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Sales Coordinator / Estimator

Sales Coordinator / Estimator

BrightView LandscapesSanta Ana, CA, US
30+ days ago
Job type
  • Full-time
Job description

Description

The Best Teams are Created and Maintained Here.

Job Summary

  • The Sales Coordinator is responsible for supporting regional business development initiatives, performing administrative duties, generating sales reports, and executing other tasks as needed to meet growth targets.

Duties and Responsibilities :

  • Assist Sales Leadership with regional sales initiatives by organizing activities, managing meetings and action items, preparing reports and presentations, coordinating travel, supporting sales planning, and facilitating onboarding in collaboration with HR and cross-functional teams.
  • Support Sales Leadership in regional execution of sales efforts by planning and coordinating activities; schedule meetings, record action items, prepare monthly business review presentations, support sales planning, coordinate travel, and administer onboarding needs of new team members while partnering with HR and other functional groups.
  • Act as the liaison between the Sales Team and the Administrative Team as it relates to contracts administration; gather necessary data to book contracts into backlog and follow sold jobs through the contracting process to ensure prompt contract processing time.
  • Ensure paperwork is submitted in a timely manner and obtain 100% compliance on measured activities.
  • Serve as regional power-user, trainer, and administrator of Dynamics CRM to include monitoring daily usage, data integrity and completeness and provide training, as necessary.
  • Generate standard reports and develop customized reporting templates to provide status of sales opportunities by process and macro increments.
  • Analyze and coordinate RFP / RFQ / RFI documents and responses by gathering key data upon receipt of solicitation, assist the development with routine responses, provide standard boilerplate responses when appropriate, and take the lead in developing proposals for more strategic opportunities.
  • Ensure accuracy and consistency in materials (proposals, presentations).
  • Ensure Sales Team news is communicated.
  • Assist in composing or editing personalized correspondence (i.e., e-mails, letters) to clients or prospective clients as requested by the Sales Team.
  • Track information regularly regarding competitors for the lines of business, vertical markets, and key engagement buying groups.
  • Communicate with external parties (clients, prospects, 3rd parties) and internal staff.
  • Serve as first line of support for sales team members for processes, tools, and information exclusive of personnel matters.
  • Access and manage customer portals (both external and internal) and pull in necessary work orders / purchase orders / etc.
  • Communicate with and collect data from branch teams when necessary.
  • Provide training when necessary for branch teams.
  • Drive activities between the Sales Team & Marketing Team :  supply and distribute sales support materials including but not limited to brochures, mailers, presentations, white papers, client lists, references, and templates.
  • Work with Marketing Lead to maintain inventory of central repository images, promotional products, and other items customary to use by the sales organization.
  • Perform web-based research in support of new business development activities.
  • Create cold call lists and scripts and be willing to participate in executing same
  • Track results, follow-up actions, etc. and conduct outbound telemarketing calls as directed to aid in appointment setting.
  • Arrange, coordinate, and manage attendance of conferences, conventions, and trade shows.
  • Education and Experience :

  • Minimum 2-year college degree in business, communications, or marketing. Four-year degree preferred.
  • Minimum of 5 years’ professional experience in a fast-paced business environment; preference in a multi-person and geographically dispersed Sales Team or Sales Leadership support role.
  • Exceptional organizational skills and attention to detail
  • Team player with ability to take direction and work independently when needed.
  • Strong communications skills, both written and verbal
  • Ability to juggle multiple projects and meet deadlines in a fast-paced environment.
  • Ability to be flexible to ever changing business needs and priorities.
  • Ability to work cross functionally across all levels of management and staff, as well as outside clients and vendors.
  • Proficient with Microsoft Office applications; Excellent Excel and PowerPoint skills necessary.
  • Experience with project manager software and graphics suites a plus.
  • Dynamics or similar CRM experience required.
  • Experience generating reports in Dynamics or similar CRM report writers.
  • CRM Database, Marketing Automation (e-Mail function - constant contact, MailChimp, etc.)
  • Physical Demands / Requirements :

  • Constant operation of a computer and other office equipment, such as a laptop, a cell phone, and printers / copiers
  • Position is sedentary; must be able to remain in a stationary position for the majority of time.
  • Work Environment :

  • This role will either be remote or be based on an office environment.
  • BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer.

    This job description is subject to change at any time.

    Compensation Pay Range :

    26hr - 35hr

    BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and / or sick leave, tuition reimbursement, and / or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process .

    It’s Not Just a Team. It’s One BrightView.

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