Administrative Associate - New York, NY
Oxford Economics (OE) is seeking a Administrative Associate to based in our New York office.
The role of Administrative Associate will support the Finance & Administrative team for Oxford Economics USA and perform the job responsibilities as listed below. This role will serve as a liaison between Oxford Economics and clients and will provide support for the Americas business development teams.
Essential Job Functions
- Maintain and update the CRM (Salesforce) with sales, account management and invoicing information with a focus on existing clients and renewals
- Work with individual Sales Representatives to generate renewal reports from Salesforce and cross reference information to ensure timely accurate renewal information
- Prepare renewal invoices via Salesforce & SAP byDesign, and submit invoices via client portals
- Compile Salesforce renewal data to help produce a variety of reports and dashboards
- Permission users via Salesforce and generate user lists, as required, for existing clients
- Run client usage reports
- Train business development team on Salesforce best practice
- Assist with Stone McCarthy Research Associates (SMRA) administration: invoicing, filing out required vendor forms
- Maintain SharePoint with contracts and proposals
- Facilitate onboarding of new clients by completing vendor forms/entering information in vendor portals as appropriate
Additional Responsibilities once staff return to physical office
- Maintain and order office and kitchen supplies and keep track of billing
- Compile, scan and sort documents, such as invoices and checks
- Send documents via UPS or FedEx as required
- Add guests to CIM system security, and add/remove Kastle swipe cards
- Assist CEO and other senior staff, as necessary, regarding travel and hotels
- Assist with coordination OE events (Holiday party, summer party, office drinks)
- Set up and facilitate registration at OE conferences
Required Education and Experience
- Bachelor’s degree
- 2-4 years’ experience in sales administration and client account management; bookkeeping experience is a plus
- This role requires advanced knowledge of all MS Office resources, Salesforce and Microsoft Teams
- Experience working with SAP byDesign is a plus
Skills Required
- Demonstrable experience with Salesforce software, particularly in an administrative and account management capacity
- Exceptional attention to detail and organizational skills, and ability to multi-task in a fast-paced environment
- Strong interpersonal skills
- Excellent written communication skills, including use of proper grammar and spelling in internal and external communication
- Able to shift priorities quickly and resume less immediate tasks in timely manner
Topics: Careers in the US