Sales & Client Support Coordinator

Position Summary
The Sales & Client Support Coordinator provides critical administrative, operational, and client support to the sales and project teams. This role manages CRM system, coordinates customer follow-ups, supports sales documentation, and drives customer care initiatives. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities in a professional manner.
Key Responsibilities
Sales & CRM Support
• CRM Management: Maintain and update CRM systems with accurate, timely data.
• Data Entry: Execute daily sales data entry and organize customer records.
• Administrative Aid: Support sales teams with document preparation and workflow coordination.
• Quote Coordination: Assist with quote management for high-value sales opportunities.
Customer Experience & Follow-Up
• Gift Programs: Coordinate customer gift programs for completed installations across all company brands.
• Care Process: Establish and manage a structured post-install customer care follow-up system.
Additional Support
• Special Projects: Assist with diverse operational initiatives and team projects as assigned.
 

Required Skills & Experience
• Tech Proficiency: Advanced skills in Microsoft Office, Google Workspace, and PowerPoint.
• Design Software: Practical experience using the Adobe Creative Suite.
• Communication: Professional written and verbal communication skills for client-facing operations.
• Organization: Proven ability to multitask and execute follow-through in fast-paced environments.
Preferred Experience
• CRM & Sales: Past experience with CRM data entry and sales team support.
• Creative Skills: Hands-on graphics experience is highly valued.
Preferred Attributes
• Mindset: Positive, team-oriented attitude with strong problem-solving abilities.
• Discretion: Ability to manage confidential information professionally.
• Interests: Natural interest in customer experience, design, branding, or project coordination.
Position Details
• Type: Full-Time / In-Office
• Reports To: Sales Leadership / Operations Management