Sales Coordinator
Tri-State Energy · New Brunswick, NJ · 2 mo ago
On-siteBusiness DevelopmentFull-time
Key Responsibilities
- Request and collect documentation from customers as needed
- Organize, label, and upload files into internal systems and CRM tools
- Ensure documents are complete, accurate, and properly categorized
- Complete and submit required applications and internal forms as part of the sales qualification process
- Proactively follow up with customers to obtain missing information
- Track submission status and ensure timely completion
- Prepare and send documents using the sales team’s DocuSign account
- Monitor document completion and follow up as needed
- Confirm and coordinate meetings on behalf of sales representatives
- Provide customers with updates upon request
- Edit or modify proposals as directed by the sales team (e.g., removing pricing when required)
- RFP & Opportunity Monitoring
- Monitor public bid and RFP platforms to identify relevant opportunities
- Flag applicable opportunities and deadlines for sales team visibility
- Presentation & Writing Support
- Aid in drafting, editing, and formatting professional PowerPoint presentations
- Support sales and leadership teams with written materials and presentation preparation
Qualifications
- 1–3 years of experience in Sales Support, Sales Administration, or Administrative Support
- Strong organizational skills and attention to detail
- Comfortable communicating with customers via email and phone
- Ability to manage multiple priorities and deadlines
- Proficiency in: Microsoft Office (Outlook, Word, Excel, PowerPoint)
- DocuSign or similar e-signature tools
- Experience working with CRM systems (HubSpot preferred)
- Strong written and verbal communication skills