Sales Coordinator - Sacramento, CA
21 hours ago
Job description
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.
Salary Range: $61,000 -$75,000
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
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