Sales Coordinator - Richmond - Commercial HVAC Sales

Daikin • Richmond, VA

78d • $26 - $50 • Onsite

About The Position

Daikin Applied is seeking a Sales Coordinator for our local sales office. This role will support the Sales team with daily activity within the sales process. This role will compile and analyze data for customers and sales reps, assist with the bid process, and work on customer proposals. The Sales Coordinator is also responsible for activities associated with inside sales support, customer service, service fulfilment coordination, and administrative functions that support the service office. Come be a part of an exciting journey at Daikin Applied, where innovation and excellence drive our every endeavor!

Requirements

• 2+ years of related experience, preferably in sales support.
• Bachelor's degree or additional work experience may be considered in lieu of education.
• Must have strong written and verbal communication skills.
• Working knowledge of Microsoft Office Suite.
• Strong organization, problem-solving, and customer service skills.
• Work visa sponsorship is not available for this position.

Nice To Haves

• CRM Management experience preferred, Salesforce experience strongly preferred.

Responsibilities

• Provide data management to maintain the integrity of the local office database including forecast reports, opportunity reports, opportunity re-assignments, maintenance, etc.
• Assist in completing change order proposals and booking the related change orders within the order management system, including updating office file as required.
• Assist in the preparation of customer proposals, PowerPoint presentations, letters, spreadsheets, issuance of bid bonds, certificates of Insurance, payment/performance bonds, pre-qualification questionnaires and order legal paperwork and forms to aid in finalization of contract award.
• Set up project files, complete daily, weekly, or monthly project related reporting forms, files, faxes, or copies project documents.
• Coordinate meetings, trade shows, events, etc. for sales teams.
• Maintain local bid list.
• Assist in ordering or copying blueprints.
• Manage incoming/outgoing project documents, submittals, mail, and design documents as necessary.
• Assist in updating and scheduling service labor, material, and subcontract labor for the purpose of projecting planned project costs.
• Assist in managing the contract closeout process to ensure the timely closure of projects.
• Coordinate the installation transfer, warranty letter and customer contact/survey process as required.
• Process subcontracts and subcontractor invoices.
• Organize and maintain all subcontractor documentation (certificate of insurance, bonding, etc.)
• Coordinate Daikin Applied invoice processes, subcontractor requirements (such as: certificates of insurance, bonding, lien waivers, etc.) and materials to meet revenue plan.
• Generate subcontracts, safety documents, and may release payments to subcontractors or associated invoices with A/R invoices under guidance from the sales leadership team.
• Identify and set up procurement agreements for subcontractors or approved vendors.
• Assist in completing simple project billing schedules in the appropriate format within specified timeframes.
• Complete requests for information.
• Manage customer work order management portals, such as Corrigo, to manage work orders and customer communications.

Benefits

• Multiple medical insurance plan options + dental and vision insurance.
• 401K retirement plan with employer contributions matching 100% of the first 3% of employee contributions and 50% on the next 2% of employee contributions.
• Company provided life insurance + optional employee paid voluntary life insurance, dependent life coverage and voluntary accident coverage.
• Short term and long term disability.
• 3 weeks of paid time off for new employees + 11 company paid holidays.
• Vacation accrues on a monthly basis, unless applicable federal, state and local law requires a faster accrual.
• Paid sick time in accordance of the federal, state and local law.
• Paid parental leave and tuition reimbursement after 6 months of continuous service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees