Customer Onboarding and Sales Administration

Job Description Summary

The Custom Onboarding Sales Administrator plays a critical role in supporting the sales organization for Forward Air by managing customer data, CRM systems, and onboarding processes. This position serves as the primary owner of sales systems and databases, ensuring data accuracy, system alignment, and smooth onboarding of new sales team members. The role also supports compliance, reporting, and customer payment processes, working closely with sales enablement and cross-functional teams to drive operational efficiency and data integrity.

Key Responsibilities

• Manage and maintain customer and sales data within Sylectus and Atlas for Tiger and Millhouse

• Serve as CRM owner for both organizations, including system alignment, user training, and coordination of reporting with Sales Enablement

• Act as the designated CTPAT representative, supporting compliance-related activities and documentation

• Oversee sales coding, system clean-up, and ongoing data management to ensure accuracy and consistency

• Coordinate and execute new sales onboarding, including system access, training support, and process alignment

• Process and manage customer credit card payments in accordance with company policies and procedures

Job Requirements

• 2+ years of experience in sales administration, sales operations, or a similar support role

• Experience managing CRM platforms and sales databases (Sylectus, Atlas, or comparable systems preferred)

• Strong understanding of sales operations, data management, and reporting processes

• Ability to train users and support CRM adoption across sales teams

• High attention to detail with strong organizational and data integrity skills

• Experience handling customer payments or financial transactions preferred

• Familiarity with CTPAT compliance or willingness to learn

• Strong communication skills and ability to collaborate across departments

• Proficient in Microsoft Office or Google Workspace tools

Since 1990, Forward Air has been a leading provider of ground transportation and related logistics services to the North American air freight and expedited LTL market. We offer surface shipping on an accelerated “time-definite” basis, delivering cargo at a specific time, but under less time-sensitive situations – supplying you with a cost effective, reliable alternative to air transportation. We work with companies of all sizes to develop tangible advantages and build the best products to meet your specific needs. Forward Air presents to the wholesale transportation community (logistics companies, freight forwarders, integrated air cargo carriers, passenger/ cargo airlines, and non-traditional shippers), a single-source provider that can deliver more supply chain services and a superior menu of choices. Throughout the years we have added supplementary lines to our linehaul service, such as full truckload operations (Truckload Services), final-mile coverage (Complete® Cartage), and an Airline Logistics program, and we will continue to expand our services to meet the changing needs and growth of our customer base.

Forward Air is structured to optimize both savings and service to our customers. Direct partnerships with owner-operators and other surface transportation providers, enable us to remain cost-competitive. The Forward Air network is designed with over 90 facilities located at or near major U.S. and Canadian airports, 12 regional sort centers and over 300 beyond points (secondary airports provided through our Complete Cartage service), creating one of the most comprehensive linehaul networks in the industry.

Ranked 3rd in Newsweeks 2022 "Americas Most Trustworthy Companies" publication