Sales Operations Coordinator

Envelop Group • Indianapolis, IN

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About The Position

A part of the Envelop Group family of companies, Validated Custom Solutions (VCS) provides customized HVAC solutions through strategic partnerships with leading manufacturers. We provide a full range of HVAC services including design, installation, and maintenance. Our team of skilled engineers tailor solutions to each customer's unique system specification, budget, and goals . The Sales Support Coordinator will support our sales team with the set-up and administration of a project from beginning to end ; includ ing project documentation, ordering materials, monitoring , and managing project progress, and administ rative c loseout of each project. This position is to closely interact with sal es eng ineers and other team members to e nsure the t imely completion of each project while maintaining professionalism within a positive culture.

Requirements

• High school diploma or equivalent is .
• 2+ years of administrative experience .
• Must have strong attention to detail and administrative skills, with overall exceptional organizational skills.
• Must have strong communication skills, a proactive approach with willingness to work independently as well as part of a team.
• Demonstrated ability to perform tasks such as problem-solving, making decisions, learning, thinking rationally and exercising good judgment.
• Proven experience prioritizing tasks to meet tight deadlines.
• Proficient with Microsoft Office suite: Outlook, Excel, Word, OneNote, and Teams, in addition to strong computer application and document management skills.
• Qualified applicants must be legally authorized for employment in the United States without the need for employer-based sponsorship currently or in the future.
• Pre-hire requirements include a drug test and a background check.

Nice To Haves

• A degree or certification in project management, engineering, or a related field can be beneficial.
• Experience with CRM (Salesforce) and ERP (Acumatica) systems preferred.
• Familiarity with the operation of HVAC Systems preferred but not .

Responsibilities

• Create and maintain job documentation and ensure integrity of CRM database by keeping information updated.
• Coordinate with various team members and vendors to ensure the accurate and timely ordering, tracking, and delivery of equipment and services.
• Manage procurement processes per project requirements ; handle material ordering/tracking, issue purchase orders and subcontracts to qualified vendors.
• Maintain and communicate job status to the customers throughout the project with and their representatives, including building owners, mechanical contractors, other trades, subcontractors, and field support staff.
• Schedule and participate in internal project team meetings to ensure accurate transfer of information.
• Manage closeout documentation including copies of startup reports, IOM procurement and distribution, and warranty letters and ensure all phy sical documents are uploaded .
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED