HVAC Sales Coordinator

Sales Coordinator

The Sales Coordinator role is critical to the success of the district through building and developing relationships with customers and our internal team. This role provides top-notch support to our Sales Representatives through assisting with the bid process, creating customer proposals, and providing administrative support in a fast-paced and thriving office. Come be a part of an exciting journey at Daikin Applied, where innovation and excellence drive our every endeavor!

Location: Onsite role based out of our Orlando Service Office

What You Will Do:

• Assist with data entry and maintaining the integrity of the local office database including forecast reports, opportunity reports, opportunity re-assignments, maintenance, etc.
• Assist with the securing, booking and release for fabrication process.
• Assist in completing change order proposals and booking the related change orders within the order management system, including updating office file as required.
• Assist in the preparation of customer proposals, PowerPoint presentations, letters, spreadsheets, issuance of bid bonds, certificates of Insurance, payment/performance bonds, pre-qualification questionnaires and order legal paperwork and forms to aid in finalization of contract award.
• Set up project files, completes daily, weekly, or monthly project related reporting forms, files, faxes, or copies project documents.
• Coordinate meetings, trade shows, events, etc. for sales teams.
• Maintain local bid list. Assist in ordering or copying blueprints.
• Manage incoming/outgoing project related mail, contract documents, submittals, and design documents as necessary.
• Assist in updating and scheduling service labor, material, and subcontract labor for the purpose of projecting planned project costs.
• Assist in managing the contract closeout process to ensure the timely closure of projects.
• Coordinate the installation transfer, warranty letter and customer contact/survey process as required.
• Process subcontracts and subcontractor invoices.
• Organize and maintains all subcontractor documentation (certificate of insurance, bonding, etc.)
• Coordinate Daikin Applied invoice processes, subcontractor requirements (such as: certificates of insurance, bonding, lien waivers, etc.) and materials to meet revenue plan.
• Generate subcontracts, safety documents, and may release payments to subcontractors or associated invoices with A/R invoices under guidance from the sales leadership team.
• Identify and set up procurement agreements for subcontractors or approved vendors. Assist in completing simple project billing schedules in the appropriate format within specified timeframes.
• Complete requests for information, transmittal letters, customer warm-up letters, project organizational charts, certified payroll, owner directed insurance, etc.
• Research and reconcile contract mischarges. Perform project cost transfers as required.

What's in it for you:

• The ability to make an impact and shape your career with a company that is passionate about growth.
• The support of an organization that believes it is vital to include and engage diverse people, perspectives, and ideas to achieve our best.

Minimum Qualifications:

• High School Diploma or GED
• 2-4+ years of related experience in sales environment
• Must have strong written and verbal communication skills
• Working knowledge of Microsoft Office Suite
• Strong organization, problem-solving, and customer service skills

Preferred Qualifications:

• A bachelor's degree may be considered in lieu of work experience
• Experience with Salesforce or any other sales tracking software is strongly preferred

Benefits:

Daikin Applied offers the following benefits for this position, subject to applicable eligibility requirements:

• Multiple medical insurance plan options + dental and vision insurance
• 401K retirement plan with employer match
• Paid time off and company paid holidays
• Paid sick time in accordance with the federal, state and local law
• Tuition Reimbursement after 6 months of continuous service

The typical hourly pay rate for this position ranges from $25.72 - $41.20 in Florida. The range displayed represents the pay range for all positions in the job grade which this position falls. Individual base pay will depend on a wide range of factors including your skills, qualifications, experience, and location.