CSI is one of the largest independent equipment leasing companies in the world. We provide our customers not only with financial solutions, but for help with asset management, end-of-life data security, disposal and more – all on a global scale. CSI employees have been working to provide intelligent solutions with superior customer service for over five decades. Start your journey with CSI today!
We are seeking a proactive and detail-oriented individual with strong time management skills, advanced computer literacy, and a solid aptitude for data analysis and problem solving. The ideal candidate will be experienced in sales operations, proficient in Excel, and comfortable working with data and analytics. This role will require frequent communication and collaboration with multiple internal departments, so the ability to communicate clearly and effectively within cross-functional teams is essential.
The position supports the sales team and key customers while working closely with management to meet day-to-day operational needs and help teams achieve their goals.
What to expect in this role on a given day:
- Prepare and manage pricing quotes for prospective and existing customers and track open sales opportunities through completion.
- Support sales transactions by preparing documentation, submitting internal requests, and reviewing invoices for accuracy.
- Assist customers with equipment returns and resolve related questions or issues.
- Conduct customer and business record research using internal and external databases.
- Review sales portfolios and customer accounts to identify upcoming renewals, expirations, or opportunities for follow-up.
- Assist in day-to-day tasks and urgent requests that come through from the sales team and other departments.
- Provide administrative support to various account executives, including calendar management, travel coordination, meeting scheduling, and activity tracking in CRM systems. Provide accurate data entry and database management.
- Become the ‘go-to- person for all US sales administration matters.
- Some travel may be required, less than 20%
You will be a good fit for this position if you have:
- Four or more years of experience in an administrative role reporting directly to upper management.
- Excellent written and verbal communication skills.
- Strong time-management skills and an ability to organize and coordinate multiple concurrent projects.
- Proficiency with office productivity tools and an aptitude for learning new software and systems.
- Flexible team player, willing to adapt to changes and unafraid of challenges.
- Ability to maintain confidentiality of information related to the company and its employees.
- Experience or good understanding of Salesforce.
- Microsoft Office Suite, with intermediate to advanced experience with Excel.
- Ability to work remotely and maintain motivation to get the job done.
- Must be able to show initiative in making informed decisions and manage multiple and conflicting tasks.
- Ability to own processes and take pride in continuous improvement to ensure our sales team is supported and their needs are met.
How we take care of our people:
Competitive pay & benefits package includes:
- Medical, dental, and vision coverage for you & your family
- Virtual medical and mental health care coverage
- Pre-tax medical & dependent care flexible spending accounts
- Health Reimbursement Arrangement
- Company matched 401(k) retirement savings account
- Company-paid short & long-term disability and life insurance
- Employee Assistance Program
- Paid Time Off
- On-site fitness center
- Wellness program
- Company events
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