Sales Support Coordinator

Duties and Responsibilities

• Assist sales management in maintaining the integrity of the CRM database, including forecast reports, opportunity reports, opportunity assignments, and ongoing system maintenance.
• Support the timely execution and production of qualification documents, sales proposals, presentations, sales promotions, marketing plans, projects, trade shows, and meetings.
• Screen, coordinate, and assign inbound sales inquiries and provide appointment support for the sales team.
• Expedite the contract booking process by following up on credit holds, customer account setups, contract documentation, and required signatures.
• Coordinate and support survey requests, working directly with Account Managers and Sales Engineers to ensure complete and accurate surveys using available tools.
• Assist with the procurement of bid documents, plans, and specifications and distribute materials as appropriate.
• Aid in the preparation of customer proposals, including PowerPoint presentations, letters, spreadsheets, and related documentation.
• Assist with customer service initiatives and support problem resolution efforts.
• Coordinate customer visits to branch locations as needed.
• Provide additional sales administration support as required.

Skills

• Strong interpersonal skills with the ability to communicate effectively with both internal and external clients.
• Highly organized with respect to file storage, folder organization, and task management.
• Ability to manage a large and diverse workload with tact, cooperation, and persistence while prioritizing tasks based on financial and business impact.
• Experience with or basic knowledge of project accounting or costing principles preferred.
• Proficient computer skills, including advanced use of Microsoft Word, Excel, Access, desktop publishing tools, and internet-based business applications.
• Ability to work independently with strong attention to detail and organizational skills.