Sales Coordinator

Carolina Office Solutions; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Carolina Office Solutions in Charlotte, NC seeks a Sales Coordinator to support the sales process from opportunity through post-sale, keeping job data organized, coordinating with vendors and customers, and ensuring complete information before handoff to Scheduling and Operations.

You will be a key link between Sales, customers, vendors, Scheduling, and Operations to keep projects moving and minimize delays. On-site, with hours 7:30 am–4:00 pm, Monday–Friday.

Qualifications

• 3+ years of experience in sales coordination, sales support or order processing.
• Experience coordinating crews, installations, deliveries, and multiple simultaneous projects.
• Bachelor's degree not required; related operations/logistics/business admin education is a plus.
• Proficient in professional customer communication with vendors and internal teams.
• Tracks orders, timelines, and deliverables to ensure timely completion.
• Adaptable to changing customer needs and project requirements.
• Proficient in Microsoft Office, particularly Excel and Outlook.
• Maintains accurate sales records and customer documentation.

Responsibilities

• Participate in layout reviews and project discussions when field input is needed.
• Perform field measurements using COS templates and help confirm site conditions before a project moves forward.
• Help identify potential field issues early so Sales and Operations have accurate information before installation.
• Coordinate closely with Operations on daily priorities, job coverage, and project execution.
• Attend production meetings and later-stage project meetings as needed.
• Conduct pre-job walkthroughs and communicate whether the site appears ready for installation.
• Raise conflicts, delays, missing information, or risks early and discuss proposed solutions before they are implemented.
• Provide clear field information so jobs can be prepared and executed with fewer surprises.
• Represent COS professionally on site and serve as a knowledgeable field contact.
• Answer appropriate field questions and communicate important customer updates back to Operations.
• Complete post-job walkthroughs, identify outstanding items, and help drive punch-list items through completion.
• Help create a customer experience where projects are completed correctly and return trips are minimized.
• Conduct site walkthroughs to confirm readiness before installation.
• Monitor construction conditions and raise concerns when delays or site conditions may require COS to adjust plans.
• Make stop-by visits to active projects to confirm work is being completed correctly.
• Ensure products are built and installed according to COS direction.
• Troubleshoot field issues and exercise sound judgment when something looks off.
• Be capable of stepping in and independently completing a job or assigned punch-list work.

Skills

Project coordination

Customer communication

Sales support

Multi-tasking

MS Excel

MS Outlook

Education

Operations management / logistics / business administration

Tools

Excel

Outlook

Microsoft Office

Job description

• Reports to: Managing Partner (Craig A Dunn)


• Working Hours: 7:30 am to 4:00 pm


• Working Days: Monday to Friday ( Occasionalweekendoron-callavailabilitymayberequired)


• Location: 1301, Westinghouse, BLVD A, Charlotte, NC 28273 (On-Site)

About the Role

The Sales Coordinator supports the sales process from opportunity through post-sale by keeping job information organized, coordinating with vendors and customers, supporting salespeople, managing leads, and ensuring all required information is complete and accurate before handoff to Scheduling and Operations. The role serves as a key connection between Sales, customers, vendors, Scheduling, and Operations, helping keep projects moving, reducing delays and loose ends, and ensuring a smooth transition from the sale to execution.

Key Responsibilities

Sales related responsibilities

• Participate in layout reviews and project discussions when field input is needed.


• Perform field measurements using COS templates and help confirm site conditions before a project moves forward.


• Help identify potential field issues early so Sales and Operations have accurate information before installation.

Operations related responsibilities

• Coordinate closely with Operations on daily priorities, job coverage, and project execution.


• Attend production meetings and later-stage project meetings as needed.


• Conduct pre-job walkthroughs and communicate whether the site appears ready for installation.


• Raise conflicts, delays, missing information, or risks early and discuss proposed solutions before they are implemented.


• Provide clear field information so jobs can be prepared and executed with fewer surprises.

Customer related responsibilities

• Represent COS professionally on site and serve as a knowledgeable field contact.


• Answer appropriate field questions and communicate important customer updates back to Operations.


• Complete post-job walkthroughs, identify outstanding items, and help drive punch-list items through completion.


• Help create a customer experience where projects are completed correctly and return trips are minimized.

Construction Sites & Installation Crews related responsibilities

• Conduct site walkthroughs to confirm building and customer readiness before installation.


• Monitor construction conditions and raise concerns when delays or site conditions may require COS to postpone, accelerate, or adjust an installation plan.


• Make stop-by visits to active projects to confirm work is being completed correctly and to COS standards.


• Ensure products are built and installed according to COS direction.


• Troubleshoot field issues, communicate with Operations, and exercise sound judgment when something does not look right.


• Be capable of stepping in and independently completing a job or assigned punch-list work when needed.

Performance Expectations

• Fewer surprises the morning of an installation.


• Fewer punch-list items and unnecessary return trips.


• Problems and site-readiness issues identified early rather than during installation.


• Clear communication among Sales, Operations, customers, construction contacts, and installers.


• Projects completed to COS standards with strong follow-through from preparation through final completion.

Qualifications (Required)

• 3+ years of experience in sales coordination, sales support or order processing.


• Should have experience in coordinating crews, installations, deliveries, and multiple simultaneous projects.


• Bachelor's degree is not required; operations management, logistics, or business administration education is a plus.


• Communicates professionally with customers, vendors, and internal teams.


• Tracks orders, timelines, and deliverables to ensure timely completion.


• Proactively resolves routine issues and escalates concerns when needed.


• Manages multiple tasks independently while meeting deadlines.


• Adapts to changing customer needs, priorities, and project requirements.


• Proficient in Microsoft Office, particularly Excel and Outlook.


• Maintains accurate sales records, order details, and customer documentation.

Qualifications (Preferred)

• Familiarity with office furniture, commercial installations, or the construction industry.


• Background in logistics, construction scheduling, or field service operations preferred.


• Experience preparing quotes, processing orders, and coordinating deliveries.


• Experience tracking orders, managing schedules, and resolving delivery issues.