Process quotes and orders, with accuracy and timeliness.
- Monitor order statuses to ensure timely closure and provide regular updates to sales.
- Collaborate with Sales, Credit Control, Revenue Operations and Billing to streamline processes and resolve issues.
- Conduct quality control checks to ensure a smooth and efficient transition of orders from Sales to Billing.
- Track contract timelines to ensure timely renewals or follow-ups.
- Continuously assess contract workflows and identify opportunities for process optimization
- Execute standard operating procedures (SOPs) for sales order and contract management to drive compliance and consistency.
- Act as the key point of contact for routine internal inquiries.
- Maintain and update account records using Salesforce and other system requirements.
- Assist in resolving concerns in a timely manner and escalate issues only when necessary.
- Maintain accurate sales data from point of sales to invoice received
- Identify trends or inefficiencies in operations and propose process improvements.
- 1+ years in sales support, administrative roles preferably in the technology or finance industry.
- Experience or knowledge of Billing processes.
- Technical Skills: Proficiency in CRM systems, Microsoft Office Suite (Word, Excel, PowerPoint) and ERP finance systems (knowledge in Salesforce and NetSuite is a plus).
- Exceptional organizational Skills: Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- Communication Skills: Strong verbal and written communication skills, with a customer-focused mindset.
- Education: Bachelor’s degree in business administration, communications, or equivalent experience is preferred.
Recommended Jobs
Attorney recruiting manager
New York, New YorkJob DescriptionPillsbury Winthrop Shaw Pittman LLP is actively seeking a New York Attorney Recruiting Manager. This position will oversee all lateral associate recruiting and manag…
Java Software Engineer - Remote (Req. #733)
Founded in 1994, Mindex is a software development company with a rich history of demonstrated software and product development success. Our three divisions – Cloud, SchoolTool, and Software Developme…
Senior Salesforce Engineer
Description:: ASCAP technologists are passionate about what we do for our customers, and we practice what we preach. Our technologists serve with humility and a deep respect for their responsibility…
Summer Day Camp Assistant Director
Job Description Job Description KE Camps is the leading provider of summer camps for country clubs nationwide. We partner with over 230 private clubs all over the country to implement traditional…
Associate Dentist
Associate Dentist Guaranteed Salary & Benefits Amazing opportunity for an Associate Dentist with at least 1 year of experience to make a difference in the community! Guaranteed with annual ea…
Registered nurse
Position Title: Registered Nurse - Ambulatory Location: Syracuse, NY Job Type: Contract | Local or Travel Shift: Days (8×5) Duration: 13-Week Assignment Hourly …
Senior managing counsel - services
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone…
Full Time ObGyn Job New York, NY
New York, NY, offers physicians an unparalleled professional landscape with world-renowned hospitals, cutting-edge medical research institutions, and diverse patient populations. The city's fast-paced…
Machine Learning Engineer
Why Join Doppel Doppel is built to outsmart one of the great threats AI presents: mass-manufactured social engineering. Countless scams, deepfakes, and other social engineering attacks are surging a…
Administrative assistant administrative assistant trainee
The duties that the incumbent of the vacancy will be expected to perform. Duties Description For a list of duties that this title may perform please visit: The minimum qualifications required for…