Sales Desk Administrator

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The Sales Desk Administrator provides essential administrative support to all sales teams, helping to ensure smooth operations and effective client relationship management. This role is ideal for someone looking to gain foundational experience in sales and client management while contributing to the growth and retention efforts of the team. The Sales Desk Administrator will handle a variety of tasks, including managing contracts, processing orders, and handling client-related inquiries. This position requires strong organizational skills, attention to detail, and the ability to collaborate across teams.

Core Job Duties

• Assist sales reps with preparing quotes and order forms within CRM/CPQ tools.
• Assist sales reps with post-sold deals that require correction amendments.
• Review subscription details (term length, employee count, pricing tiers, discounting) for accuracy.
• Help ensure deals align with pricing guidelines.
• Support special pricing requests and escalation approvals to executives, such as CSO/CFO/CEO.
• Serve as a liaison between Sales, Finance, Legal, Product/Pricing, and other internal teams to finalize deals.
• Gather required information for non-standard deal requests and route approvals through the correct workflow.
• Facilitate end-to-end approval workflows for complex deals.
• Ensure compliance with internal policies, revenue recognition rules, and regulatory requirements to maintain documentation accuracy.
• Assist with post-sold deal activities such as deal assignment correction and splits.
• Serve as a point of contact between customer support and the sales organization for customer inquiries and other service-related requests.
• Accurately manage customer order requests such as $0 revenue orders, early termination fee calculations for save attempts, and child FEINs, ensuring all data entries and documentation are correct and completed on time.
• Maintain organized records of contracts, transactions, and other relevant documentation using the company's CRM system, ensuring compliance with internal processes and policies.
• Proactively identify opportunities to improve service desk processes and contribute ideas for enhancing service quality and operational efficiency.

Minimum Qualifications

• High school diploma or equivalent.
• At least 2 years of administrative experience, preferably in a sales or customer service support role.
• Strong attention to detail with the ability to manage multiple tasks simultaneously.
• Excellent written and verbal communication skills, with a professional demeanor when interacting with clients and internal teams.
• Proficient in using CRM systems and Microsoft Office applications (Excel, Word, Outlook).
• Demonstrated ability to work effectively in a team-oriented environment.
• Strong problem-solving skills with the ability to identify issues and recommend solutions.
• A proactive, organized, and self-motivated approach to work, with the ability to take initiative and contribute to process improvements.

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com. isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.