Sales Support Coordinator

Socket.dev; Town of Texas (WI); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Training

Comprehensive tool packages

401k plans

Job summary

Willbanks is seeking a Sales Support Coordinator to assist the VP of Sales and team with data management, reporting, and coordination across branches. You will maintain opportunity records in Acumatica, manage tools like Spec Recon and ConstructConnect, and produce dashboards in Power BI.

The role emphasizes organization, communication, and a proactive approach to keep sales processes efficient. Requires a High School Diploma and proficiency in Microsoft Office.

Qualifications

• High School Diploma required.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Experience with sales support, administration, or office coordination preferred.
• Proficiency with Microsoft Office and basic data handling.

Responsibilities

• Maintain and update opportunity data in systems and manage project reviews.
• Coordinate communication across multiple branch sales teams and support VP of Sales.
• Prepare sales reports, dashboards, and ad hoc reports using Excel and Power BI.
• Assist with event and training coordination and meeting preparation.

Skills

Highly organized

Microsoft Office

Reports & data handling

Communication & follow-through

Task prioritization

Independent and team player

Professional and proactive

Sales support/office coordination

Education

High School Diploma

Tools

Acumatica

Spec Recon

ConstructConnect

Power BI

Job description

Description

ABOUT THE JOB

Are you looking for a career path that challenges you to unleash your full potential? Look no further than Willbanks, the #1 Boiler Service company in Texas. Our family-owned business values diversity, inclusion, and innovation that creates a work environment promoting forward-thinking and creativity. Our people are what make us great and sets us apart from our competition.

BENEFITS:

• Training
• Comprehensive tool packages
• Competitive compensation packages
• 401k plans

We also value work-life balance and offer:

• Internal functions to get to know your coworkers on a fun level
• Holistic health coverage
• 10 paid holidays
• 120 Hours of PTO
• Memberships to professional organizations paid for by the company
• Astros Tickets!

MISSION OF THE POSITION

The Sales Support Coordinator provides general administrative support to the Vice President of Sales and the sales team. This role helps keep sales activities, information, and processes organized and moving across multiple branches. The position supports opportunity management, project intake, reporting, communication, and event coordination to help the sales team operate efficiently and effectively.

ESSENTIAL DUTIES

Sales Systems and Administrative Support

• Maintain and update opportunity data in Acumatica, and manage Spec Recon and ConstructConnect by reviewing, categorizing, and assigning projects.
• Ensure projects and opportunities are organized, accurate, and assigned to the appropriate salesperson or team, and track and follow up on incomplete or outdated information.
• Coordinate communication across multiple branch sales teams.
• Provide general administrative support to the VP of Sales and sales team, including maintaining files, documents, and templates.
• Track tasks, deadlines, and special projects to keep sales processes organized and consistent across branches.
• Prepare sales reports, dashboards, and spreadsheets using Excel and Power BI, and generate ad hoc reports as requested by the VP of Sales.
• Compile and organize information for meetings and business reviews to provide consistent, accurate data that supports decision-making.

Event & Training Coordination

• Coordinate customer events and training sessions, including scheduling, invitations, attendee lists, and room, meal, and material setup.
• Support the sales team with event and training preparation and follow-up to ensure everything runs smoothly.

Requirements

EDUCATION

• High School Diploma

QUALIFICATIONS & SKILLS

• Highly organized with strong attention to detail
• Proficient in Microsoft Office (Excel, Outlook, Word, Teams)
• Comfortable working with reports, spreadsheets, and basic data
• Ability to learn and work with systems such as Acumatica, Spec Recon, ConstructConnect, and Power BI
• Strong communication and follow-through
• Ability to manage multiple tasks and priorities
• Able to work independently and as part of a team
• Professional, dependable, and proactive
• Previous experience in sales support, administration, or office coordination preferred

OUR CORE VALUES

• Think Forward What got us here, won’t get us there. Challenge the status quo. Anticipate.
• Lift up Encourage. Educate and elevate. Extend a helping hand.
• Do Right Do what you say. No Bullshit.
• Be Great Good is the enemy. Be the exception. Rise above. Go beyond.
• Bring Passion Love what you do. Motivate. Inspire. Have fun.
• Improve Today Be better. Make the world better.