Apply Job Type Full-time Description
PURPOSE :
Our Sales Coordinator works with the Service Sales Account Manager to schedule all appointments, follow up with clients (as directed), and ensure that they achieve their sales objectives.
DUTIES & RESPONSIBILITIES :
- Work FRS’ pipeline and make follow up calls as required.
- All notes must be updated in the CRM software (FollowUp)
- Schedule meetings, roof audits and follow up
- Assist with drafting proposals and ensure that clients get these delivered in person (if possible).
- Route tasks to the FRS which require a higher-level of technical expertise or complexity.
- Record all client contact in real time.
- Assists in preparing sales proposals, presentations, and facilitate effective pass-offs to operations.
- Other duties as assigned
KEY RESULTS :
- Accurate preparation of proposal & contract documents.
- Achievement of Service Department Sales / Operations objectives.
EDUCATION, SKILLS & EXPERIENCE :
- High School diploma or equivalent required
- Excellent customer service, professional, oral and written communication skills.
- Strong organizational and time management skills.
- Position requires attention to detail; self-motivation; resourcefulness; ability to function in team environment.
- Positive and professional attitude and the ability to work in the face of unexpected problems and deadlines.
- Ability to manage multiple projects in a fast-paced, deadline-driven environment.
- A strong desire to be challenged and constantly improving and adapting skills.
- Creative thinking, analytical thinking and problem-solving capabilities.
- Computer literate - must be able to demonstrate proficiency with Microsoft Office including Outlook, Word, Excel, and PowerPoint.
- Bilingual, English / Spanish preferred; ability to effectively communicate verbally and in writing.
- Executive / Administrative assistance experience preferred.
- Estimating and / or Project Management of roofing projects preferred.
- Bachelor's degree or relevant advanced degree / certification preferred.
- At least 2 years of basic roofing knowledge and / or construction background is preferred.
30+ days ago