Sales Coordinator

Capstone Mechanical, LP.; Itasca (IL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Capstone Mechanical, LP. is seeking a Sales Coordinator to support the sales team with a range of administrative tasks, including maintaining records, filing contracts, and assisting with contracts and quotes.

The role involves preparing quotes, contracts, and RFP/RFI responses; managing quote documentation; maintaining demo tools; and coordinating billing with the sales team. Strong organizational skills and attention to detail are essential.

Qualifications

• High School Diploma or GED required.
• 2+ years of administrative experience supporting multiple individuals.
• Strong attention to detail and ability to work independently.
• Organized and able to multi-task in a fast-paced environment.

Responsibilities

• Prepares quotes, contracts, and RFP/RFI responses for potential customers.
• Maintains all quote documentation and the WIP with accurate pricing and configurations for all Account Managers.
• Maintains all sales demonstration tools and applications.
• Coordinates job billing with the sales team.
• Enters jobs into the system and assists with ordering equipment for said jobs.
• Confirms the arrival of parts for service and contract projects and notifies appropriate personnel of arrival.
• Files and maintains documentation according to record keeping and retention guidelines.
• Attends sales meetings and reports job progress to sales and leadership teams.
• Assists with Accounts Receivable such as explaining items owed and contacting customers for payment.

Skills

Attention to detail

Organized

Independent worker

Multi-tasking

Education

High School Diploma or GED

Tools

Microsoft Office

Data entry

Job description

SALARY GRADE : ( compensation team to determine ) Overtime Eligibility: Non-Exempt

REPORTING RELATIONSHIPS

Direct Reports: None

JOB SUMMARY:

The Sales Coordinator will provide support to the sales team by performing a variety of administrative tasks, which includes maintaining sales department records, filing contracts, confirming receipt of equipment, and assisting with the preparation of contracts and quotes.

RESPONSIBILITIES:

Prepares documentation such as quotes, contracts, and RFP/RFI responses for potential customers

Maintains all quote documentation and the WIP with accurate pricing and configurations for all Account Managers

Maintains all sales demonstration tools and applications

Coordinates job billing with the sales team

Enters jobs into the system and assists with ordering equipment for said jobs

Confirms the arrival of parts for service and contract projects and notifies appropriate personnel of arrival

Files and maintains documentation according to record keeping and retention guidelines

Attends sales meetings

Responsible for reporting job progress to sales and leadership team

Assists with Account Receivable (explanation of why items are owed , contacting customers for payment, etc.)

Other Duties as assigned

MINIMUM AND/OR PREFERRED QUALIFICATIONS:

EDUCATION :

High School Diploma or GED equivalent

EXPERIENCE :

2 or more years of administrative experience supporting multiple individuals

CERTIFICATES, LICENSES, REGISTRATIONS :

None

SKILL REQUIREMENTS :

Strong a ttention to detail and ability to work independently.

Organized with the ability to multi-task in a fast-paced environment.

Personal computer skills, strong typing ability and knowledge of Microsoft Office.

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.

WORK ENVIRONMENT:

This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time .

REASONABLE ACCOMODATION:

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations .

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice . Employees understand the above job description and agree to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employees understand the Company reserves the right to delegate, remove, expand or change all responsibilities. Employees acknowledge that he/ she can fulfill the above duties with or without reasonable accommodation.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.