Sales Coordinator

Stuart Dean Company; South San Francisco (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Stuart Dean Company is seeking a Sales Coordinator to provide proactive support to the Business Development Representatives and Account Managers. You will track leads, schedule appointments, review proposals, and maintain regular follow-up with clients to deliver exceptional hospitality throughout the sales process.

You will collaborate with administrative, sales, and operations teams to meet branch sales goals while utilizing tools like Acumatica and ServiceChannel.

Qualifications

• 3–5 years of experience in sales support, business development coordination, customer service, or related admin role
• Experience in a service-based, facilities, restoration, construction, or property management industry preferred
• Experience supporting multiple sales reps and managing competing priorities
• Experience coordinating client communications and lead follow-up
• Ability to explain detailed information clearly to the team
• Familiar with business management software such as Acumatica or ServiceChannel is a plus
• Strong organizational, time management, and communication skills
• Intermediate problem-solving skills with independent decision-making

Responsibilities

• Coordinate activities for the Sales department and Sales Reps as directed by the General Manager
• Support Sales Reps by coordinating admin tasks, monitoring sales processes, and communicating follow-up requirements
• Interact with the Office Manager and Operations team as needed
• Process and schedule new lead appointments based on territory, vertical, and relationship
• Capture client data for services, location, budget, and scheduling preferences prior to booking
• Proficiently use internal/client sales and scheduling tools (Acumatica, ServiceChannel)
• Monitor and track lead-to-close progress to meet branch goals
• Learn sales process, terminology, and proposal development
• Assist with and attend trade shows and sales events
• Ensure policy compliance on wages and work time to meet commitments
• Maintain sales files, templates, and documentation
• Prepare sales and administrative reports
• Cross-train with Office Manager on duties
• Use PowerPoint for proposals, presentations, and client communications
• Identify and solve routine problems without supervisor approval

Skills

Sales support

Coordination

Attention to detail

Time management

Communication

Tools

Acumatica

ServiceChannel

Microsoft PowerPoint

Microsoft Office

Job description

Date job description was written or last reviewed: August 2026

Job Summary

As a Sales Coordinator, you will provide active support to our Business Development Representatives, and Account Managers as applicable (Sales Reps), based on the specific needs of the branch sales department. You will ensure that each lead/prospect is tracked, appointment is scheduled, proposals submitted by Sales Reps and regular follow up cadence is followed to ensure that the highest level of “Hospitality” is provided to our clientele throughout the sales process. You will effectively communicate with administrative, sales and operations departments to meet sales goals for the branch.

Responsibilities

• Coordinate and perform activities associated with the Sales department and Sales Reps as directed by the General Manager.
• Support Sales Representatives by coordinating administrative activities, monitoring sales processes, and communicating follow-up requirements to help ensure timely completion of sales activities
• Interact and coordinate with Office Manager and Operations team as necessary.
• Process and schedule each new lead appointment based on sales territory, sales vertical and/or sales relationship and coordinate with Sales Rep as needed prior to and after appointment.
• Capture all applicable data from clients for the requested services, location, budget and scheduling preferences prior to booking the appointment, follow up with Sales Rep and client as needed during the proposal preparation and review process and complete follow-up through to the closing of the sale.
• Become proficient in utilizing internal and client sales and scheduling software tools for managing sales related processes and communication (i.e. Acumatica, Service Channel).
• Responsible for “lead to close” sales monitoring and tracking to ensure that branch sales goals are reached or exceeded under the direction of the Sales Manager/General Manager.
• Learn and demonstrate proficiency in the sales process, terminology and proposal development and creation process.
• Assist with and attend trade shows and sales related events.
• Expected to be familiar with all company policies and, if applicable, union contract terms as it relates to wages, and work time to ensure that sales commitments and pricing are accurate and can be met.
• Maintain sales files, proposal templates, and supporting documentation.
• Prepare sales reports and other administrative reports as requested.
• Crosstrain with Office Manager on applicable duties based on branch needs.
• Use Microsoft PowerPoint in preparing proposals, presentations and communication materials that will represent Stuart Dean to existing and potential clients.
• Recognize and solve typical and atypical problems that can occur in own work area without supervisory approval.

Skills & Experience

• Minimum of 3-5 years’ experience in sales support, business development coordination, customer service, project coordination or a related administrative role
• Experience working in a service-based, facilities, restoration, construction, property management or related industry preferred.
• Experience working in the metal, stone, and wood restoration space is a plus
• Experience supporting multiple sales representatives and managing competing priorities preferred
• Experience coordinating client communications and managing lead follow-up
• Ability to explain detailed and complicated information within the team in a clear and concise manner
• Experience using business management software (e.g., Acumatica, ServiceChannel, or similar systems a plus)
• An established understanding of work routines and standards and applying skills and knowledge in a range of industry processes, procedures, and systems are required.
• Strong organizational, time management, and communication skills.
• Exceptional attention to detail and ability to manage multiple priorities.
• Requires intermediate problem-solving skills with the capacity to review and select solutions from available options without supervisory approval.
• Proficiency in Microsoft Office including Word and Excel
• Driving license and access to own vehicle to visit client buildings as necessary.
• Performs other duties and responsibilities as assigned or as business needs require.