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Sales Coordinator

QualStaff Resources

Sales Coordinator

San Diego, CA
Full Time
Paid
  • Responsibilities

    Job Description

    POSITION SCOPE:

    The Sales Coordinator is responsible for policing our Sales Team with all administrative functions

    relating to sales. This position heavily monitors all traffic-flow of sales orders, to make sure the

    parameters set forth by Sales Management and our Professional Services Manager are being

    met. This position requires an overall understanding of all company processes from the initial

    proposal stage to invoicing to collecting.

     

    PRIMARY DUTIES AND RESPONSIBILITIES:

    o Sales

     Coordinates the order process with Sales, PM and Contracts Departments

     Daily email distribution of all New-System, Non-System, Essentials, and Add-On

    Orders

     Coordinating order roll-out with the assigned PM, Sales Rep and Client

     Monitoring order parameters to spec and notifying upper management if need be

     Track weekly sales trends to produce reports for upper management

     Collect sales deposit to process and apply to invoice and send receipt to client

     Track install dates with order checklists to make sure order is complete

     Facilitate Lease Agreements and Documentation

    o Information Systems

     Update Goldmine, E-Auto, and SalesForce (Daily) with won orders

     Update QuoteWerks with order info (Daily)

     Update Order Distribution list (Daily)

     Update Essentials Google document (Daily)

     Update Processor Change and Mobile Pay Smartsheets

     Work daily within our information systems to ensure a smooth sale to install

    o Administrative

     Generate sales invoice in E-Auto from proposal stage in SalesForce

     Email sales invoice to assigned PM, Sales Rep, and Client

     Call client to confirm payment pick-up instructions

     Notify PM and/or Sales Rep of any information needed to complete the order

     Notify upper management of any complications with sales orders and clients 

     Closely monitor pushed installs and audit accounts to make sure payment is received

    prior to installation date

     Provide client with shipping and tracking information regarding their purchase

     Manage Payment Plan obligations prior to shipping of system, making sure the client

    is compliant prior to shipping

     Work alongside Accounting on collections and AR

     Create Procedure Documentation and Screencasts

     Process Equipment Transfers from Clients to Company

    o Reporting

     Reconcile sales data and produce weekly reports on sales trends for upper

    management to review on Monday’s sales meeting

    o Meeting Activity Reports

    o Won Orders

    o Two Week View Pipeline

    o Key Sales Indicator Report

    o Sold Order Distribution

    o Future Pledge Report

    o Essentials Orders

    o Lost Last Week

    o Previous Pledges Won