Sales Support Coordinator

ABOUT THE JOB

Are you looking for a career path that challenges you to unleash your full potential? Look no further than Willbanks, the #1 Boiler Service company in Texas. Our family-owned business values diversity, inclusion, and innovation that creates a work environment promoting forward-thinking and creativity. Our people are what make us great and sets us apart from our competition.

BENEFITS:

• Training
• Comprehensive tool packages
• Competitive compensation packages
• 401k plans

We also value work-life balance and offer:

• Internal functions to get to know your coworkers on a fun level
• Holistic health coverage
• 10 paid holidays
• 120 Hours of PTO
• Memberships to professional organizations paid for by the company
• Astros Tickets!

MISSION OF THE POSITION

The Sales Support Coordinator provides general administrative support to the Vice President of Sales and the sales team. This role helps keep sales activities, information, and processes organized and moving across multiple branches. The position supports opportunity management, project intake, reporting, communication, and event coordination to help the sales team operate efficiently and effectively.

ESSENTIAL DUTIES

Sales Systems and Administrative Support

• Maintain and update opportunity data in Acumatica, and manage Spec Recon and ConstructConnect by reviewing, categorizing, and assigning projects.
• Ensure projects and opportunities are organized, accurate, and assigned to the appropriate salesperson or team, and track and follow up on incomplete or outdated information.
• Coordinate communication across multiple branch sales teams.
• Provide general administrative support to the VP of Sales and sales team, including maintaining files, documents, and templates.
• Track tasks, deadlines, and special projects to keep sales processes organized and consistent across branches.
• Prepare sales reports, dashboards, and spreadsheets using Excel and Power BI, and generate ad hoc reports as requested by the VP of Sales.
• Compile and organize information for meetings and business reviews to provide consistent, accurate data that supports decision-making.

Event & Training Coordination

• Coordinate customer events and training sessions, including scheduling, invitations, attendee lists, and room, meal, and material setup.
• Support the sales team with event and training preparation and follow-up to ensure everything runs smoothly.