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Sales Excellence Administrator. Job in Pearl Gr8Jobs
Job Description
The Sales Excellence Administrator supports a disciplined commercial operating system for Upchurch. This role organizes sales workplans, meetings, and action logs; maintains accurate forecasts and pipeline reports across CRM, finance, and ERP data; and supports strategic and key account programs. The position also manages sales process and enablement resources, prepares leadership-ready dashboards and materials, and recommends practical workflow and reporting improvements to help teams sell consistently and effectively. Responsibilities Administer the Sales Excellence operating system, keeping commercial workplans, calendars, action logs, and leadership views organized and current. Coordinate sales forecast and pipeline reporting by reconciling CRM, finance, ERP, and line-of-business data into clear rollups and dashboards. Support strategic and key account programs by maintaining account records, account plans, enterprise account maps, and follow-up actions. Maintain and update sales process and enablement resources, including templates, tools, version control, and adoption tracking. Plan and run the administrative backbone of cross-line-of-business sales meetings, forecast reviews, and strategic-account reviews, including agendas and follow-up. Identify process gaps, data-quality issues, and overdue or unowned actions, and provide clear recommendations to leaders. Recommend practical improvements to CRM, SharePoint, and related workflows to reduce manual effort and improve information quality. Required Skills CRM Reporting and Administration Sales Forecasting and Pipeline Analysis Excel or Spreadsheet Analytics Power Point or Presentation Tools Sales Process and Methodology Share Point or Document Management Systems ERP Data and Revenue Reporting Business Intelligence Dashboards Project and Workplan Coordination or Workflow Management Tools