Sales & Projects Coordinator — Client Quotes & CRM

Zeeco, Inc.; Tulsa (OK); On-site; USD 36,000 - 54,000; Full time

Job summary

Zeeco, Inc. in Tulsa, Oklahoma is seeking an administrative professional to support an engineering and sales team. You will handle quotes, CRM data entry, and coordination tasks to keep bid documents on schedule.

The role emphasizes organization, writing, and proficiency with PowerPoint, Word, and Excel. A bachelor's degree is preferred and prior office experience is a plus. This position offers growth within a people-centric company.

Qualifications

• Bachelor's degree preferred.
• Previous office experience is a plus.
• Advanced organizational and writing skills preferred.
• Ability to work efficiently in a fast-paced environment.
• Intermediate knowledge of PowerPoint, Word and Excel is required.

Responsibilities

• Assist in the customer quoting process to ensure accurate quotes.
• Enter customer inquiries and quotes into CRM.
• Coordinate with applications engineers to issue bid documents on time.
• Track sales activities for timely follow-up with customers.
• Perform SO entry for new projects and change orders.
• Produce monthly, quarterly, and annual sales, KPI and market reports.
• Make travel arrangements for team personnel.
• Schedule new hire training and arrange meeting rooms.
• Create sales/project documents using PowerPoint, Word, MS Project, and Excel.
• Handle shipping/receiving, meetings, filing and general admin.
• Assist with project document control and file management.
• Assist Applications Engineer with project and equipment administration.
• Assist with transmittal of documents to/from customers.
• Gather information for invoicing purposes.
• Create project schedules when necessary.

Skills

Strong writing skills

Organizational skills

Ability to work in a fast-paced环境

Education

Bachelor's degree

Tools

PowerPoint

Word

Excel

Job description

Zeeco, Inc. in Tulsa, Oklahoma is seeking an administrative professional to support an engineering and sales team. You will handle quotes, CRM data entry, and coordination tasks to keep bid documents on schedule.

The role emphasizes organization, writing, and proficiency with PowerPoint, Word, and Excel. A bachelor's degree is preferred and prior office experience is a plus. This position offers growth within a people-centric company.