Sales Administrator

About Us

Horizon Trust provides top-tier trust and financial services, ensuring our clients receive the highest level of expertise and support. As we continue to grow, we are seeking a detail-oriented and proactive Sales Administrator to help streamline sales operations and provide critical data insights to support our sales team.

Position Overview

The Sales Administrator plays a vital role in ensuring the sales team operates efficiently by maintaining accurate data, tracking lead performance, and executing current and development of reporting needs. This role is responsible for creating and with key sales metrics, analyzing trends, and ensuring data integrity through Excel or other reporting software like PowerBi & Tableau. The Sales Administrator will work closely with the sales team and leadership to improve processes and support day-to-day sales operations.

Compensation

$19 - $21 hourly

Responsibilities

• Order office equipment and supplies as needed
• Strengthen existing abilities and gain new ones by participating in training opportunities
• Coordinate any company parties, necessary appointments, or travel
• Utilize the website, social media, and printed materials to raise our visibility in the community
• Increase productivity by creating record-keeping procedures for customer data filing systems
  
  

Data Management & Reporting

• Create, update, and maintain reports to track lead performance, conversion rates, and other key sales metrics.
• Analyze sales data and generate reports for sales managers to identify trends, strengths, and areas for improvement.
• Ensure all sales data is accurate, consistent, and up to date.
• Work with CRM tools to pull reports and validate data accuracy.
  
  

Sales Team Support

• Assist the sales team with administrative tasks to ensure smooth operations.
• Provide data-driven insights to help optimize sales strategies.
• Coordinate with marketing and sales teams to ensure lead data is properly tracked and utilized.
  
  

Process Improvement & Coordination

• Identify inefficiencies in current sales tracking and reporting methods and recommend improvements.
• Help develop standardized reporting templates for easy data visualization.
• Support the onboarding of new sales reps by ensuring they have access to the necessary data and tools.
  
  

Qualifications

• Shows great interpersonal skills and excellent written communication
• Customer service experience in our industry is preferred
• Navigates computer programs with ease to provide a quick front-desk experience for customers
• Associate's degree preferred but not required to apply
• Shows ability to quickly finish very detailed work
• 2 years of experience in a sales support, sales admin, or data-focused role.
• Strong proficiency in Microsoft Excel (Power Pivot, Pivot Tables, VLOOKUP, Excel formulas, data visualization & meaning).
• Experience with CRM platforms (Keap, Cheetah, or similar) is a plus.
• Highly organized with strong attention to detail.
• Ability to analyze and interpret sales data to provide actionable insights.
• Excellent communication and problem-solving skills.
  
  

About Company

We are an entrepreneurial development company focusing on market opportunities in various market segments including, but not limited to real estate, promissory note financing, and marketing.

About The Culture

• Spirit of service We are grateful to clients and each other and strive to make a positive difference in clients and coworkers’ lives.
• Teamwork We work together by sharing our skills, knowledge, and experience and supporting one another to meet the needs of clients and help our Company win.
• Quality We provide exceptional products and outstanding service.
• Ownership We are personally accountable for delivering on our commitments promptly and accurately.
• Innovation We aim for innovation in all aspects of our business. We’re extremely proud of what we’ve accomplished, but we’re still far from perfect.