About the role
About CAP Index
For over 35 years, CAP Index has been the industry leader in crime risk forecasting. Our data-driven solutions help some of the largest brands, financial institutions, and organizations in the world make informed decisions about safety, security, and risk management. We are expanding our sales team and looking for a motivated, entry-level professional eager to launch a career in sales and business development.
Position Overview
CAP Index is seeking a highly organized, detail-oriented Sales Support Administrator to support our sales, operations, and finance functions. This role plays a critical part in ensuring a smooth customer experience—from order processing through fulfillment—while supporting internal coordination across teams. The ideal candidate is a proactive self-starter who is comfortable managing multiple priorities, learning new systems, and working closely with both clients and internal stakeholders.
CRM & Pipeline Management
Maintain CRM data quality, integrity, and overall system hygiene
Monitor pipeline activity and identify missing information, stalled opportunities, process gaps, and reporting inconsistencies
Conduct routine audits of sales records, contacts, accounts, opportunities, and activities
Ensure sales opportunities are progressing through the CRM in accordance with established sales processes
Support forecasting efforts through accurate pipeline tracking and reporting
Assist sales leadership in maintaining pipeline governance and stage discipline
Sales Reporting & Analytics
Create and maintain recurring sales reports, dashboards, and performance metrics
Analyze historical sales activity, trends, conversion rates, and pipeline performance
Identify patterns, opportunities, bottlenecks, and areas for improvement
Assist leadership with quarterly planning, sales reviews, and forecasting initiatives
Support the development and maintenance of KPI scorecards and sales performance reporting
Sales Administration & Order Management
Prepare, process, and track customer order forms and agreements
Manage DocuSign workflows and contract execution processes
Perform preliminary reviews of customer purchasing requirements, legal terms, and onboarding documentation
Coordinate internally to ensure smooth order processing and customer onboarding
Maintain pricing records, sales documentation, and internal reference materials
Serve as a resource to sales team members regarding sales processes, pricing, forms, and procedural questions
Team Coordination & Sales Enablement
Organize sales meetings, team reviews, and planning sessions
Prepare meeting agendas, capture notes, document action items, and coordinate follow-up activities
Help maintain sales playbooks, process documentation, and internal knowledge resources
Support onboarding and training of new sales team members
Assist with development and maintenance of sales content, templates, and operational resources
Technology & Process Improvement
Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to improve productivity and efficiency
Leverage tools such as ChatGPT and AI-assisted technologies to streamline administrative tasks, reporting, documentation, and workflow management
Identify opportunities to automate repetitive tasks and improve business processes
Assist with implementation and adoption of new sales technologies and operational initiatives
Qualifications & Skills
Required
Bachelor's degree or equivalent professional experience
3+ years of experience in sales operations, sales administration, business operations, project coordination, or related roles
Strong proficiency with CRM systems such as Zoho, Salesforce, HubSpot, or Microsoft Dynamics
Advanced Microsoft Office skills, particularly Excel, Teams, Outlook, Word, and PowerPoint
Exceptional organizational and time-management abilities
Strong analytical and problem-solving skills
Ability to manage multiple priorities with minimal supervision
Excellent written and verbal communication skills
High attention to detail and commitment to accuracy
Demonstrated ability to learn and adapt to new technologies quickly
Preferred
Experience supporting B2B sales organizations
Experience building reports, dashboards, and KPI tracking tools
Familiarity with sales forecasting and pipeline management
Experience with DocuSign or contract management platforms
Working knowledge of AI tools such as ChatGPT, Microsoft Copilot, or similar technologies
Experience creating process documentation, workflow diagrams, or standard operating procedures
Characteristics of Success
The ideal candidate is:
Highly organized and process-oriented
Naturally curious and analytical
Comfortable working with data and technology
Proactive and self-directed
Able to identify problems before they become issues
Confident communicating with leadership and sales professionals
Committed to maintaining accuracy, consistency, and accountability
Focused on continuous improvement and operational excellence
Reporting Structure
This position reports directly to the Director of Sales and serves as a dedicated member of the sales organization, supporting sales leadership, account management, and business development efforts.
Salary: based upon experienceOriginally posted on Himalayas