Sales Coordinator

Johnson Controls•Milwaukee, WI

19d•$24 - $36

About The Position

The Sales Coordinator supports the local sales organization by coordinating sales administration, business reporting, forecasting activities, customer events, and order processing. The role helps provide a seamless customer experience from receipt of a customer purchase order through job booking and serves as a liaison between Sales, Operations, Finance, and support teams to promote process efficiency, accurate data, and timely execution of customer commitments. The position coordinates customer order flow and booking readiness; maintains sales records and supports account and opportunity management; compiles and analyzes sales, pipeline, forecast, and booking information; coordinates forecasting and business reviews; and manages customer and branch events. It also monitors process metrics, contributes to continuous improvement, and maintains the confidentiality of customer, contract, and company information in accordance with company policies.

Requirements

Associate degree or equivalent work experience.
Experience in sales coordination, sales operations, customer operations, order processing, project administration, or a related support role.
Strong organizational skills, exceptional attention to detail, and follow-through.
Demonstrated ability to analyze data and communicate effectively.
Proficiency with Microsoft Excel, Outlook, Word, and Teams.
Experience working with CRM systems.
Ability to manage multiple priorities and collaborate effectively across cross-functional teams.
Strong verbal and written communication skills.

Nice To Haves

Experience with Salesforce, Selection Navigator (SelNav), ERP systems, booking platforms, or reporting tools.
Experience supporting forecasting, pipeline management, business reporting, and operational reviews.
Experience coordinating customer-facing events, trade shows, or marketing activities.
Knowledge of contract review, customer setup, project turnover, and order booking processes.
Experience in HVAC, Controls, Building Solutions, construction, or project-based sales environments.
Continuous improvement, process management, or standard work experience.

Responsibilities

Coordinate customer orders from receipt of purchase orders and contracts through Sales-to-Operations turnover and final job booking.
Track order status, ownership, next actions, blockers, and aging items to support timely processing.
Ensure contract reviews, approvals, customer and site setup, Salesforce data, Selection Navigator (SelNav) information, and project documentation are complete before downstream handoffs.
Coordinate Sales-to-Operations turnover and confirm acceptance before jobs proceed to booking.
Support booking readiness by issuing handoff documentation and coordinating resolution of open items, holds, and missing information.
Escalate aging work items and recurring process issues to appropriate stakeholders.
Maintain accurate opportunity, account, contact, bid calendar, and sales activity records in designated systems.
Prepare sales communications, presentations, meeting materials, and follow-up documentation.
Support account setup, opportunity management, pipeline activities, and other branch sales processes.
Respond to routine customer inquiries and route commercial or technical questions to the appropriate resource.
Compile, validate, and analyze sales, pipeline, forecast, and booking data from approved systems and sources.
Prepare recurring reports, dashboards, and business summaries for Sales and Branch leadership.
Identify data discrepancies, aging items, unusual variances, and opportunities requiring follow-up.
Coordinate forecasting activities, including data collection, reporting cadence, review meetings, and action tracking.
Maintain consistency of reporting, data definitions, and version control for recurring business metrics.
Coordinate customer events, Lunch & Learns, trade shows, branch meetings, and marketing activities.
Manage event invitations, registrations, presenters, facilities, catering, communications, materials, and vendor coordination.
Track event attendance, costs, feedback, and post-event follow-up activities.
Monitor process performance metrics, including cycle times, booking timeliness, open-item aging, and process quality.
Participate in process improvement activities and recommend enhancements to standard work, training materials, reporting, and automation.
Maintain confidentiality of customer, contract, and company information while following company policies and procedures.