TMI Service Sales Admin

Daikin Comfort; Chesterfield (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Daikin Comfort is seeking a qualified administrative and sales support professional to back the TMI Owner Direct Sales team. The role focuses on booking processes, reporting, and customer service to ensure accurate project files and timely responses.

The ideal candidate has 5+ years in related work, a 2-year degree, strong MS Office skills, and experience with Salesforce or SAP/order entry systems. This position emphasizes teamwork and precise documentation.

Qualifications

• Strong knowledge of administrative and sales support practices, including document preparation, scheduling, and recordkeeping.
• Proficiency in Microsoft Office Suite; experience with Salesforce or similar CRM and SAP/order entry systems preferred.
• Ability to interpret and apply company policies, procedures, and industry standards.
• Strong mathematical and analytical skills for preparing quotes, calculating discounts, and reconciling billing discrepancies.
• Excellent verbal and written communication skills, with the ability to interact effectively with clients, vendors, and internal teams.
• Customer service orientation with the ability to handle inquiries, resolve issues, and maintain strong client relationships.
• Ability to work independently as well as collaboratively in a team environment.

Responsibilities

• Collaborate with Owner Direct Sales Professionals to finalize booking packets and set up project files.
• Issue bonds, COIs, and questionnaires for new clients, including account setup.
• Assist in responding to RFPs/RFQs/RFIs and proposal development to ensure timely, compliant submissions.
• Process subcontractors: contracts, certificates of insurance, and invoices; maintain documentation.
• Support job closeout with profitability reports, warranty letters, and customer surveys as needed.
• Verify orders and customer payment details; handle inquiries and route technical questions as appropriate.
• Maintain Sales Force database and assist AP/AR functions; coordinate with teams on status updates.

Skills

Administrative support

Sales support

Customer service

Communication

Education

2-year degree

Tools

Microsoft Office Suite

Salesforce / CRM

SAP

Order entry systems

Job description

Supports the TMI Owner Direct Sales team by performing activities associated with service sales administration support, sales support, customer service, coordination, and administrative functions that support the effective operation of the overall TMI business.

Position Responsibilities

May Include

• Works with Owner Direct Sales Professionals to ensure all specified job turnover information is included in each booking packet, physically book the job, set up project files, order and track applicable parts to include communication of status of job and parts.
• Issuance of Bid Bonds, Certificates of Insurance, Payment/Performance Bonds, Pre-Qualification Questionnaires to include new client account setup questionnaire.
• Working as a cross functional team member, assist the Account Managers in response to Request for Proposals (RFPs), Request for Quotations (RFQs), Requests for Information (RFIs) assisting in the proposal development process to ensure on-time delivery of compelling, compliant, and well-written proposals to include assembling bid bonds, COI's, affidavits, TMI safety data, etc.
• Using TMI tools and standards, processes subcontracts and subcontractor invoices. Organizes and maintains all subcontractor documentation (certificate of insurance, bonding, etc.)
• Assist in managing the Job/Contract Closeout process to ensure the timely closure of projects. Coordinates assembly of the job profitability report, Warranty letter and Customer Contact/Survey process as required.
• Verifying orders, including customers' personal information and payment details.
• Maintains sale and customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requests.
• Oversee and respond to basic sales questions around process, billing, filing or job/parts status
• Generates Monthly Individual Owner Direct Sales Booking Summary by LOB
• Responsible for generating, interpreting, and printing various assigned reports.
• Coordinates and works with Warranty Authorization Process, as needed
• Participates in weekly service scheduling and WIP meetings
• Responsible for maintaining and updating Sales Force Database
• Participated in local office AP/AR functions.
• Handles customer inquiries and routes questions of technical nature to the appropriate resource.

Nature & Scope

• Works within well-defined instructions
• Uses established procedures and works under supervision to perform assigned tasks
• Work is closely supervised

Knowledge & Skills

• Strong knowledge of administrative and sales support practices, including document preparation, scheduling, and recordkeeping.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with Salesforce or similar CRM and SAP/order entry systems preferred.
• Ability to interpret and apply company policies, procedures, and industry standards.
• Strong mathematical and analytical skills for preparing quotes, calculating discounts, and reconciling billing discrepancies.
• Excellent verbal and written communication skills, with the ability to interact effectively with clients, vendors, and internal teams.
• Customer service orientation with the ability to handle inquiries, resolve issues, and maintain strong client relationships.
• Ability to work independently as well as collaboratively in a team environment.

Experience

• 5+ years years of experience in the related field.

Education/Certification

• 2-year degree from a vocational/technical business school

People Management No

Physical Requirements / Work Environment

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk; use hands to finger, handle, or feel and reach with hands and arms.

Reports To

The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.