The Role
Support sales operations by processing orders, quotes, and invoices; maintain customer records and CRM data; coordinate with finance and operations; prepare reports and dashboards; handle customer inquiries; schedule and assist sales team; track pipeline and identify process improvements.
Summary Generated by Built In
About Umbrella
Umbrella Incorporated partners with enterprises to navigate complexity, accelerate growth, and drive measurable impact.
This role will support both Cloud Managed Networks and Tidal Commerce, two member companies of Umbrella Incorporated, supporting a dynamic and growing environment spanning IT infrastructure, cloud technologies, cybersecurity, and digital commerce consulting & implementation.
About the role
We are seeking a detail-oriented and organized Sales Administrator to support our sales team and ensure the smooth execution of day-to-day sales operations. This role is responsible for managing sales processes, maintaining accurate records, and acting as a key point of coordination between customers, sales representatives, and internal teams.
The Sales Administrator plays a critical role in enabling the sales team to focus on revenue-generating activities by handling administrative, operational, and customer-related tasks. This position is ideal for someone who thrives in a fast-paced environment and enjoys working across multiple functions to ensure seamless operations.
This role will support full eastern (US Eastern - EST/EDT) overlap – 9 am to 5 pm.
Responsibilities
- Process sales orders, quotes, and invoices accurately and in a timely manner
- Maintain and update customer records, contracts, and sales documentation
- Serve as a point of contact for customer inquiries, order status updates, and issue resolution
- Coordinate with internal teams (e.g., finance, operations, logistics) to ensure timely order fulfillment
- Prepare and maintain sales reports, dashboards, and performance metrics
- Manage CRM (Salesforce) systems and ensure data accuracy and completeness
- Support the sales team with administrative tasks such as scheduling meetings and preparing materials
- Assist with tracking sales targets and pipeline activity
- Identify and support process improvements within sales operations
Qualifications and Requirements
- Diploma or degree in Business Administration, Sales, or a related field (preferred)
- 2-4 years of experience in a sales support, administrative, or customer service role
- Strong organizational skills with a high level of attention to detail
- Excellent written and verbal communication skills
- Proficiency in Microsoft Excel / Google Sheets and CRM systems (e.g., HubSpot, Salesforce)
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Customer-focused mindset with strong problem-solving abilities
- Ability to work independently and collaboratively within a team
What We Offer -
- Competitive compensation package
- This role offers opportunities to expand your knowledge of the technology and sales industry while developing broader business operations expertise, with potential to grow into supporting additional teams, functions, and strategic initiatives across the organization
- Opportunities for ongoing training and professional development.
- Supportive work environment with a focus on safety and innovation.
Umbrella Inc is committed to creating and maintaining a workplace that is free from harassment and discrimination under the Ontario Human Rights Code. The Company’s policy is not to discriminate against any applicant or employee on the basis of a prohibited ground enumerated by the Ontario Human Rights Code. Umbrella welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Please advise Human Resources if you require accommodation. Further, it is Umbrella's policy to comply with all applicable provincial and federal laws regarding background and criminal record checks in making hiring decisions.
Skills Required
- 2-4 years of experience in a sales support, administrative, or customer service role
- Proficiency in Microsoft Excel / Google Sheets
- Experience with CRM systems (e.g., HubSpot, Salesforce)
- Strong organizational skills with high attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Customer-focused mindset with strong problem-solving abilities
- Ability to work independently and collaboratively within a team
- Diploma or degree in Business Administration, Sales, or a related field
- Work overlap with US Eastern hours (9am to 5pm EST/EDT)
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The Company
What We Do
Umbrella Incorporated is a collective of specialized technology and consulting companies focused on helping organizations modernize, scale, and transform through digital innovation. They empower enterprises to navigate market changes through strategic transformation across research, strategy, finance, operations, marketing, digital commerce, and technology infrastructure, providing end-to-end solutions that build competitive advantage and deliver measurable business outcomes.
