Job Overview:

We are seeking a detail-oriented and highly organized professional (bilingual preferred) to join our team. The ideal candidate will be responsible for supporting key administrative and operational tasks in the sales and project management processes, including Quote preparation, CRM management, contract renewals, sales reporting, and change order management. This is a critical role in ensuring efficient projects execution, timely contract renewals, and accurate sales reporting.

Key Responsibilities:

1. Project Coordination – 50%

1. Workbook/Quote Preparation:
   Prepare and manage Workbooks and quotes for customer projects, ensuring accurate and timely delivery.
2. Project Contact Updates:
   Regularly update and maintain contact information for projects to ensure smooth communication and collaboration among all stakeholders.
3. Change Order Management:
   Handle and track all project change orders, ensuring proper documentation, approvals, and processing.

2. Operations Support – 25%

1. Contract Renewals and Validation:
   Manage contract renewals for solutions, and other related software/support contracts. Ensure the timely initiation and completion of contract renewals. Validate contracts to ensure compliance with company policies, guidelines, and any legal requirements before processing.
2. Professional Services Quotes:
   Working closely with Professional Services team, develop accurate and competitive quotes for professional services based on client needs, project scope, and service offerings.

3. Sales Support – 20%

1. CRM Management:
   Oversee and maintain the Customer Relationship Management (CRM) system for the Automation Sales team, ensuring that all customer information is up to date and relevant to the sales process.
2. Sales Reporting:
   Generate and manage regular sales reports, analyzing performance and identifying trends to inform business strategy.

4. PODAR – 5%

Qualifications & Skills:

• Proven experience in sales administration, project management, or similar roles.
• Strong proficiency in CRM systems (e.g., Dynamics 365, Salesforce) and Microsoft Office Suite (Excel, Word, PowerPoint).
• Experience with contract management and preparation.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong communication skills, both written and verbal.
• Ability to work independently and collaboratively within a team environment.

Education & Experience:

• High school/College diploma.

2-3 years of experience in a related role, preferably within a project management, sales, or administrative function.