Salesforce Assistant

Full Time
Melville, NY 11747
Posted
Job description

GILBERT, located in Melville, NY, is an established custom trade show and commercial interiors company with a national reach. We’ve developed into the premiere destination for trade show exhibits, commercial interiors, and corporate events. We believe in helping brands achieve their full potential through thoughtfully designed environments and impactful experiences that achieve our clients’ goals. We’re an organization of people who believe in putting our best foot forward. We believe that we can accomplish more as a team than as individuals and we believe in going above and beyond for our clients. We commit ourselves to strive for greatness and push our boundaries to deliver successful projects.

RESPONSIBILITIES

  • Assists Account Executives and Account Managers with all internal paperwork and data entry into Salesforce.
  • Data Entry into Salesforce Includes: Creating a lead, new accounts, new contacts, new opportunities, request for design, request for estimate(s) and proposal; continuously updating records in real time.
  • Strong follow up on team activity, keeping others adequately informed and completes administrative tasks correctly and on time.
  • Create detailed written instruction for production based on client proposal, create detailed written instruction for multiple production departments using Microsoft Word template.
  • Create, customize and run reports from Salesforce
  • Using a project timeline template, help team members manage deadlines and deliverables
  • Create and manage client files on behalf of Account Executives and Account Managers
  • Open new jobs, create new job folders, maintain client and job files
  • Process and distribute work orders

REQUIREMENTS:

  • Strong written and verbal communication skills
  • 1-2 years of experience within a sales support role
  • Bachelor’s degree preferred
  • Experience with Salesforce or other CRM tool is preferred
  • Ability to work independently and take the initiative to set priorities and see projects from start to finish
  • Knowledge of basic Microsoft systems such at Word, Excel, etc.
  • Strong sense of urgency and follow up skills
  • Self starter with ability to prioritize their workload

Job Type: Full-time

Pay: From $25.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Paid time off
  • Vision insurance

Compensation package:

  • Weekly pay

Experience level:

  • 2 years

Schedule:

  • 8 hour shift
  • Monday to Friday
  • Overtime
  • Weekend availability

Ability to commute/relocate:

  • Melville, NY 11747: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Salesforce: 2 years (Preferred)

Work Location: One location

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