Sales Coordinator

Sheppards Business Interiors, Inc; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

Sheppards Business Interiors, Inc. is seeking a detail-oriented sales support professional to assist the sales team through all stages of the sales and project execution process.

You will prepare quotations, convert them to customer orders, and oversee invoicing after installation or service completion. The role involves assisting with large project pricing, coordinating with manufacturers and vendors, maintaining furniture standards for frequent orders, and participating in regular client

Qualifications

• Five years of experience in purchasing, sales support, or accounting functions.
• Intermediate-level skills with Microsoft Excel, Outlook and Word.
• Experience with Smartsheet software is helpful.
• Ability to plan, prioritize, organize and execute work efficiently and effectively.
• Desire to participate in a multi-functional, team-based culture, taking pride in providing internal and external customer service.
• Strong desire to provide information, communicate status, and keep others informed.
• Detail-oriented with prioritization of accuracy.
• Ability to balance, manage, and execute workloads that can vary based on assigned projects.

Responsibilities

• Provide quotations for clients and convert quotations to orders and invoicing after installation or service work.
• Assist with pricing for large projects requiring bids and proposals.
• Request price and delivery quotations from manufacturers, vendors, and freight carriers.
• Follow all quote and order guidelines and ensure timely execution.
• Update and administer furniture standards portfolios for frequent order requests.
• Document practices related to key clients using standard forms.
• Participate in regular project status meetings with key clients.
• Coordinate weekly/bi-weekly internal status meetings to review orders, delivery, installation, and invoicing.

Skills

Purchasing

Sales support

Accounting

Multi-functional teamwork

Customer service

Communication

Detail-oriented

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Smartsheet

Job description

Provide various forms of support to the sales team and other related departments with primary focus on all stages of the sales and project execution process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide quotations for clients. Conversion of quotations to customer orders and eventual invoicing upon completion of installation or service work.
• Assist with preparation of pricing for large projects that require submission of bids and proposals.
• Request price and delivery quotations from manufacturers, vendors and freight carriers. Fully understand all binding terms, criteria, and stipulations included in quotations.
• Follow all quote and order guidelines. Ensure protocols are executed timely and as defined.
• Update and administer furniture standards portfolios for clients who present frequent and consistent order requests.
• Document specific practices related to key clients. Utilize standard forms and templates where appropriate.
• Participate where applicable in regular project status review meetings with large, key, and long-standing clients with regular, ongoing order requests.
• Coordinate and facilitate weekly or bi-weekly internal status meetings for team members to review the status of orders placed to include dates for product arrival, delivery, installation, open issue / punch list completion and invoicing of clients.
• Develop and maintain a high level of expertise in the efficient utilization of our core software application for order processing.
• Provide backup support to assist teammates in the department when necessary. Communicate status of workload when it varies from typical levels to teammates.
• Regular and predictable attendance.
• Other duties as assigned.

QUALIFICATIONS

• Five years of experience in a related field to include purchasing, sales support, or accounting functions.
• Desire and ability to adapt to new software applications. Intermediate-level skills required with use of Microsoft Excel, Outlook and Word. Experience with Smartsheet software is helpful.
• Ability to plan, prioritize, organize and execute work efficiently and effectively.
• Desire to participate in a multi-functional, team-based culture, taking pride in providing internal and external customer service.
• Strong desire to provide information, communicate status, and keep others informed.
• Detailed-oriented with prioritization of accuracy.
• Ability to balance, manage, and execute workloads that can vary based on assigned projects. Ability to be flexible with work schedules and work overtime when needed.