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Sales Coordinator
2 months ago
- The Support Specialist serves as primary point of contact for a Sales Manager .
- In partnership with the Sales Professional, the Sales Support Specialist is responsible for supporting the complete lifecycle such as participating in development of bids, proposals, contract documents, including but not limited to RFPs/RFIs (request for proposal/information) and QBRs (quarterly business reviews), and other duties as assigned.
- Development of proposals by translating standard job requirements (as submitted by sales pro,) to approved products and format.
- Read, analyze, and interpret general business documents (terms and conditions, technical procedures).
- Ensure compliance and consistency with business policy and procedures as it relates to preparing and documenting paperwork for Client and the Customer.
- Entry of orders into the respective ERP (Oracle Fusion)
- Handle customer requests and inquiries regarding new and existing contracts, invoicing, site surveys, regulatory requirements and account information.
- Work with Sales Professional for day-to-day activities specific to his/her needs.
- Drive closure/resolution, ensuring responsiveness to customer in a timely manner.
- Manage processes with Client's field organization to ensure accurate and timely contracts and RFPs are met.
- Respond to and assist to resolve customers requests as needed with the service dispatch teams .
- Must actively problem-solve to ensure resolution and avoid escalation whenever possible. When necessary, escalate issues to appropriate Client team.
- Develop job booking packages to include preparing of sales related documents; coordination with the account services centers to facilitate the booking process; verification of subcontractor quotes; evaluation of PO/Contract terms and conditions that may be non-standard to contract, notifying and reviewing with the Sales Manager and Legal as appropriate.
- Participate in sales meetings/conference calls, as needed, both internally and with customers to discuss account needs.
- Develops and maintains viable long-term relationships with customers and subcontractors.
- Participates in business review meetings by preparing and discussing critical account information pertinent to current profitability status.
- Other duties as assigned
- High school diploma or its equivalent required Associates Degree or BS degree in Business, Marketing, or technical field preferred
- Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.
- Must have strong interpersonal skills to effectively communicate with both internal and external clients.
- Must have the ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence.
- Able to prioritize work activities based upon financial impact to desired business goals.
- Able to influence diverse teams to accomplish tasks/goals.
- Strong keyboarding and typing skills with high level of accuracy and attention to detail
- Proficient in MS Office with strong emphasis in Word, Excel, Outlook, and Teams
- Excellent written and verbal communication skills
- Knowledge of or ability to learn Client Business Systems
- Strong organizational skills
- Strong time management skills
- Broad proficiency in customer relations, presentations, and sales motivation
- Highly motivated self-starter that can work independently excellent attendance history required
- HVAC/Construction industry experience managing sales operations
- Strong product knowledge of Building Systems