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Sales Coordinator

Austin, TX 78758

Posted: 02/08/2024 Employment Type: Direct Hire Function: Administrative Job Number: 23316 Pay Rate: $65,000-$70,000

Job Description

A well-established facility management support provider is looking for an Sales Coordinator to manage key functions within the Sales Department. The ideal candidate possesses strong customer service acumen, exceptional communication abilities, and a thorough understanding of sales methodologies. Working collaboratively in a team environment, the new member will contribute to operational efficiency by completing tasks accurately and fostering positive working relationships with team members and clients.

Salary + Additional Benefits:

  • $65,000-$70,000
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Cell Phone Reimbursement
  • PTO
  • Sick Days (3 per year)
  • 401(k) with 4% company match and immediate vesting

Location: San Jose, CA
Type of Position: Direct Hire

Responsibilities:
  • Create work orders for the Sales Department.
  • Update work orders as changes occur prior to the crew being onsite at the client.
  • Verify that work orders are in place and correct for the next day’s required crews.
  • Notify / confirm with clients a day in advance that crew is scheduled.
  • Work with Operations to answer questions regarding crew status on the day of the job.
  • Act as point of contact for communication with ongoing clients who request work for the following day.
  • Communicate effectively with clients to plan work crew for jobs.
  • Create and manage a timeline for creation of proposal.
  • Coordinate information gathering and set up meetings with required personnel to complete proposals a day in advance of the due date.
  • Create the proposal with all criteria detailed in the RFP.
  • Update and communicate progress of RFP creation with the appropriate Salesperson.
  • Ensure that a final review is signed off by the appropriate Salesperson a day in advance of RFP due date.
  • Coordinate 3rd Party Service Work by adhering strictly to the company process. This includes obtaining multiple bids, communicating with Salesperson, creating the work order, obtaining PO, scheduling work, updating Salesperson and client before, during and after work is performed, obtaining invoice, closing out work order.
  • Coordinate and track all COI’s prepared for all locations by client.
  • Document and track any additional insurance purchased by a client.
  • Ensure all paperwork and documentation is processed in an accurate and timely manner.
  • Perform data entry to complete customer and vendor onboarding forms.
  • Utilize Adobe PDF and DocuSign software to fill in data and circulate for signatures.
  • Request Purchase Orders from customers, as needed, after quote approved and at same time as COI request.
  • Post-move communication with customers to ensure everything is completed successfully.
  • Circulate post-move surveys to select customers to complete short surveys via clicking link.
  • Create template checklists/SOP’s to efficiently track and manage the above tasks and timelines.
  • Potentially (but not required) assist with invoice instruction creation and submission to accounting, in collaboration with Sales Team.

Requirements:
  • College degree or 2-year AAS degree is a plus
  • 3-5 years of experience in the field or combination of school and experience
  • Communicate effectively, both orally and in writing
  • Demonstrate excellent customer service skills
  • Establish and maintain effective and cooperative working relationships with co-workers and clients
  • Assume responsibility and exercise good judgment in making decisions within the scope of authority of the position, including maintaining confidentiality of sensitive information
  • Accurately complete tasks within established times
  • Anticipate needs and demonstrate resourcefulness
  • Synthesize and interpret a wide range of information
  • Work effectively in a team environment
  • Undertake assignments with minimum supervision
  • Demonstrate capabilities in Microsoft Office applications, Word, Excel, Access, and PowerPoint
  • Demonstrate excellent time management and organizational skills
  • React positively in stressful situations with confidence and clear resolutions
  • Demonstrate the ability to foresee roadblocks or inaccurate data and identify best practice solutions
  • Demonstrate the ability to focus for extended periods of time
  • Ability to successfully and positively develop effective working relationships between staff, leaders, and clients
  • Ability to exercise independent judgement and demonstrates initiative to meet customers' needs
  • Ability to work under pressure within a fast-paced, team focused environment

Meet Your Recruiter

Sarah Colvill
Search Director - Murray Professional

Specializing in matching talent with Human Resources, IT, Administrative, Sales, Marketing, and Customer Service roles.
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