Sales Coordinator

Job Summary:

Sales Coordinators assist the sales department through the selling process. They are responsible for having a working relationship with vendor partners as well as negotiating the best pricing available. The SC is also responsible for preparing final pricing and packages as well as project and daily work order activities with full customer satisfaction for those accounts. The Sales Coordinator’s primary responsibility is supporting internal customers (such as Sales and Design), producing proposals for customers, and helping their aligned salesperson ensure that the customer is satisfied. 

Responsibilities and Duties:

1. Departmental Assistance
   • Assist Sales and Designers with product research and technical order information.
   • Coordinate all customer projects and work orders: implementation of customer orders and service requests. Creates project number and quote.
   • Completes any necessary revisions to order throughout budgeting process. 
   • Coordinates with internal departments to maintain successful project flow between Designers, Project Managers, Project Coordinators, Installation Crews, etc.
   • Provides frequent and regular status reports to customers regarding project and work order status.
2. Sales Order Management 
   • Request and negotiate pricing from vendors (depending on size of order) for both service and product
   • Assist in the preliminary budgeting and quoting for clients.
   • Assists salesperson in ensuring a responsible close of sale by confirming signed sales orders (and terms & conditions, if appropriate), client purchase orders, and forwarding deposit requests when required.
   • Stays involved throughout sale implementation to ensure any changes in scope are identified and resolved
   • Attends project and account meetings as required.
3. Process, Quality and Customer Satisfaction
   • Ensures standards of performance are met for all customer work activities.
   • Assists with establishing costs and sell amounts for all account products and services, based on contract pricing, gross margin guidelines, and established service pricing; is responsible for “cost-of-sale” against account purchases.
   • Assists with ensuring documentation standards are maintained for all account activities; ensures dealership process and procedures are followed.
4. On-going
   • Complete bid/RFP forms and/or documents.
   • Manages team assignments to ensure workload activities are appropriately balanced and supported.
   • Participate in team meetings as scheduled.
5. Other duties as assigned.

Qualifications and Skills:

• Required skills
  • 3 to 5 years of experience in customer service-related field
  • Microsoft Office Suite
  • Exceptional customer service skills & multi-tasking abilities
  • Work in fast-paced environment
  • Build strong relationships with internal team (such as sales, design & project management)
  • Detail-oriented
  • Ability to organize and prioritize workloads
  • Communicate effectively across multiple departments

• Preferred skills
  • Moderate to a high level of product knowledge
  • Moderate to high-level expertise in vendor/customer discounting
  • Moderate to a high level of independence – able to work with minimal supervision
  • Khameleon (Business System)
  • Project Spec (product specification software)
  • Adobe Acrobat