Sales Coordinator- Marketing, CRM &Data Support

Overview

Sales Coordinator- Marketing, CRM & Data Support at EMCOR Services Fagan. Location : Kansas City, KS headquarters. This role supports the Sales Team by managing CRM data, generating insights through Power BI, coordinating with field teams using XOi Vision, and assisting with marketing initiatives. The ideal candidate is detail-oriented, tech-savvy, and comfortable working across platforms and departments to streamline sales operations and customer engagement.

Responsibilities

• Maintain and update customer records in Microsoft Dynamics CRM
• Assist in tracking and reporting sales activities, opportunities, and pipeline metrics
• Generate dashboards and reports using Power BI to support sales forecasting and performance analysis
• Coordinate with field technicians and service teams using XOi Vision for job documentation and customer communication
• Process quotes, proposals, and purchase orders for job set up
• Support Sales Team with subcontractor coordination and pricing
• New Customer Set Up
• CRM / Dynamics Reports
• Help maintain relationships with customers as required
• Provide administrative support for sales meetings and presentations
• Create and distribute marketing materials, including flyers and promotional content
• Coordinate and execute email marketing campaigns using CRM tools
• Support planning and logistics for customer-facing events, trade shows, and internal sales initiatives

Education and / or Experience

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. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The employee may regularly sit for 4–8 hours, stand for 1 hour, have adequate vision, and be able to communicate effectively. The role may require lifting up to twenty-five pounds and occasional travel to field locations by land or air.

Fagan Standards of Success

Notice to Prospective Employees

There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check available positions to confirm authenticity. EMCOR Group and its companies do not reach out to individuals to help with marketing or similar services. If contacted outside of EMCOR's normal application process, it is probably fraudulent.

We offer a competitive salary and comprehensive benefits package. Equal Opportunity Employer / Veterans / Disabled

fagan

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