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Sales Coordinator- New Installation/Modernization

2 months ago

Madison, United States TK Elevator Full time
The first 3 letters in workplace safety are Y-O-U

TK Elevator is currently seeking an experienced Sales Coordinator- New Installation/Modernization located in Madison, WI.

This position is intended to support the NI/MOD Sales Teams with estimating, proposal creation, and general sales related activities. This role will facilitate the handling of invitations to bids for new construction and requests for pricing for modernization projects which will enable our team to estimate more efficiently and submit more proposals

ESSENTIAL JOB FUNCTIONS:
  • Responds to customer inquiries from our marketing portal, and either handles directly or delegates to the sales representatives.
  • Monitors upcoming projects via lead-generation resources (Dodge McGraw-Hill, tkTrip, internal team member referrals, etc.) and creates opportunities in CRM system for sales reps.
  • Solicits and schedules Lunch & Learn presentations and sales meetings with Architects (NI), Consultants, Property Managers, and Construction Managers. Arranges for catering/accommodations as required. Processes participant sheets and produces completion certificates. Maintains completed evaluation forms. Conducts customer follow ups after presentations.
  • Coordinates the RFP screening and handling process. This includes receiving all RFP's and ITB's from our customers, downloading bid documents, and screening the projects to evaluate desirability for TKE. Requests extensions to bid deadlines as instructed by reps and maintains/updates a team bid calendar.
  • Coordinates project estimation process. Downloads and organizes all bid documents for the project. Creates and distributes bid packages to operations, TK Manufacturing, and third party vendors. Creates electronic and hard-copy file for projects we intend to bid. Enters initial data into CRM system and TKE estimating programs for finalization by the sales representatives. Assists sales with pre-qualification forms.
  • Coordinates the maintenance sales efforts. Includes working with DVP to determine the initial service conversion probability for each project. Works with Quick Quotes and service department to generate service contracts for the sales people.
  • Develops and maintains a contact database of vendors, suppliers and subcontractors. Works with purchasing department to ensure they are in good standing and have signed our vendor agreement.
  • Manages inventory of marketing collateral, samples, and TKE branding materials.
  • Facilitates and schedules interdepartmental meetings for pre-bid reviews, booking package reviews, kick-off meetings and NIM turnover meetings.
EDUCATION & EXPERIENCE:
  • High school diploma or GED (general education degree)
  • One year certificate from college or technical school preferred
  • Three to six months related experience and/or training in basic business administration
  • Some elevator repair administrative work preferred
  • Oracle database knowledge