Service Coordinator - Inside Sales

Hamilton Company•Reno, NV

2d•Onsite

About The Position

Hamilton Company is seeking a Service Coordinator - Inside Sales to serve as the primary liaison among Sales, Finance, and the Customer. This role is responsible for ensuring seamless coordination and execution of quoting, invoicing, and service agreement management. The position involves driving internal sales for service agreements, supporting pre-sales activities by providing quotes and information, and managing the negotiation and revision of service agreement terms and conditions. The Service Coordinator will collaborate with finance on monthly reporting to guarantee proper invoicing and service agreement revenue recognition, generate regular reports on service agreement status and performance, and maintain accurate records within the CRM system. This role also involves keeping service agreement pricing accurate in the quoting system, processing CRM data corrections, and understanding, interpreting, and applying legal contracts. Effective communication with customers and team members regarding service agreements, pricing, and product details is crucial, as is overseeing the invoicing process for all purchased service agreements.

Requirements

Five (5) plus years of customer service or similar experience.
Must have Microsoft experience, i.e. Outlook, Word, Excel, Access and PowerPoint.
Technical aptitude and proven sales ability to effectively articulate product value and close deals.
Excellent verbal and written communication skills.

Nice To Haves

Some college or degree preferred.

Responsibilities

Serves as the primary liaison among Sales, Finance, and the Customer, ensuring seamless coordination and execution of quoting, invoicing, and service agreement management.
Drive Internal Sales: Manage the sales process for service agreements.
Support Pre-Sales: Assist sales teams by providing quotes and information on service agreements.
Negotiate and Manage Agreements: Handle the management and revision of service agreement terms and conditions.
Ensure Revenue Accuracy: Collaborate with finance on monthly reporting to guarantee proper invoicing and service agreement revenue recognition.
Track Agreement Performance: Generate regular reports that detail the status and performance of service agreements.
Manage Service Agreement Data: Maintain accurate records of service agreements and related assets within the CRM system.
Maintain Pricing and Quoting Tools: Keep service agreement pricing accurate and up to date within the quoting system.
Process CRM Data Corrections: Manage any necessary revisions to service agreement assets and configurations in the CRM.
Contract Expertise: Understand, interpret, and apply legal contracts, including sales agreements and vendor agreements.
Customer Communication: Communicate effectively with customers via email and meetings regarding service agreement quotes, terms, compliance, and other relevant matters.
Team Collaboration: Communicate with team members by keeping them informed on contract status, pricing, and product details.
Invoice Management: Oversee the invoicing process for all purchased service agreements.