Sales Support, Data Coordinator

SalesSalesFull TimeRemoteJuniorTeam 10,001+Since 1915H1B SponsorCompany SiteLinkedIn

Location

Florida + 4 moreAll locations: Florida | New Jersey | North Carolina | Ohio | South Carolina

Posted

1 day ago

Salary

$64.5K - $129.5K / year

Seniority

Junior

High School1 yr expExperience acceptedEnglish

Job Description

Sales Support, Data Coordinator

Carrier

• Source and gather RFPs, bid documents, and project details electronically from FTP drives, emails, and other sources. • Work with customers to ensure project data is accessible and Carrier is included in distribution • Ensure all necessary documentation is collected, categorized, and stored accurately for sales team review. • If necessary, serve as the point of contact for gathering updated or missing project documents and updating sales records. • Track RFP deadlines and coordinate with the sales team to ensure timely responses. • Input project details, RFPs, and sales opportunities into Salesforce, ensuring complete and accurate records. • Create and set up initial leads/opportunities in Salesforce so the sales team can quickly assess and qualify/disqualify potential deals. • Maintain clean, structured, and organized CRM records, reducing duplicate or Work closely with sales teams to ensure project data and documentation align with their needs. • Support sales team workflow improvements, ensuring smooth access to key documents and CRM data. • Ensure compliance with internal documentation policies and CRM best practices.

Job Requirements

  • High School or GED
  • 1+ Years of Experience in Data Entry, Sales support, or CRM administration
  • Associate’s Degree or Bachelor’s Degree.
  • Bachelor’s degree in business administration, Sales, or a related field (or equivalent experience)
  • Strong organizational skills and attention to detail in managing sales documents and data
  • Ability to work independently to source and compile project-related documents from multiple sources
  • Strong computer proficiency in Microsoft Office Suite (Excel, Outlook, Word) and internet browsers
  • Proficiency in Salesforce or other CRM platforms
  • Experience in B2B sales environments, commercial HVAC, construction, or industrial equipment industries.
  • Familiarity with FTP file management, bid/RFP processes, and procurement workflows.
  • Understanding of CRM automation and workflow optimization.
  • Strong communication skills to effectively coordinate with sales, operations, and project teams.
  • Self-motivated to achieve annual goals and objectives.
  • Strong interpersonal, writing, communication, and presentation skills.
  • Demonstrated ability to influence customer's key decision-makers.

Benefits

  • Health Care Benefits : Medical, Dental, Vision
  • Wellness incentives
  • Retirement Benefits
  • Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
  • Disability : Short-term and long-term disability
  • Life Insurance and Accidental Death and Dismemberment
  • Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
  • Tuition Assistance

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