CRM & Projects Coordinator — Elevate Sales Support

Coordinated Designs & Controls; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Coordinated Designs & Controls in Houston, TX seeks a Sales & Project Coordinator to streamline customer communications, CRM updates, and quote follow-ups. You will support Sales, Project Management, Engineering, and Production Planning to keep opportunities moving.

This role reduces administrative burden by organizing follow-ups, notes, due dates, and handoffs, while ensuring open items are tracked and escalations are handled professionally.

Qualifications

• Prior experience in sales support, project coordination, or customer-facing coordination.
• Strong written and verbal communication skills in internal and external interactions.
• Excellent organizational skills with attention to detail and multi-item management.
• Experience using CRM systems and ERP platforms to track quotes, orders, and projects.

Responsibilities

• Maintain CRM notes, quote status, customer activity updates, and follow-up dates for assigned opportunities.
• Track open quotes and help Sales follow up consistently on customer next steps.
• Assist with routine customer follow-up emails and calls when directed by Sales.
• Help organize customer correspondence, quote information, due dates, and outstanding items.
• Help Sales Manager identify open, stale, hot, or customer-sensitive opportunities that need attention.
• Prepare weekly quote follow-up summaries and CRM cleanup lists as needed.
• Support PMs with project notes, action item tracking, customer follow-up, and routine communication organization.
• Track customer, vendor, and internal action items from project discussions and meetings.
• Assist with meeting recaps, action item lists, and project update summaries.
• Help organize project documents, correspondence, due dates, and communication records.
• Support handoff consistency between Sales, PMs, Applications, Engineering, and Production Planning.

Skills

Sales support

Project coordination

Customer communication

Strong organization

Tools

CRM systems

Excel

ERP systems (SAP/COUPA/Sage)

Job description

Coordinated Designs & Controls in Houston, TX seeks a Sales & Project Coordinator to streamline customer communications, CRM updates, and quote follow-ups. You will support Sales, Project Management, Engineering, and Production Planning to keep opportunities moving.

This role reduces administrative burden by organizing follow-ups, notes, due dates, and handoffs, while ensuring open items are tracked and escalations are handled professionally.