Sales Coordinator

Tri-State Energy (TSE) is a 40-year client-focused energy solutions provider committed to delivering engineering-driven strategies that improve facility performance, reduce operational and maintenance costs, and provide long-term reliable solutions by seamlessly combining technical engineering with project implementation. We focus on providing energy engineering and MEP contracting support for facility optimization and decarbonization initiatives. We are growing and looking to hire dedicated, industry-qualified candidates at all experience levels to grow with our company.

The Sales Coordinator serves as the operational backbone of the Sales Department, focusing on process optimization, data integrity, and high-level administrative support. This strategic role ensures seamless lead management, robust CRM health, and accurate performance reporting, enabling the sales team to focus primarily on revenue generation and strategic growth.

• Monitor and maintain Hub Spot pipeline health by actively resolving bottlenecks and ensuring timely deal progression.
• Enforce CRM data accuracy by managing tagging standards, validating real-time updates, and performing regular data hygiene checks.
• Serve as the final quality check for proposals and contracts by verifying data accuracy, formatting consistency, and adherence to established compliance checklists before client delivery.
• Deliver weekly performance dashboards tracking critical KPIs such as meetings scheduled, pipeline velocity, forecast accuracy, and quota attainment.
• Gather and organize critical project documentation such as utility bills, site audit data, and close-out documents for a seamless transition to Operations.
• Act as the liaison between Sales, Marketing, and Operations to ensure clear communication and smooth workflow handoffs.
• Verify deal milestones and documentation to assist in the accurate calculation of sales commissions and utility incentive payouts.
• Schedule and lead training sessions on sales processes, advanced Hub Spot usage, and documentation standards to accelerate new hire ramp-up.
• Maintain the internal library of sales playbooks, case studies and forms.
• Partner with Marketing to ensure all sales collateral and event materials are prepared in advance.
• Manage calendars, schedule meetings, prepare agendas, and coordinate travel and expense reporting for the 10-person team.
• Organize logistics and materials for internal meetings, client presentations, and industry trade shows.
• Coordinate all onboarding activities for new hires including system setup, document distribution, and internal introductions.

• Bachelor’s degree in business administration, Marketing, Finance, or a related quantitative field.
• 0–5 years of professional experience in administrative, coordination, Sales Support, Sales Administration, or Sales Operations roles.
• Internship, co‑op, or relevant part‑time experience demonstrating strong organizational skills will be considered.
• Hands‑on experience with a CRM system is required;
  Hub Spot experience or certification is highly preferred.
• Experience in the Energy, Construction, or Engineering industries is a valuable asset.
• Willingness and ability to travel within the tri‑state area, including some overnight travel.
• Strong customer service skills, with the ability to proactively identify customer needs and manage expectations.
• Excellent written and verbal communication skills.
• Self‑motivated and capable of working independently or as part of a team.
• Exceptional organizational, time‑management, and planning abilities.
• Must reside in New Jersey.
• Possession of a valid U.S. driver’s license and the ability to operate personal or company vehicles.

• Proficiency in Microsoft Excel, including creating, manipulating, and analyzing data using formulas, pivot tables, and charts for KPI reporting and dashboards.
• Strong data literacy, with an understanding of key sales efficiency metrics (e.g., pipeline velocity, conversion rates) and the ability to translate data into clear reports.
• CRM expertise, particularly with Hub Spot, including maintaining system structure, ensuring data…