Job Summary
The Sales Coordinator manages the essential administrative and operational tasks that keep the sales department running smoothly. This role acts as a central hub for the team, requiring a high level of attention to detail to ensure all documentation and reporting are handled with precision. A strong focus on customer service is also key, as this position plays a vital role in keeping communication clear and ensuring a positive experience for every customer.
Primary Responsibilities
- Sales Processing: Manages all documentation for units sold, including the coordination of financing and leasing paperwork.
- Equipment & Inventory Administration: Registers new equipment for warranties, generates purchase orders for new inventory, and assists with ordering whole goods.
- Quotes & Custom Orders: Creates and logs equipment quotes and manages the details for pallet racking special orders and associated drawings.
- Data & CRM Management: Maintains the CRM system by adding new customer profiles and ensuring all lead information is current.
- Reporting: Compiles and distributes recurring reports, including bi-weekly/monthly new customer updates and monthly reports for open quotes, sales, and wholesale activity.
- Sales Leads: Serves as the first point of contact for sales calls, directing leads to the appropriate territory representative.
