Sales Desk Coordinator

Job Description:

Sales Desk Coordinator

Location: Columbia, MD

Positions: 1 (Exempt)

Reporting to: Director of Strategic Accounts

At Tate we are passionate about everything we do. As an independent brand operating within Kingspan Group, a global plc group of companies, Tate has been recognized worldwide as an industry leader in the development and manufacture of data center infrastructure solutions and commercial office raised access floors, for over 60 years. With revenues of over $600m and growing, Tate plays a pivotal role in offering expertise in cutting edge design engineering in order to craft solutions, by working collaboratively with clients as a trusted partner.

Tate continues to grow and expand, operating multiple manufacturing and commercial sites across the US, Europe, the Middle East, Asia, and Australia. We are excited about our fresh, dynamic, and inclusive team of experts working on new innovations and forward-thinking designs, as we remain a market leading player within our industry. We continue to invest heavily in the best available manufacturing tools and equipment needed to adhere to Tate’s world class standards and in keeping with our Planet Passionate sustainability strategy, our focus is on having minimal climate impact.

We are excited to potentially welcome you as part of our team as we continue to grow on a worldwide scale.

The Sales Desk Coordinator plays a critical role in enabling sales effectiveness, operational rigor, and data transparency across the commercial organization. This role serves as the centralized intake and coordination point for all quote and proposal activity, ensuring speed, consistency, data integrity, and visibility throughout the quote lifecycle.

This position will act as the gatekeeper of Salesforce data quality within the quote and proposal phase, partnering closely with Sales, Estimating, Engineering, and Systems to streamline workflows, eliminate friction, and support scalable growth. This role is foundational to the Sales Desk initiative and broader Salesforce adoption strategy.

• Sales Desk Intake & Governance
• Serve as the primary intake point for all quote and proposal requests submitted through Salesforce.
• Review incoming requests to confirm completeness, accuracy, and alignment with defined submission requirements.
• Validate that opportunities are not duplicates and ensure proper project and account structure within Salesforce.
• Serve as the sole role authorized to merge, edit, or resolve duplicate records within the system.
• Maintain data hygiene and enforce Salesforce standards to preserve reporting integrity and trust.
• Quote & Proposal Coordination
• Coordinate handoffs between Sales, Estimating, and Engineering following approved workflows.
• Ensure quote requests are routed promptly to the appropriate estimating resources based on scope and complexity.
• Track quote progress, cycle time, and bottlenecks from submission through delivery to sales.
• Support standardized proposal generation using Salesforce templates, pre populated letterhead, and approved DISCLAIMERS.
• Ensure completed quotes are returned to sales in a timely and consistent manner.
• Salesforce Enablement & Visibility
• Act as a day‑to‑day Salesforce power user within the Sales Desk function.
• Ensure all quote related activity is captured and tracked within Salesforce.
• Partner with Salesforce leadership to support workflow enhancements, dashboards, and reporting tied to quote performance.
• Support adoption by reinforcing Salesforce as the single system of record for customer, project, and opportunity data.
• Cross Functional Collaboration
• Serve as a central point of coordination between Sales, Estimating, Engineering, Finance, Marketing, and Systems.
• Participate in recurring Sales Desk and initiative working sessions to surface issues and improvement opportunities.
• Support change management by reinforcing new processes and helping teams navigate transitions.
• Performance Tracking & Continuous Improvement
• Track and report key performance metrics including quote cycle time, rework, backlog, and throughput.
• Surface trends, risks, and opportunities for process improvement.
• Contribute…