What are the responsibilities and job description for the Sales Coordinator position at Shared?
SUMMARY:
Provide various forms of support to the sales team and other related departments with primary focus on all stages of the sales and project execution process.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide quotations for clients. Conversion of quotations to customer orders and eventual invoicing upon completion of installation or service work.
- Assist with preparation of pricing for large projects that require submission of bids and proposals.
- Request price and delivery quotations from manufacturers, vendors and freight carriers. Fully understand all binding terms, criteria, and stipulations included in quotations.
- Follow all quote and order guidelines. Ensure protocols are executed timely and as defined.
- Update and administer furniture standards portfolios for clients who present frequent and consistent order requests.
- Document specific practices related to key clients. Utilize standard forms and templates where appropriate.
- Participate where applicable in regular project status review meetings with large, key, and long-standing clients with regular, ongoing order requests.
- Coordinate and facilitate weekly or bi-weekly internal status meetings for team members to review the status of orders placed to include dates for product arrival, delivery, installation, open issue / punch list completion and invoicing of clients.
- Develop and maintain a high level of expertise in the efficient utilization of our core software application for order processing.
- Provide backup support to assist teammates in the department when necessary. Communicate status of workload when it varies from typical levels to teammates.
- Regular and predictable attendance.
- Other duties as assigned.
QUALIFICATIONS:
- Five years of experience in a related field to include purchasing, sales support, or accounting functions.
- Desire and ability to adapt to new software applications. Intermediate-level skills required with use of Microsoft Excel, Outlook and Word. Experience with Smartsheet software is helpful.
- Ability to plan, prioritize, organize and execute work efficiently and effectively.
- Desire to participate in a multi-functional, team-based culture, taking pride in providing internal and external customer service.
- Strong desire to provide information, communicate status, and keep others informed.
- Detailed-oriented with prioritization of accuracy.
- Ability to balance, manage, and execute workloads that can vary based on assigned projects. Ability to be flexible with work schedules and work overtime when needed.