Sales Coordinator

TECHEAD; Pennsylvania; On-site; USD 45,000 - 60,000; Full time

Job summary

TECHEAD seeks a talented Sales Coordinator to support the Sales & Client Services team, handling customer requests, preparing preliminary contracts, and assisting with proposals and presentations. The role serves as a liaison among Sales, Legal, Operations, and Finance to ensure accurate data flows.

Based near Philadelphia, PA and full-time, direct-hire, the position emphasizes relationship-building, data accuracy in CRM, and coordinating cross-functional tasks to drive customer satisfaction.

Qualifications

• Associates’ degree in related field.
• 2 years of experience in Sales team environment.
• Proficient in Microsoft Office Suite and One Drive, Google Docs.
• Effective communication (verbal and written) skills.
• Ability to foster and maintain customer relationships.
• Strong analytical and problem-solving skills.
• Highly organized and self-motivated with the ability to work independently.
• Willing team player and project leader.
• Demonstrates flexibility and adapts to changes.
• Professional demeanor and active listening.

Responsibilities

• Supports Sales & Client Services in all stages of the sales cycle and maintains complete knowledge of sales engagements, clients and ensure accurate data flows to applicable departments and/or customers.
• Creates a professional relationship with the primary points of contact for each customer assigned to this position.
• Builds familiarity with the operational aspects of customers’ enterprises.
• Becomes familiar with and adept at usage of Sales Team CRM system including but not limited to: entering and maintaining CRM data entry, billing notifications, sales leads tracking, assignments and status reporting
• Creates Work Requests based on direction from Sales team members and/or customers.
• Provides tracking/accountability for work requests from inception through closure including but not limited to: gathering information; preparing customer quotes; preparing implementation paperwork; creating entry for project in CRM; marking entries complete and conducting routine compliance checks.
• Assists the Sales team with proposals from including writing, designing and creating visuals along with creating and edit presentation decks.
• Assists the Sales team with customer communication campaigns.
• Attends various internal department meetings to gather information on existing customers’ work in progress.
• Provides drafts of final contracts and/or amendments for existing and/or new customers for review by Sales and/or Legal team members.
• Maintains and stores digital documents for use and for sharing with team members and leads; management of customer digital files.
• Provides billing instructions to Finance/Accounting for invoicing for each new agreement/amendment and assists with customer invoicing as needed.
• Partners effectively with Sales team members and maintains positive working relationships with all departments.
• Assists with any on-site demonstrations/meetings for visiting customers as needed.
• Works closely with all team members to ensure high customer satisfaction.
• Helps to triage new account inquiries from phone and email inquiries.

Skills

Effective communication

Customer relationships

Analytical skills

Organizational skills

Multi-tasking

Attention to detail

Team player

Education

Associates’ degree in related field

Tools

Microsoft Office

OneDrive

Google Docs

Job description

TECHEAD is celebrating over thirty-five years of incredible heritage, talent, and accomplishments! To learn more about TECHEAD, visit us atTECHEAD.com or onGlassdoor.

Full-time, Direct-Hire

Onsite Near Philadelphia, PA

We are currently seeking a talented Sales Coordinator who directly supports the Sales & Client Services team including but not limited to: supporting existing customers with their new service or equipment requests; supporting the Sales team in the development and construction of proposals, sales materials, customer research and preparing preliminary customer contracts and amendments for review by Sales and/or Legal team members. Along with assisting with the administrative sales process, this role serves as a liaison between the Sales, Legal, Operations and Finance departments, providing accurate sales data and reporting used by various stakeholders. This role maintains complete knowledge of sales engagements, clients and ensure accurate data flows to applicable departments and/or customers.

RESPONSIBILITIES

• Supports Sales & Client Services in all stages of the sales cycle and maintains complete knowledge of sales engagements, clients and ensure accurate data flows to applicable departments and/or customers.
• Creates a professional relationship with the primary points of contact for each customer assigned to this position.
• Builds familiarity with the operational aspects of customers’ enterprises.
• Becomes familiar with and adept at usage of Sales Team CRM system including but not limited to: entering and maintaining CRM data entry, billing notifications, sales leads tracking, assignments and status reporting
• Creates Work Requests based on direction from Sales team members and/or customers.
• Provides tracking/accountability for work requests from inception through closure including but not limited to: gathering information; preparing customer quotes (if applicable); preparing implementation paperwork; creating entry for project in CRM; marking entries complete (including closing any timecard entry) and conducts routine compliance checks to ensure information and attachments in CRM are accurate and complete
• Assists the Sales team with proposals from including writing, designing and creating visuals along with creating and edit presentation decks.
• Assists the Sales team with customer communication campaigns.
• Attends various internal department meetings to gather information on existing customers’ work in progress (items/status).
• Provides drafts of final contracts and/or amendments for existing and/or new customers for review by Sales and/or Legal team members.
• Maintains and stores digital documents for use and for sharing with team members and leads management of customer digital files.
• Provides billing instructions to Finance/Accounting for invoicing for each new agreement/amendment and assists with customer invoicing as needed.
• Partners effectively with Sales team members and maintains positive working relationships with all departments.
• Assists with any on-site demonstrations/meetings for visiting customers as needed.
• Works closely with all team members to ensure high customer satisfaction.
• Helps to triage new account inquiries from phone and email inquiries.

QUALIFICATIONS – EXPERIENCE & EDUCATION

• Associates’ degree in related field
• 2 years of experience in Sales team environment
• Proficient in Microsoft Office Suite and similar software (One Drive, Google Docs)
• Effective communication (verbal and written) skills
• Ability to foster and maintain customer relationships
• Strong analytical and problem-solving skills
• Strong interpersonal skills and demonstrates strong emotional intelligence
• Highly organized and self-motivated with the ability to work independently
• Willing team player and project leader
• Demonstrates and maintains flexibility and adapts to changes
• Professional demeanor/image at all times
• Ability to maintain and improve quality results, follow standards and to recommend improved policies/procedures
• Exceptional detail-oriented organizational and data management skills
• Highly motivated professional-minded individual who has the ability to multi-task and meet deadlines
• Displays high ethical practice including confidentiality, credibility, honesty and integrity.
• Must be personable and approachable; demonstrate professionalism and active listening skills at all times.
• Must be able to work effectively and efficiently in a fast-paced environment including stressful situations.

TECHEAD's mission is to make our associates successful by placing them in the right environment so they can grow and prosper. How we treat and respond to our clients and employees is a reflection of who we are and makes us stand out from the rest. Keeping our business focused on building and maintaining relationships with our employees and clients is the key to our success. We won't strive for anything less.

TECHEAD provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

For more information on TECHEAD please visit www.techead.com.