What are the responsibilities and job description for the Sales Coordinator position at Chaney Enterprises?
ESSENTIAL RESPONSIBILITIES AND DUTIES
Summary/Objective:
The Sales Coordinator provides sales support including but not limited to pricing, preparing sales quotes, CRM management, sales tracking, and reporting.
Essential Functions:
- Assist the sales team with daily administrative tasks, including preparing sales reports, managing schedules, and maintaining customer records.
- Handle customer inquiries and provide excellent customer service.
- Monitor and track sales performance metrics and generate reports for management.
- Track backlog and develop sales forecasts based on backlog and sales history.
- Maintain and update the customer relationship management (CRM) system.
- Prepare sales quotes and pricing for outside sales and customers.
- Evaluate customer purchase orders for conflicts with company terms and conditions of sale.
- Add notes to project files and maintain a general understanding of plans and specifications.
- Communicate with established customer base on non-billing inquiries.
- Work to resolve account issues with Billing, Credit, and Customer Service.
- Coordinate and complete special projects as required.
- Other duties as assigned.
JOB SPECIFICATIONS
Work Environment:
- Work time will be indoors/office.
- Noise level will be low.
Physical Demands:
- May lift a maximum weight of 25 lbs. and carry up to 25 lbs. on occasion.
- Sit approximately 7 hours per day and walk or stand the other 1 hour per day.
ADDITIONAL QUALIFICATIONS
Experience:
- Familiarity and/or training in an administrative capacity or sales environment.
Special Skills:
- Written communication, verbal communication, and mathematical skills.
- Ability to use a computer, including Microsoft Office.
- Ability to use the CRM (customer relationship management) software and Dispatch.
- Excellent interpersonal skills.
- Able to exhibit a high level of confidentiality.
- Excellent organizational skills.
- Must be able to identify and resolve problems in a timely manner.
Certifications:
- N/A
Industry Related Experience or Skills:
- N/A
Education Required: High School
Preferred Education: College/Undergrad
Bilingual in Spanish Preferred: Yes
