Sales Coordinator
1 week ago
Make your mark at the world's largest HVAC company
The Sales Coordinator will support the Sales Representatives with daily activity within the sales process. This role will compile data for customers and sales reps, analyze data, assist with the bid process, and work on customer proposals. The Sales Coordinator is also responsible for activities associated with inside sales, sales support, customer service, service fulfilment coordination, and administrative functions that support the service office.
What you will do:
Assist with data entry and maintaining the integrity of the local office database including forecast reports, opportunity reports, opportunity re-assignments, maintenance, etc.
Assist with the securing, booking and release for fabrication process
Complete change order proposals and booking the related change orders within the order management system, including updating office file as required
Prepare customer proposals, PowerPoint presentations, letters, spreadsheets, issuance of bid bonds, certificates of Insurance, payment/performance bonds, pre-qualification questionnaires and order legal paperwork and forms to aid in finalization of contract award
Set up project files, completes daily, weekly, or monthly project related reporting forms, files, faxes, or copies project documents
Coordinate meetings, trade shows, events, etc. for sales teams
Maintain local bid list. Assist in ordering or copying blueprints
Manage incoming/outgoing project related mail, contract documents, submittals, and design documents as necessary
Update and schedule service labor, material, and subcontract labor for the purpose of projecting planned project costs
Manage the contract closeout process to ensure the timely closure of projects
Coordinate the installation transfer, warranty letter and customer contact/survey process as required
Using Daikin Applied tools and standards,
p rocess subcontracts and subcontractor invoices.
Organize and maintains all subcontractor documentation (certificate of insurance, bonding, etc.)
Coordinate Daikin Applied invoice processes, subcontractor requirements (such as: certificates of insurance, bonding, lien waivers, etc.) and materials to meet revenue plan.
Generate subcontracts, safety documents, and may release payments to subcontractors or associated invoices with A/R invoices under guidance from the sales leadership team.
What you will bring:
High School Diploma or GED
3 years of related experience in sales environment
Must have strong written and verbal communication skills
Working knowledge of Microsoft Office Suite
Preferred:
A bachelor's degree may be considered in lieu of work experience
Experience with Salesforce or any other sales tracking software
#LIRS1
Location(s)
Louisville, KY
Area of Interest
Field Service
About Us
Building a more sustainable planet. Creating comfortable, healthy spaces for people to connect, live and work. Perfecting the
air
we share.
Daikin Applied is not just an HVAC company.
We're
part of a global technology powerhouse that uses H
eating, Ventilation and Air Conditioning (HVAC
)
to transform the world.
We're
innovators and leaders. Not only as a business, but as individuals.
We invest in our people, and our people invest in our customers and communities. This mutual commitment is the reason for our dynamic growth. So is an inclusive culture that encourages everyone to come to work as their whole selves and come together as a team that welcomes unique ideas,
perspectives
and backgrounds.
You see,
we're
not just innovating on the outside.
We're
innovating on the inside to unlock people's unlimited potential and bring out
the diverse
and groundbreaking ideas that will help us solve today's most pressing challenges.
That's
why Daikin offers more than
a
job
.
Here's
where
you'll
be heard, be valued, belong -- and be able to make your mark.
It is the policy of Daikin Applied to provide equal employment opportunity (EEO) to all persons regardless of race, creed, color, religion, gender, gender identification, sexual orientation, age, national origin, disability, protected veteran status, genetic information, marital status, membership or activity in a local commission, or any other characteristic protected by federal,
state
or local law.
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