Sales Coordinator
About The Position
About the Role C&C Boiler Sales & Service is a regional representative for Cleaver-Brooks, the leading commercial and industrial boiler manufacturer in North America. We serve contractors, mechanical engineers, and facility owners across our territory with equipment sales, engineering support, and service. The Sales Coordinator (SC) is the entry-level position on our Bid Desk team. You will work alongside experienced Sales Engineers to keep the pipeline moving — managing records, handling document transmittals, coordinating scheduling, and independently quoting select product lines. This is not a passive admin role. SC team members who demonstrate strong process discipline and product knowledge advance to full Sales Engineer positions. What You’ll Do Maintain opportunity and job records in our CRM (STEAM) — keeping status, notes, and follow-up dates current Manage the team’s task pipeline in Microsoft Planner — moving opportunities through stages and syncing updates to STEAM Prepare and send document transmittals to customers using the C&C letterhead template File submittals, proposals, documents, and equipment diagrams in the correct SharePoint folder structure Download equipment diagrams from our manufacturer portal and upload them to SharePoint upon shipment Independently quote rental boilers, exhaust stacks, and Cosmogas buy/resell equipment using rate sheets and price books Coordinate scheduling for site visits, meetings, and customer calls on behalf of the SE team Support the SE team with administrative customer communication — transmittals, confirmations, and follow-up reminders
Requirements
- Strong attention to detail and commitment to keeping records accurate and current
- Comfortable working in Microsoft 365 — Outlook, Teams, SharePoint, and Planner
- Clear and professional written communication
- Ability to manage multiple open tasks simultaneously without things falling through the cracks
- Eagerness to learn technical product and process knowledge
Nice To Haves
- Experience in a construction, mechanical, or technical sales environment
- Familiarity with CRM tools or project tracking software
- Associate’s or Bachelor’s degree in business, engineering technology, or a related field
Responsibilities
- Maintain opportunity and job records in our CRM (STEAM) — keeping status, notes, and follow-up dates current
- Manage the team’s task pipeline in Microsoft Planner — moving opportunities through stages and syncing updates to STEAM
- Prepare and send document transmittals to customers using the C&C letterhead template
- File submittals, proposals, documents, and equipment diagrams in the correct SharePoint folder structure
- Download equipment diagrams from our manufacturer portal and upload them to SharePoint upon shipment
- Independently quote rental boilers, exhaust stacks, and Cosmogas buy/resell equipment using rate sheets and price books
- Coordinate scheduling for site visits, meetings, and customer calls on behalf of the SE team
- Support the SE team with administrative customer communication — transmittals, confirmations, and follow-up reminders
Benefits
- 401(k) Plan with 100% vested, 4% Safe Harbor Match: First 3% of deferral matched 100% and the second 2% of deferral is matched at 50% for a total available match of 4%
- Company-sponsored insurance plan: Medical - Dental - Vision
- Paid Time Off: 120 hours (3 weeks)
- Paid Holidays: 7
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1-10 employees
