Sales Coordinator

 

Purpose

Following Maxim’s established policies and procedures and under the direction of the Regional Sales & Marketing Director, Sales Coordinators support the daily activities of the sales team by assisting with data entry and reporting.

Duties and Responsibilities

• Facilitates customer paperwork and prequal packages for Sales Representatives
• Organize Customer & Sales Rep requests for copies of Invoices, Job Tickets, Vendor Set  and COI’s
• Work with Risk and Legal on obtaining all required MSA, Subcontracts, COI’s, and all OCIP and CCIP enrollment
• Ensures proper payment and COD Compliance
• Understands customer needs and offers solutions and support.
• Coordinates and schedules training for Sales Representatives
• Tracks weekly, monthly, and quarterly performance and sales metrics, quotas, and goals for the Regional Sales & Marketing Director
• Enters customer information and order details into the company database.
• Responds to client questions regarding their account or sales products.
• Works with various departments within the company to pull together resources for sales presentations.
• Assists with entering contracts into the Unity package.
• Produces sales reports and analytics in Looker and Power of BI systems to help with meetings.
• Performs other duties as assigned or required.

Minimum Requirements

Education:

• High School diploma, GED, or other equivalent certification

Experience:

·        1+ years’ performing data entry and related tasks.

·        1+ years in a Customer Service role

Skills/Knowledge:

• Moderate level knowledge of MS Office and CRM software
• Moderate level customer service skills
• Moderate level problem solving skills
• Advanced level organizational skills
• Moderate level communication skills, both verbal and written

Language Skills:

Must be able to read and comprehend complex instructions, short correspondence and memos and the ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization

Physical Demands:

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to walk, use hands to finger; handle or feel; and kneel; crouch; and talk; or hear; push and/or pull; reach; bend and/or stoop. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision and depth perception.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of an office job. Little to no physical effort required; sitting, standing, walking, typing, and answering phones are regular actions performed in this role. Occasional exposure to physical risk, work is normally performed in a typical interior office work environment.

 

Maxim is an equal opportunity employer and does not discriminate against employees or applicants for employment based on their race, color, religion, creed, sex, national origin or ancestry, age, sexual orientation, disability, genetic information or veteran status, as those terms are defined under applicable laws, or any other characteristic protected by law.