Sales Coordinator

Description

• Maintain accurate, up-to-date customer and opportunity records in the CRM.
• Monitor data hygiene, flagging duplicate, incomplete, or outdated entries for correction.
• Support pipeline tracking by logging activities, updating opportunity stages, and ensuring follow-up tasks are recorded.
• Support sales team members on CRM best practices and data entry standards.
• Assist in building and refining CRM reports, dashboards, and views for leadership visibility.

• Create, organize, and maintain customer and part master files across relevant systems.
• Ensure masterfile data (pricing, specifications, contacts, terms) stays accurate and current.
• Coordinate with Sales Engineers to capture updates from active projects and quotes.
• Support handoffs between sales and project coordinators by ensuring masterfile information is complete before project kickoff.

• Document and maintain Standard Operating Procedures for sales team workflows (CRM use, quoting, order intake, masterfile updates, reporting).
• Identify process gaps or inconsistencies and recommend improvements.
• Support onboarding of new sales team members by maintaining clear, current process documentation.
• Partner with cross-functional teams to align sales SOPs with production, finance, and quality requirements.

• Prepare regular sales reports (pipeline status, forecast accuracy, win/loss trends, activity metrics) for leadership review.
• Compile data from CRM and other systems into clear, organized summaries.
• Support month-end and quarter-end reporting cycles.
• Flag data trends or discrepancies that may need leadership attention.

• Assist with quotes intake, tracking, and routing to the appropriate Sales Engineer.
• Prepare and format proposals, quotes, presentations, and other customer-facing materials.
• Track follow-up items and deadlines to help the sales team stay on schedule.
• Serve as a point of contact for internal questions related to sales process, CRM, or documentation.
• Support coordination of trade show logistics, including shipping SWAG, marketing materials, and booth supplies to event locations.
• Coordinate travel arrangements (flights, lodging, rental cars) for the sales team, including itinerary management and expense documentation as needed.

• 1+ years of experience in a sales support, sales operations, or coordinator role.
• Experience working within a CRM system (e.g., Hub Spot, Salesforce, or similar).
• Strong organizational skills with high attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Clear written and verbal communication skills.

• Experience in manufacturing, engineering, or a technical B2B sales environment.
• Familiarity with ERP systems and how sales data flows into production and finance.
• Experience creating or maintaining SOPs or process documentation.

• Strong CRM proficiency and data management discipline.
• Excellent organizational and time-management skills.
• Process-oriented mindset with the ability to document and improve workflows.
• Comfortable working across systems (CRM, ERP, master files) to keep information consistent.
• Strong follow-through and reliability in a support role.
• Effective cross-functional collaboration with sales, production, and engineering teams.
• Analytical mindset with the ability to translate data into clear reporting.