WHAT IS A SALES COORDINATOR?
The Sales Coordinator is responsible for supporting the sales team and business development efforts by providing accurate and timely quotes to customers, ensuring the smooth progression of the sales process. Key duties include following up on quotes, maintaining daily communication with customers and sales representatives, and assisting the Sales VP in the preparation of monthly and quarterly reports, such as Top Customer Review, Sales Review, and Key Pursuits. This role is pivotal in maintaining customer satisfaction and driving sales success through efficient coordination and communication.
Need-to-Know Overview of a Sales Coordinator
1. Sales Coordinator Duties and Roles
- Manage and screen phone calls and visitors to the office.
- Screen callers and direct them to the most appropriate departments.
- Manage scheduling and calendar for the Sales Department.
- Coordinate staff meetings, sales meetings, customer visits, and other onsite meetings
- Follow up with leads generated and coordinate a response with the local Reps or Regional Sales Managers.
- Manage phone calls to the company and direct calls to appropriated individuals
- Screen incoming calls to the company to direct the caller to the most appropriate department
- Maintain a high degree of confidentiality and discretion with the client, product, personnel, and sales information.
- Provide customers and Sales Reps with Product Data Sheets and information.
- Provide quotes to customers and maintain quote files.
- Be familiar with GMS East products and processes.
- Provide assistance to the Inside Sales Team and Account Manager as needed.
- Prepare weekly & monthly sales, reports, plan for phone call preparation, participation, and updates to forecast in CRM.
- Interaction with Engineering and Customer Support to complete quotations.
- Contact customers to follow up on order placements.
2. Sales Coordinator Experience and Requirement
- Applicants are encouraged to hold a BA/BS degree in business, communications, or a related field
- Must be a US Citizen or naturalized citizen
- Experience with Microsoft and Apple Mac computer environments.
- Experience using virtual meetings software such as Zoom, GoToMeeting, MS Teams, and others
- Good time management, attention to detail, and organizational skills required.
- Some experience with Salesforce CRM is helpful but not essential.
- Earlier work involving MS Outlook
- Adeptness in Microsoft Word
- Demonstrated knowledge of records maintenance
- Command of alphanumeric data entry
- Practical knowledge of customer service
- Good understanding of copying
- Background working with computer based inspection