Sales Operations Coordinator

HTS•Dallas, TX

About The Position

This role is responsible for various aspects of the sales operation, including job takeoff, equipment selection and pricing, proposal preparation, bid coordination, and customer relationship management. The coordinator will also be involved in setting up customer training events and maintaining accurate project bid information.

Requirements

Must be a team player and detailed oriented with a high level of organization.
Proficient in reading construction plans and specifications
Excellent written and verbal communication skills
Excellent computer skills
Excellent time management and task driven with multiple concurrent projects
On screen digital estimation software i.e. BlueBeam
Microsoft Office Suite with special emphasis on Excel and Outlook
Adobe

Nice To Haves

Some flexibility to work overtime/weekends
Occasional out of town training experiences

Responsibilities

Job takeoff - quantifying items from plans, specs, and bid documents
Selection and pricing of equipment and accessories for the purposes of bid
Preparing proposals, submittments, and design layouts for distribution to customers
Daily updates of project bids and addendum reviews
Bid coordination between HTS TX departments for multi-department bid bundles
Develop bid strategies for jobs to help ensure the success of the bid
Update bid item status for bid summary reports
Follow up with customers for job related feedback
Find customer leads, coordinate bid timeframes, and enter in HTS TX C.R.M. system
Setup and attend lunch and learn and customer training events
Maintain a high level of accuracy
Express a happy tone over the phone and be courteous, helpful, and pleasant to everyone interacted with