Sales Coordinator

Maxim Crane Works, LP•Charlotte, NC

About The Position

Following Maxim’s established policies and procedures and under the direction of the Regional Sales & Marketing Director, Sales Coordinators support the daily activities of the sales team by assisting with data entry and reporting.

Requirements

High School diploma, GED, or other equivalent certification
1+ years’ performing data entry and related tasks.
1+ years in a Customer Service role
Moderate level knowledge of MS Office and CRM software
Moderate level customer service skills
Moderate level problem solving skills
Advanced level organizational skills
Moderate level communication skills, both verbal and written
Must be able to read and comprehend complex instructions, short correspondence and memos and the ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization

Responsibilities

Facilitates customer paperwork and prequal packages for Sales Representatives
Organize Customer & Sales Rep requests for copies of Invoices, Job Tickets, Vendor Set and COI’s
Work with Risk and Legal on obtaining all required MSA, Subcontracts, COI’s, and all OCIP and CCIP enrollment
Ensures proper payment and COD Compliance
Understands customer needs and offers solutions and support.
Coordinates and schedules training for Sales Representatives
Tracks weekly, monthly, and quarterly performance and sales metrics, quotas, and goals for the Regional Sales & Marketing Director
Enters customer information and order details into the company database.
Responds to client questions regarding their account or sales products.
Works with various departments within the company to pull together resources for sales presentations.
Assists with entering contracts into the Unity package.
Produces sales reports and analytics in Looker and Power of BI systems to help with meetings.
Performs other duties as assigned or required.