Sales Coordinator

Create, grow and maintain customer base in specified territory by assisting Regional Advisors.

Essential Duties and Responsibilities

• Research target markets and identify the point of contact for prospecting
• Actively build and maintain assigned client relationships
• Thorough knowledge of product lines, product maintenance needs, basic install

requirements and KYA processes

Collect as much information as possible from clients for any upcoming opportunities

product, color, style, lead time, size of area, etc)

• Enter information into SAGE accounting system and HubSpot CRM, relevant to daily activity
• Follow up on quote status for timely delivery to clients
• Deliver quotes to client and follow up as necessary
• Have the ability to answer questions regarding quotes you are responsible for
• Create new support tickets for marketing, tech, etc.
• Send PO’s and signed quotes to Contracts department for processing
• Follow up with Operations for the status of install / delivery dates and notify client
• Visit installs, as necessary and be a site coordinator when assigned by Sales Manager
• Facilitate signed work releases and forward to Operations Department
• Take before and after photos of installs, as necessary
• Assist with taking marketing quality pictures of jobs
• Understanding of how to estimate a job
• Be able to measure indoor and outdoor projects
• Assist Operations department with scheduling work, as necessary
• Assist Accounting department with collections, as necessary
• Have a basic understanding of all KYA purchasing contracts
• Expense all items in a timely manner using Expensify
• Assist with administration needs
• Attend various events, including but not limited to, Trade Shows, Conventions and

Presentations as a representative of The KYA Group

• Set up and break down trade show events
• Understand and uphold the KYA Kreed and Mission Statement
• Traveling around California to support RA’s.

Qualifications : To perform this job successfully, one must be organized, time effective, have basic proficiency in utilizing measuring tools, have basic computer / tablet knowledge, and work well with others.

Education / Experience : High School Diploma required, bachelor’s degree preferred, and two years of related experience.

Language Ability : Read and Interpret documents such as measure sheets and procedure manuals. Write routine reports and correspondence.

Speak effectively before groups of customers or employees.

Math Ability : Calculate figures and amounts such as discounts, interest, proportions, percentages, area, circumference and volume.

Apply concepts of basic algebra and geometry.

Reasoning Ability : Ability to define problems, collect data, establish facts, and draw valid conclusions.

Computer Skills : To perform this job successfully, an individual should have intermediate knowledge of Excel, Word, and Email.

Work Environment : Department works from either the office or in the field. May require extended stays at hotels and away from home due to sales calls, trade shows, and other functions.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel.

The employee is frequently required to talk or hear. The employee is occasionally required to stand and walk. The employee must be able to occasionally lift and / or move up to 20 pounds.

Specific vision abilities required by this job include close vision.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.