Sales Operations Coordinator

1 week ago

Orange, California, United States Fortis Fire & Safety Inc. Full time
Job Overview

At Fortis Fire & Safety Inc., a leader in fire protection services across the nation, we pride ourselves on delivering exceptional safety solutions. Our expanding presence is evident in multiple states, and we continuously seek to enhance our service offerings.

We are committed to providing a comprehensive range of certified professionals dedicated to safeguarding our clients' properties with expertly installed and maintained fire and life safety systems.

Employee Benefits:

  • Two weeks of paid vacation
  • One week of paid sick leave
  • Ten company-paid holidays
  • Additional paid time off for jury duty and bereavement
  • Competitive salary
  • 401k plan with company matching
  • Medical, dental, and vision insurance
  • Company-funded life insurance
  • Short-term disability coverage at no cost
  • Optional long-term disability and life insurance packages
  • Legal and pet insurance
  • Opportunities for career advancement

Position Summary:

The Sales Operations Coordinator will play a crucial role in providing administrative assistance to our esteemed service sales team. Collaborating closely with the VP of Sales and the Service Operations Manager, this position aims to enhance sales performance while ensuring top-notch client communication and service quality.

The primary objective is to establish our reputation as a premier service provider in the industry.

Key Responsibilities:

  • Exhibit a goal-oriented mindset with a strong understanding of sales and customer service best practices.
  • Support sales efforts to ensure high levels of customer satisfaction and drive business growth.
  • Allocate new client sales leads to appropriate sales representatives based on designated territories or market segments.
  • Conduct initial assessments and prepare all new contracts and agreements for the service sales team, identifying potential risks and liabilities.
  • Assist in the administrative aspects of large portfolio RFPs (Requests for Proposals).
  • Maintain various client prequalification portals, ensuring all necessary information is current.
  • Engage in inside sales for upcoming inspections and alarm monitoring renewals for existing accounts.
  • Facilitate the transition of agreements to new owners or clients and support the execution of new contracts during ownership changes.
  • Manage reports and job statuses for key account clients.
  • Coordinate client presentations, industry events, and educational sessions.
  • Prepare and export monthly service revenue reports for the VP of Sales in preparation for commission calculations.
  • Foster a culture of continuous improvement by providing constructive feedback to team members.
  • Perform any other duties as assigned.

Required Qualifications:

  • High School Diploma or GED equivalent
  • A minimum of two years of experience in fire protection inspection or monitoring sales, or two years of administrative experience in related fields.
  • Familiarity with fire protection systems and alarm monitoring.
  • Experience with service industry software systems (e.g., Q360, ServiceTrade).
  • Proficiency in Microsoft Excel.
  • Strong attention to detail and accuracy.
  • Ability to manage multiple tasks and projects effectively.
  • Excellent time management and organizational skills.
  • Strong communication abilities.

Preferred Qualifications:

  • Active notary public license
  • Prior experience in billing, invoicing, or accounting

Position Type and Work Schedule:

This is a full-time role. Typical working hours are Monday through Friday, with an expectation of eight hours per day. Flexibility for additional hours or alternate schedules may be required based on business needs.

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