Sales Coordinator

Air Treatment Corporation•Brea, CA

5d•$50,000 - $60,000

About The Position

The Sales Coordinator position will play a crucial role in ensuring smooth and efficient operations. This role will support our team with a variety of administrative tasks, coordinating schedules, and facilitating communications across departments. Excellent organizational skills and attention to detail will be key in maintaining a productive and harmonious work environment.

Requirements

Strong verbal communication skills.
Excellent interpersonal and customer service skills.
Highly organized with strong attention to detail; demonstrates initiative and the ability to work independently.
Effective time management skills with the ability to prioritize tasks and consistently meet deadlines.
Working knowledge of administrative and clerical procedures and systems.
Demonstrated analytical and problem-solving skills, with a strong work ethic.
Proficient with Microsoft Office Suite or related software.
Positive and collaborative attitude with the ability to work effectively in a team environment.
Ability to maintain confidentiality and handle sensitive information.
High school diploma or equivalent; Associate degree preferred.
Experience with ERP System Data Entry.
Minimum 2+ years of experience in administrative and/or sales coordination, logistics, or customer service role, within the HVAC or construction industry is preferred.

Responsibilities

Maintain accurate and timely data entry within the CRM system; audit line items to ensure completeness and accuracy.
Review and approve CRM orders in accordance with company policies and procedures.
Process Accounts Payable functions, including receiving, verifying, reconciling, and approving factory invoices.
Execute Accounts Payable (AP) and Accounts Receivable (AR) transactions in alignment with FOB Standard Operating Procedures using Business Central ERP.
Calculate and apply appropriate sales tax to customer invoices.
Review, verify, and post invoice batch transactions to ensure accuracy and compliance.
Support weekly and monthly job reconciliation activities utilizing unbilled and VIR dashboards.
Assist with cost recognition and financial tracking processes.
Provide responsive customer service and administrative support to the sales team via phone, email, Microsoft Teams, and CRM systems.
Collect, organize, and analyze data using Microsoft Excel to support reporting and decision-making.
Crosstrain in multiple administrative functions to ensure adequate team coverage and continuity of operations.
Review and analyze CRM and Business Central data for accuracy, completeness, and compliance with company standards.
Perform additional duties and special projects as assigned.