Sales Coordinator

ViziRecruiter,LLC.; Fort Lauderdale (FL); On-site; USD 42,000 - 55,000; Full time

Job summary

Best Roofing in Fort Lauderdale, FL seeks a Sales Coordinator to support Account Executives and Directors. You will manage calendars, coordinate client meetings, and maintain CRM data to drive sales efficiency.

This role ensures accurate documentation and timely follow-ups throughout the sales cycle. Ideal candidates have strong communication skills, experience with HubSpot/SharePoint, and the ability to work bilingual in English and Spanish.

Qualifications

• High school diploma required; bachelor’s degree preferred in business, engineering, or related field.
• Experience in sales coordination, construction, or roofing industry is a plus.
• Excellent written and verbal communication; bilingual English/Spanish is a plus.

Responsibilities

• Manage calendars for Account Executives and Regional Directors and schedule client meetings.
• Maintain CRM data and ensure accurate entry of sales activity and outcomes in HubSpot.
• Coordinate handoff from sales to operations and support project setup with documents.
• Track opportunities, assist estimators with plans and bid documents, and support client communication.
• Provide administrative support to ensure the sales process runs smoothly from initiation to launch.

Skills

Bilingual English/Spanish

Strong communication

CRM experience

Organizational skills

Microsoft Office

Education

High School Diploma

Bachelor's degree in business-related field preferred

Tools

HubSpot CRM

SharePoint

FCS

Job description

Introduction

Best Roofing offers a range of employment opportunities for employees committed to customer satisfaction and personal development. As family owned company, Best Roofing is dedicated to the community and knows the value in the word \"family\". We value our employees; after all, they are the foundation of our business. Our management style encourages employees to build skills and strive for excellence; we want our employees to grow with us.

Overview

Best Roofing has served as South Florida’s leading commercial roofing specialist since 1978. We are committed to excellence in safety, quality, and productivity while fostering a collaborative and growth-oriented workplace. As a family-owned company, we prioritize our people and our community, empowering employees to build careers while delivering outstanding service to our clients.

Role Overview:

The Sales Coordinator is a vital support partner to our Account Executives, Regional Sales Directors and Director of Construction Sales, responsible for managing sales pipelines, coordinating appointments, and ensuring that all sales documentation and activities are completed accurately and on time. This role helps maximize the productivity of the sales team by owning administrative responsibilities, facilitating communication, and driving efficiency throughout the sales process.

Core Focus:

• Support the Account Executives and Regional Sales Directors by managing their calendars, sales pipelines, and related tasks, enabling them to focus on revenue-generating activities.
• Ensure that all opportunity data, follow-ups, and documentation are accurately entered and maintained in the CRM system.
• Coordinate internal processes to ensure a seamless transition of new projects from sales to operations.
• Partner with sales team to track the status of open opportunities and ensure timely completion of tasks.
• Provide administrative and logistical support to ensure client satisfaction and internal accountability.

Responsibilities

• Manage Account Executives and Regional Sales Directors calendars and schedule client meetings, field visits, and internal deadlines.
• Maintain consistent communication via phone and email with clients and internal teams.
• Input and update all sales activity and meeting outcomes in HubSpot CRM in a timely and accurate manner.
• Create and maintain project files, including generating “F” numbers and setting up the Master Project Folder in accordance with company protocols.
• Enter new job opportunities into relevant platforms such as FCS and prepare corresponding Red Folders.
• Collect and organize all necessary forms, documents, and project information for operational handoff.
• Coordinate and process deposit invoice requests, ensuring prompt client payment.
• Complete and submit permit applications, ensuring proper signatures and documentation are collected.
• Track open opportunities and support Estimators by ordering plans, bid documents, and facilitating RFI responses.
• Collaborate with the Sales Executive to prioritize tasks, validate completion, and elevate any issues requiring resolution.
• Own the opportunity from receipt through transition to Account Manager once a client is fully established.
• Provide general administrative support to ensure sales process flows efficiently from initiation through project launch.

How We Measure Success:

• Calendar Management: Account Managers’ calendars are consistently up-to-date and optimized for productivity.
• Pipeline Accuracy: All sales data in HubSpot CRM is current, with complete notes and task updates.
• Task Completion: Assigned sales coordination tasks are executed on time and documented properly.
• Operational Handoff: Project files are complete, organized, and ready for seamless transition to operations.
• Client Responsiveness: All customer-facing requests and tasks are addressed promptly and professionally.

Requirements

• High school diploma required; bachelor’s degree in business administration, engineering, or related field preferred.
• Previous experience in sales coordination, construction, project management, or roofing industry preferred.
• Strong written and verbal communication skills; bilingual in English/Spanish is a plus.
• Excellent organizational and time management skills with the ability to manage multiple priorities.
• High proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems; experience with SharePoint and HubSpot CRM preferred.
• Detail-oriented with a proactive and collaborative approach to problem-solving.
• Demonstrated ability to thrive in a fast-paced, team-oriented environment.
• High level of integrity, professionalism, and commitment to client satisfaction.