Sales Administrator (SA) – Day in the Life
Inventory Adjustments
The sales administrator will process the NOC inventory adjustment requests that come in from various avenues. The SA will then ensure that the invoice is sent to Finance for payment, and that the PSA is updated.
Sales & CX Deals
The SA will perform quality checks on deals to ensure that they are entered into HubSpot (HS) correctly and will also ensure that Finance has received the necessary information (to set up the invoice). The SA will also ensure that when an invoice is paid, they update the deal status in HS and ensure that it is correctly updated in SalesLoft.
Once the sales rep has closed a deal, the SA can produce the Letter of Intent and ensure necessary paperwork is completed and signatures received.
Automatic Increases
The SA will ensure that annual increases are entered correctly into both HS and the PSA. When we transition to Halo PSA, the SA will help the CX team to get our partners into standardized increases by identifying outliers.
Reporting
The SA will ensure that the Marketing Director receives updates on leads that are not in compliance with SLAs. Other reports are to be produced for other stakeholders. The SA will also be able to maintain our tabulation of Customer Lifetime Value.
Team GPS Self-Serve
The SA will triage or resolve all issues with respect to the automated self-service GPS deals, including disputes, technical errors, billing errors, etc.
Reconciliation
Any reconciliation between data in HS, QuickBooks and the PSA should be done by the Sales Administrator.
Post-Events
Uploading lists into HubSpot, associated scoring, lead routing, and reporting. Coordinating with Marketing to ensure that all stakeholders are aware of SalesLoft cadences and their respective obligations / SLAs.
Other Duties
If there is additional free time, preparation of L10 metrics, prepping lists (i.e. for Jon), the Campaign Review metrics and assisting with manual handling of MQLs and serving as the Turtl librarian (creating and deprecating variations for the sales team).
Top Skills
What We Do
Imagine the impact of always having the right people at the right time. With our talent solutions, you have immediate access to the experienced, MSP-focused technical resources you need to profit and scale. Our staffing and outsourced support solutions will solve your talent problems permanently.
We offer MSP staffing, outsourced NOC, RMM virtual admin, Helpdesk, and Professional Services—all the talent you need to scale your business, improve profitability and succeed.
◆ If you need dedicated staffing—technical or business admin—we have your back.
◆ Have you decided that providing NOC or helpdesk isn’t the best use of your tech talent? Let us save the day.
◆ Is your RMM tool driving you crazy? We can totally fix that.
Why Work With ITBD?
For nearly two decades, we have been building ITBD with a strong sense of community firmly rooted in our principles and values. We have grown steadily over the years by taking care of our team as if they are family. That’s because loyalty lies at the heart of who we are and how we guide our business. That is one of the reasons we remain privately held—it allows us to always make the decision that is best for our partners and our community.
When we say “Built for an MSP, by an MSP,” we are talking about having a partner that understands you, your team, and your customer—and can deliver accountability, reliability, and security – that’s the MSP Way.
Need more reasons?
◆ Three state-of-the-art, fully compliant, secure office facilities in New Jersey and India
◆ More than 100+ years of shared MSP experience among the leadership
◆ Fully insured and unparalleled customer data integrity
◆ Easy-swap flexibility: As your MSP needs evolve, your engineering solution can as well
◆ 30-day money-back guarantee
◆ Tech leads and career planning to provide growth plans for your team member
◆ Ability to mix and match services to build a custom solution perfec for your MSP needs
◆ Co-managed asset is invoiced corp-to-corp
