Sales Coordinator - Aftermarket

Sales Coordinator – Aftermarket Full-time / Non-exempt Hayward Reports to: Operations Manager Summary/Objective The Sales Coordinator – Aftermarket will work closely with the R.F. MacDonald Co. Aftermarket Sales teams, inclusive of vendors and customers. The primary responsibility is to monitor data and reports, utilization of software systems (i.e. FieldCentrix, Microsoft CRM and Microsoft Dynamics). The successful candidate must be organized and work proactively within the Sales process and Operations of RFM. This position identifies potential clients, maintains order databases, and updates prospect lists. In addition, the role involves assisting the sales team and providing essential support for effective sales operations. The individual will be required to research best practices in customer service and sales support functions. Tracking developing trends, as well as analyzing and interpreting sales metrics against team goals is essential in the position. Essential Functions CRM data entry. Dynamics data entry. Follow-up of sales opportunities. Open and prepare recommended repairs for sales staff. Open and prepare opportunities and quotes as directed by sales staff. Cleaver Brooks Powerup, Aftermarket Navigator and Configurator proficiency. Work with vendors and suppliers to assist in quote preparation. Work with service / parts coordinator to access, verify and confirm material availability. Work with service / parts coordinator to follow up on vendor purchase orders, provide customer lead time updates. Inform clients of unforeseen delays or problems. Review pending orders and specific customer requests to ensure excellent customer service and customer experience. Work with multiple vendors to maximize profitability by selecting the best suppliers based on price and availability. Liaison with sales personnel to develop specific sales requirements and parts for quotes. Create and develop quote templates to be shared with all offices standardizing common repairs. Participate in ridealongs and customer meetings/visits with the sales staff. Participate in sales and operations meetings, tradeshows, and sales processes. Assist with job/tradeshow setup as needed. Coordinate sales team by managing schedules, filing important documents, and communicating relevant information. Respond to customer or prospect inquiries. Delegate to sales team as needed. Managing sales tracking tools and sales data for the team, as well as analyzing sales trends. Provide data and guides to help the sales team. Suggest sales process improvements. Assist sales team by coordinating and preparing lunch and learn presentations. Assist in the preparation and organizing of promotional material or events. Liaise with sales managers to develop specific sales strategies. Assist sales team in developing target accounts and markets. Develops sales opportunities by researching and identifying potential accounts; soliciting new accounts; building rapport; providing technical information and explanations; preparing quotations. Provide feedback on customer satisfaction to sales representatives so that improvements can be made to existing products and services. Following up with clients upon job completion to ensure all information was received, work was completed and they are satisfied with the performance. Routing qualified opportunities to the appropriate sales executives for further development and closure. Construct and submit binder containing relevant documents (Annul service, tuning reports, emissions monitoring, Source Testing) to assist with tracking and operational compliance for the customer after agreements are completed. Helping the sales team develop leads by contacting potential clients via phone or email to generate interest in the company’s products or services. Providing support to the sales team by answering questions about products or services, identifying potential clients, or arranging meetings with prospective clients. Scheduling appointments, taking notes during meetings, and following up with clients afterwards to ensure satisfaction with services provided. Maintaining in-depth knowledge of the company’s products or services and competitors’ offerings to support sales staff with their efforts. Providing feedback on customer satisfaction to the sales manager so that improvements can be made to existing products or services. Following up with clients after meetings to ensure that they have received all of the information they need and they are satisfied with the services provided. Answering customer questions about products or services, prices, order status, delivery options, return policies, etc. Coordinating with other departments such as accounting or shipping to ensure that customer orders are processed quickly and accurately. Providing customer support by answering customer questions about products or services, processing orders, and handling customer complaints. Requirements Required Education and Experience Bachelors Degree in business or minimum four years related experience. Inside sales/Customer support experience in industrial or commercial fields. Supervisory Responsibility This position has no direct supervisory responsibilities. Work Environment This job operates in a professional office environment with some offsite field exposure. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This job operates in a professional office environment. Much of the role will take place at a desk on a computer. An ergonomic chair will be provided. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a deskbound role; however, filing, correlating, reproduction and binding materials are required. This would require the ability to lift files, open filing cabinets, bend or stand on a stool, climb stairs, and prepare training and meeting rooms/spaces as necessary. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. This position regularly requires long hours and occasional travel work as job duties demand. Travel Travel may be required for this position to customer and RFM sites with out-of-area and possible overnight travel expected. Other Duties Please note, this job description is not a comprehensive listing of activities, duties or responsibility that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #J-18808-Ljbffr