Sales & Project Coordinator

About the role

We are seeking a highly organized, detail-oriented Sales & Project Coordinator to partner directly with our Account Management team. The goal of this role is to maximize our sales capacity by taking ownership of critical administrative, estimating, and project-processing workflows. This is not a traditional administrative assistant position; you will act as the engine behind our sales pipeline, ensuring projects move efficiently from initial site survey to final delivery while allowing our sales team to focus on client relationships and closing business.

Location: Bay Area, CA (Must understand local travel/traffic considerations) Position Type: Full-Time

Responsibilities

• Survey & Project Processing: Organize and process site survey notes, compile photos and measurements, and prepare comprehensive project information for quoting.
• Estimating & System Support: Build estimate drafts, enter products and line items, and assist with formal quote preparation within our CoreBridge POS management system.
• Design & File Support: Use Adobe Illustrator to scale and review files, verify measurements/specifications, and package accurate information for our design team.
• Standards & Compliance: Learn and maintain key client sign standards for major accounts to ensure project consistency and pre-production compliance.
• Vendor & Subcontractor Coordination: Request pricing from vendors