Sales Support Coordinator

Willbanks Inc•Missouri City, TX

About The Position

Are you looking for a career path that challenges you to unleash your full potential? Look no further than Willbanks, the #1 Boiler Service company in Texas. Our family-owned business values diversity, inclusion, and innovation that creates a work environment promoting forward-thinking and creativity. Our people are what make us great and sets us apart from our competition.

Requirements

High School Diploma
Highly organized with strong attention to detail
Proficient in Microsoft Office (Excel, Outlook, Word, Teams)
Comfortable working with reports, spreadsheets, and basic data
Ability to learn and work with systems such as Acumatica, Spec Recon, ConstructConnect, and Power BI
Strong communication and follow-through
Ability to manage multiple tasks and priorities
Able to work independently and as part of a team
Professional, dependable, and proactive

Nice To Haves

Previous experience in sales support, administration, or office coordination preferred

Responsibilities

Maintain and update opportunity data in Acumatica, and manage Spec Recon and ConstructConnect by reviewing, categorizing, and assigning projects.
Ensure projects and opportunities are organized, accurate, and assigned to the appropriate salesperson or team, and track and follow up on incomplete or outdated information.
Coordinate communication across multiple branch sales teams.
Provide general administrative support to the VP of Sales and sales team, including maintaining files, documents, and templates.
Track tasks, deadlines, and special projects to keep sales processes organized and consistent across branches.
Prepare sales reports, dashboards, and spreadsheets using Excel and Power BI, and generate ad hoc reports as requested by the VP of Sales.
Compile and organize information for meetings and business reviews to provide consistent, accurate data that supports decision-making.
Coordinate customer events and training sessions, including scheduling, invitations, attendee lists, and room, meal, and material setup.
Support the sales team with event and training preparation and follow-up to ensure everything runs smoothly.