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Form of workSales Coordinator Job DescriptionAs a Sales Coordinator you will be one of the most important pieces of a well-oiled machine, your job is to ensure all those pieces work synchrony in a fast-paced environment. The main part of your job is to support the Sales staff to guarantee sales goals are being met. As the central axis, you will take on many rolls, depending on the needs of your teams.
You will be working close with the Sales representatives making sure their work is organized and ready from start to finish. You will also be the bridge between customers and the Sales department, making sure all communication flows openly and effective. Your workload will be , but not limited to: managing schedules, filing important documents, reaching out to subcontractors and agencies, communicating and connecting sale representatives, Managers, internal and external customers and constantly updating your knowledge on the communications and low voltage field.Sales Coordinator Duties & ResponsibilitiesQuote Board Management - Ensure quote are in the appropriate stage and archive quotes, as necessaryAttach copy of finalized proposal in our internal systems once sent to clientCreate weekly and monthly Quoting and Booking Reports each Monday.
Save reports accordingly and send to General Manager, CEO, Director of Sales, and AccountingProject Booking - Begin booking process upon receiving approval from customer. Enter Sales Pre-Booking tasks within our internal systems for quote and assign accordingly. Ensure customer folder and our internal systems are organized correctly.
Compile booking details into email for Operations. Once converted to job, schedule turnover between Sales and Operations and/or Service.Send introduction email to customer listing the assigned project manager's contact informationQuote Documentation ManagementFilter requests from customers and present to Sales team to determine bidding intentionsCreate quote/change order within our internal systems and customer folder within W: DriveSave all corresponding project documents: drawings, specifications, requirements, addendums, and RFI's if applicableSend out finalized proposal to customerCustomer & Vendor Contracts/FormsComplete any requested vendor qualification formsForward all contracts or documents that require personal signature to General ManagerSave all contracts/forms in customer folderRequest completed new customer form and W9 from customerCreate vendor-specific Master Subcontract Agreement and corresponding folder on W: DriveSend MSA to vendor for review and main points of contactCreate contractor profile within our internal systems and save forms as attachmentsCertificate of InsuranceReceive all COI requests and save accordingly. Go through list of all COI's and note which ones do not need to be renews by the agency, yearly.
Request and manage all project endorsement and OCIP/CCIP enrollments. Requirements
