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