Sales Support Administrator

About the Organization:

Envera Systems is a leading provider of smart community security and access control solutions, offering cloud-based technology that enhances safety, convenience, and peace of mind. Our platform integrates video surveillance, virtual gate services, and access control to support communities nationwide. With a growing, multi-state presence, Envera is committed to innovation, operational excellence, and delivering exceptional customer experiences through a collaborative, hands-on team.

Primary Objective:

The Sales Support Coordinator supports the Sales organization by providing operational, administrative, and CRM support throughout the sales lifecycle. This role is responsible for maintaining data integrity, coordinating quoting and contract processes, generating sales reporting, and facilitating seamless collaboration between Sales, Marketing, Engineering, and Operations. By ensuring efficient sales processes and accurate information, this position helps drive the successful delivery of Envera's software-enabled security, access control, and virtual guarding solutions while providing exceptional support to internal stakeholders.

Responsibilities:

• Research, qualify, and enter inbound sales leads into Salesforce, routing opportunities to the appropriate sales representative based on territory assignments.
• Maintain accurate and up-to-date customer, account, and opportunity information within Salesforce to ensure data integrity and support sales and marketing initiatives.
• Monitor CRM data quality by updating contact records, account hierarchies, and custom objects while identifying and correcting data discrepancies.
• Prepare and distribute standardized digital job folders upon contract execution to facilitate seamless handoffs to the Installation, Implementation, and Service Delivery teams.
• Assist the Sales team with maintaining accurate pipelines and opportunities to support forecasting and reporting.
• Review, validate, and edit sales quotes within the CPQ system, ensuring pricing accuracy for recurring software subscriptions and one-time installation and service offerings.
• Support the preparation of customer proposals, RFP responses, and complex sales documentation while ensuring compliance with pricing guidelines and company policies.
• Coordinate the submission of sales documentation for technical review and pre-sale approval with internal engineering and design teams.
• Prepare standard customer agreements, addendums, and related sales documentation while coordinating electronic signature workflows through DocuSign.
• Generate and distribute recurring sales reports, including pipeline activity, sales performance, forecasting, and revenue metrics.
• Assist with database imports, list management, and CRM support for marketing campaigns and revenue-generating initiatives.
• Partner with the Sales Support Manager to develop, maintain, and improve sales support procedures, documentation, and training materials.
• Collaborate with Sales, Marketing, Operations, Finance, and other departments to support process improvements and special projects.
• Perform other duties and special projects as assigned.

Qualifications:

• Bachelor's degree or equivalent combination of education and relevant work experience.
• Minimum of three (3) years of experience in sales operations, sales support, customer service, or administrative support.
• Experience working within Salesforce CRM, including lead management, opportunity updates, data maintenance, and reporting preferred
• Strong understanding of CRM best practices and the importance of data accuracy and integrity.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills with a professional and customer-focused approach.
• Proficient in Microsoft Office, including Excel, Word, and Outlook.
• Ability to work independently while collaborating effectively across multiple departments.
• Ability to work in a hybrid environment with up to three days per week onsite.

Preferred Qualifications:

• Experience working with Configure, Price, Quote (CPQ) systems.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and data analysis.
• Experience preparing sales contracts, coordinating DocuSign workflows, or supporting contract administration.
• Experience creating sales reports, dashboards, and pipeline analytics.
• Demonstrated ability to identify process improvement opportunities and implement operational efficiencies.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Physical Ability:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to:

• Communicate and converse, maintain a stationary position (standing and sitting), move/traverse, kneel and bend.
• Use fingers and hands, handle, feel and reach with hands and arms for extended periods of time.
• Occasionally required to climb or balance; stoop; kneel, or crouch
• Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision, and ability to adjust and focus.
• Ability to occasionally lift and carry up to 25 lbs

• Ability to uphold the stress of occasional traveling.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.

EEO Statement:

Envera Systems provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Envera Systems complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Envera Systems expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Envera Systems employees to perform their job duties may result in discipline up to and including discharge.