Sales Coordinator- Marketing, CRM &Data Support

Overview

Support sales team with CRM, data reporting, marketing, and coordination tasks.

Key Responsibilities

• crm management
• quotes processing
• xoi vision
• power bi
• email campaigns
• sales tracking

Tasks

-Constantly analyzes for ways to improve individual and/or company performance -Support planning and logistics for customer-facing events, trade shows, and internal sales initiatives -Maintain and update customer records in Microsoft Dynamics CRM -Create and distribute marketing materials, including flyers and promotional content -Represents company in a positive and professional manner -process quotes, proposals, and purchase orders for job set up -Coordinate with field technicians and service teams using XOi Vision for job documentation and customer communication -Help maintain relationships with customers as required -Process quotes, proposals, and purchase orders for job set up -Generate dashboards and reports using Power BI to support sales forecasting and performance analysis -Assist in tracking and reporting sales activities, opportunities, and pipeline metrics -Coordinate and execute email marketing campaigns using CRM tools -Provide administrative support for sales meetings and presentations

Requirements

• microsoft office
• dynamics crm
• powerbi
• xoi vision
• hvac experience
• strategic thinking

What You Bring

-Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) -Maintains positive attitude and morale -Thinks strategically and takes into account long-term implications of one’s actions -Strong organizational and communication skills -Interacts effectively with all members of the organization and all outside associates -Ability to manage multiple tasks and prioritize effectively -Work Ethic of loyalty, integrity, pride, perseverance, accountability, respect and teamwork -Experience with Microsoft Dynamics CRM or similar platforms including PowerBI -Strong detail orientation -Familiarity with XOi Vision or willingness to learn quickly -Strong ambition and highly motivated to succeed -HVAC industry experience preferred but not required

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About Emcor Group, Inc.

-Delivers electrical, mechanical, and energy solutions across various sectors. -Operates across diverse industries including healthcare, education, transportation, and energy. -Known for managing complex projects and consistently innovating. -Focuses on safety and quality to ensure optimal performance and reliability. -Known for projects such as energy-efficient building systems and cutting-edge transportation solutions. -Maintains presence in both private and public sectors, trusted for high-profile ventures.

Sector Specialisms