Sales Operations Coordinator

2 weeks ago


Indianapolis, Indiana, United States Penhall Company Full time
Job Overview

SALES OPERATIONS COORDINATOR – JOB OVERVIEW

Sales Operations Coordinators play a crucial role in supporting the Sales Team by managing data entry tasks, allowing sales professionals to concentrate on their primary sales activities. This position involves collaboration with a regional team that includes various Outside Sales Representatives, Estimators, and Sales Managers.

KEY RESPONSIBILITIES:

1. Perform data entry into CRM systems to maintain and update:

· Company profiles

· Contact records

· Sales opportunities

· Events and activities

2. Conduct outbound calls to customer offices to:

· Register Penhall Company on customer bid lists.

· Gather information regarding target job titles.

· Arrange Lunch & Learn sessions for the sales team.

· Investigate payment discrepancies for outstanding items on accounts receivable reports.

3. Complete prequalification documentation to register Penhall Company as a contractor or supplier for bid requests.

4. Initiate outreach efforts to assist the sales team in qualifying potential leads and scheduling appointments with clients on behalf of sales representatives.

5. Utilize Takeoff & Estimating software to analyze construction drawings and evaluate bid opportunities assigned to Outside Sales Representatives.

6. Support Outside Sales Representatives in completing Penhall forms and processes, including:

· Establishing new customer accounts.

· Uploading documents into Contract Works.

· Creating proposal templates using the CRM.

· Generating dispatch tickets through the CRM.

· Collecting field ticket information.

7. Assist Outside Sales Representatives in optimizing their daily sales call routes.

8. Produce reports on sales Key Performance Indicators.

9. Identify potential bid opportunities using online bid management tools.

10. Collaborate with Outside Sales Representatives, Regional Sales Managers, and Branch Managers to uncover growth opportunities in service expansion and geographic reach.

11. Use Takeoff & Estimating software to perform takeoffs for bid opportunities.

12. Estimate project opportunities and prepare proposals for Branch Manager review.

QUALIFICATIONS & REQUIREMENTS:

· Proficient computer skills.

· Strong verbal and written communication abilities.

· Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

· Highly organized with effective time management skills and a self-motivated attitude.

· Excellent customer service capabilities.

· Ability to perform tasks accurately with urgency and integrity.

· Experience with ConstructConnect will be considered favorably during the evaluation process.

· Strong mathematical skills will be valued during the interview process.

· Capability to interpret construction drawings will be advantageous.

· Proficiency in completing quantity takeoffs will be a plus.

· Standard drug screening, driving record checks, and background checks will be conducted.

EDUCATION & EXPERIENCE:

A degree is preferred, although relevant industry experience may be accepted in lieu of a degree.

1 – 2 years of experience in a related field (preferably in construction or industrial services).

Benefits

  • 401(k) with company matching.
  • Dental insurance.
  • Health insurance.
  • Vision insurance.
  • Paid time off.
  • Paid holidays.
  • Tuition reimbursement.

Penhall Company is an Equal Opportunity Employer, encouraging qualified females, minorities, veterans, and disabled individuals to apply.



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