Sales Coordinator

Job Description

Job Description

This position is open at Workpointe, An Insidesource Company. Read more about the Insidesource / Workpointe merger here!

Workpointe DEI Statement

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential.” We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

The Sales Coordinator provides high-level support to customers and the internal sales organization for preparation, processing, and coordination of customer orders. They achieve superior technical skills and understanding of the pre-order and order fulfillment process, and practice strong communication skills both internally and externally. They possess the desire to achieve a high level of professionalism through continuous improvement processes and practices.

Essential Duties and Responsibilities :

• Maintain Operating procedures and best practices as established by dealer.
• Help to establish, develop, and maintain the desired levels of customer satisfaction for each account and project.
• Serve as point of contact and communication with the customer on designated projects.
• Prepare vendor quotes at request of Salesperson.
• Conduct sales calls with or without Sales Representative, as needed.
• Process complete and accurate orders and track acknowledgements.
• Utilize all order management reports to track orders.
• Publish status reports for review by the sales team and customer.
• Participate in regular team meetings, take notes, and update all parties on the status of projects and activities.
• Coordinate the production of installation drawings with the Designer / Architect and customer to ensure functionality of product as well as accuracy of specifications.
• Coordinate requests for delivery, service, and installation with Operations personnel or outside contractors.
• Perform site visits as necessary.
• Be familiar with all contract agreements between the customer and Workpointe.
• Ensure that all punch list items have been resolved and orders closed out for invoicing in a timely fashion, including warranty items.
• Identify and enlist resources necessary to effectively service the customer.
• Maintain accurate and standardized order records.
• Lead special projects.
• Assist in Worksheet / 2020 for Sales Team.
• Regularly participate in training on products and trends.

Supervisory Responsibilities

Skills, Knowledge, Experience Required