What are the responsibilities and job description for the Inside Sales Assistant/Project Coordinator position at Ponca City Development Authority?
Position Overview
Custom Mechanical Equipment is seeking a highly organized Inside Sales Assistant / Project Coordinator to support our sales team and help ensure projects move smoothly from quote to production.
This role is responsible for assisting with quotes, coordinating customer projects, maintaining accurate CRM records, and communicating with customers, sales staff, engineering, and production. The right person for this position is organized, detail-oriented, and comfortable managing multiple projects at once while keeping customers informed and supported.
Key Responsibilities
Sales Support
Custom Mechanical Equipment designs and manufactures high-quality multizone HVAC systems for commercial and industrial applications. We are committed to building reliable products, delivering excellent customer service, and creating opportunities for our employees and community.
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Custom Mechanical Equipment is seeking a highly organized Inside Sales Assistant / Project Coordinator to support our sales team and help ensure projects move smoothly from quote to production.
This role is responsible for assisting with quotes, coordinating customer projects, maintaining accurate CRM records, and communicating with customers, sales staff, engineering, and production. The right person for this position is organized, detail-oriented, and comfortable managing multiple projects at once while keeping customers informed and supported.
Key Responsibilities
Sales Support
- Assist the sales team with preparing quotes, proposals, and sales documentation
- Enter quote requests into the CRM and coordinate with engineering for pricing and specifications
- Track open quotes and assist with follow-ups when needed
- Coordinate communication between sales, engineering, production, and customers
- Ensure project information and documentation are complete before orders move into production
- Track active projects and maintain accurate project status updates
- Respond to customer inquiries regarding quotes, order status, and project timelines
- Provide documentation, submittals, and order confirmations when required
- Help maintain strong relationships with contractors, engineers, and customers
- Maintain accurate records of customer communications, quotes, and orders in the company CRM system
- Ensure project and customer information remains current and well documented
- Strong organizational and multitasking skills
- Excellent communication and customer service abilities
- Attention to detail and ability to manage multiple projects
- Basic computer proficiency (CRM or database experience preferred)
- Prior experience in sales support, project coordination, HVAC, construction, or manufacturing is a plus
- Competitive salary based on experience
- $3,000–$5,000 relocation assistance available for qualified candidates
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Opportunities for training, skill development, and career advancement
Custom Mechanical Equipment designs and manufactures high-quality multizone HVAC systems for commercial and industrial applications. We are committed to building reliable products, delivering excellent customer service, and creating opportunities for our employees and community.
Powered by JazzHR
J5LlveAFJb