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Sales Operations Coordinator

2 months ago

Madison, Wisconsin, United States Trachte LLC Full time

Role Overview:
As a key member of the sales team, the Sales Operations Coordinator will assist the assigned Regional Sales Manager(s) and the broader commercial team throughout the sales cycle by facilitating internal coordination with various departments such as sales, estimating, engineering, and operations, while also managing external communications with customers.

Key Responsibilities:
1. Support the initial assessment of customer documentation and specifications to effectively consolidate and relay requirements to the structural and electrical estimating teams.
2. Upon completion of the estimating process, oversee the delivery of proposals and maintain customer communication.
3. Assist in all facets of the quoting process, which includes:
- Preparation and submission of quote forms
- Compiling bid lists and qualifying bidders
- Drafting proposals and logging quotes.
4. Demonstrate the ability to comprehend and translate customer needs (both technical and commercial) to aid in quote development, lead time assignment, and project risk assessment.
5. Act as a liaison for customers, ensuring follow-up actions are taken to keep quotes and projects progressing.
6. Provide initial responses to inquiries, qualifying leads, and facilitating the handoff to sales representatives, while generating and distributing information packages and conducting follow-up calls.

Travel Requirements:
Travel with Regional Sales Managers as necessary to foster customer relationships.

Customer Correspondence Management:
Effectively manage all customer correspondence to ensure timely and accurate communication.

Qualifications:
To excel in this role, candidates should demonstrate the following skills:

  • Analytical Skills: Ability to gather and analyze information to address customer RFQs.
  • Problem Solving: Proficient in identifying and resolving issues promptly, analyzing information skillfully, and developing alternative solutions.
  • Technical Proficiency: Capability to evaluate customer technical requirements and engage in discussions to resolve any issues.
  • Customer Service Orientation: Commitment to responding promptly to customer needs and fulfilling service requests.
  • Team Collaboration: Willingness to contribute to a positive team environment, valuing feedback and supporting team goals.
  • Initiative: Proactive in seeking opportunities for self-development and increased responsibilities.
  • Judgment: Ability to make sound decisions and include relevant stakeholders in the decision-making process.

Educational Background:
A Bachelor’s degree in Engineering or Business Administration with a strong technical aptitude, or equivalent experience.

Benefits:
Why consider a career with Trachte LLC? We offer a competitive salary and an excellent benefits package that includes:
- Comprehensive medical, dental, and vision insurance
- Company-paid life insurance
- Paid vacation and holidays
- Retirement plan with company matching
- Tuition reimbursement
- Opportunities for advancement
- Potential for annual bonuses.