Sales Operations Coordinator

4 days ago

Sterling, United States NV Roofing Full time

Job Title: Sales/New Business Operations Coordinator

Location: Sterling, VA (on-site)

Company: NV Roofing, LLC

Industry: Facilities Management

Employment Type: Full-Time

Experience Level: Mid-Level

Salary: Competitive salary based on experience


About Us

NV Roofing is a family-owned exterior building services and construction company celebrating our 61st year. We currently have an opening for a Sales Operations Coordinator, to assist in the achievement of the company’s strategic objective and annual goals through the delivery of exceptional service and support reflective of NV Roofing vision, mission, purpose, and values.

Position Overview

As the sales operations coordinator, you will be the first point of contact for potential customers and will play a key role in expanding our pipeline and growing our client base. You’ll be responsible for generating and qualifying leads, setting up meetings, and helping to close deals. This role offers an excellent opportunity to develop your sales career while working with a dynamic and supportive team.

Key Responsibilities

Summary:

This position is primarily responsible for assisting Sales and Business Development teams, setting up new clients, processing jobs and bids in designated software, maintaining and updating CRM and generating various reports for Sales Leadership.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position is primarily responsible for supporting the sales team in all aspects of the sales process by performing the following duties:


Manage customer phone calls and/or emails regarding leads and/or estimating/job status inquiries and schedule sales team accordingly

Become “expert” in Jobba CRM to support clients and internal users to ensure that CRM is leverageable to capture building data for asset management purposes.

Verify New Client turnover sheet, Client Information, Site list, Rates, etc.

Accept and record payments for on-going jobs in CRM and Accounting software

Create and send deposit invoices for contracted capital project replacements.

Create proposal packets and information folders for business meetings, etc.

Take minutes and distribute to team after weekly sales meetings

Assist sales teams by coordinating key sales meetings, ‘Lunch and Learns’, ordering gift cards, and other materials

Assists sales team and Business Development with proposal generation and RFP follow-ups

Prepare regular reports on sales activities and customer engagement, providing actionable recommendations on areas of opportunity, improvement and successes.

Assist with lead qualification and prospect research.

Analyze sales data and trends to identify growth and declines.

Monitor and track monthly sales metrics and KPI’s, keeping the My90 tool updated.

Assist with onsite event management and handle post-event follow-up.

Partner with sales and operations leadership to continually develop improved processes.

Assist in renewing annual customer contracts and manage contract expiration dates

Update List of Current Contracts – Start & end dates

Manage shared folders to ensure all executed docs, COI, Rate cards are available in account specific folders.

Manage the Business Development email and dissemination of information to appropriate teams

Liaison with internal teams (finance, capital production and service/client care) as needed.

Manage the RFP Process

Manage the circulation to internal team contracts for review and input with return date

Compile all internal redlines and comments & send approved draft agreement

Manage Client COI’s

Other Duties as assigned


QUALIFICATIONS:


Education: Bachelor’s degree or equivalent experience is preferred. High school diploma; Up to 5 years related experience and/or training in customer service, sales support; or equivalent combination of education and experience. To perform this job successfully, an individual should have knowledge of Microsoft Office.


OTHER SKILLS AND ABILITIES:


Interpersonal Skills. Must have excellent oral communication skills with the ability to interface with many different audiences. Must have strong relationship-building skills.


Analytical Skills. Must have strong analytical and business skills. Must be able to present complex information clearly and concisely. Must have a strong analytical orientation and ability to apply analytical concepts to complex business problems.


Time Management Skills. Must have planning, prioritizing, and coordinating skills. Must have strong organizational skills. Must be capable of working independently with minimal supervision. Must have the ability to work in a stressful, deadline-oriented environment that requires complex, technical information and decision-making.

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