Sales Coordinator

Position Summary:

The Sales Coordinator role is to support our sales organization and improve the customer experience from initial engagement through post-sale follow-up. This position will serve as a critical link between Sales, Marketing, Operations, Product Development, distributors, and customers.  In addition, this position will report to the President of the company.

Key Responsibilities

Trade Shows & Lead Management

  Trade shows and lead management are a very important component of this position and the                  duties will include:

·         Manage the entire trade show process for each of our 10+ trade shows

·         Coordinate booth reservations, schedules, attendees, and deadlines    

·         Coordinate packing and shipping of equipment and materials

• Manage the trade show lead capture and uploading and organizing leads in Odoo
• Categorize leads by opportunity and priority + Track trade show leads through the follow-up process
• Create follow-up lists for salespeople and distributors
• Send timely initial follow-up communications

Purchase Order & Customer Status Updates

Take ownership of routine customer and distributor requests regarding:

• Customer purchase order status
• Communication of production status + ship dates
• Lead times
• Order updates

Warranty Tracking & Reporting

Coordinate warranty follow-up in Odoo and develop measurable reporting.

Track:

• Number of warranty incidents
• Product involved
• Type of problem
• Root cause
• Date reported
• Resolution
• Time to resolution
• Recurring product issues

Price Lists & Catalog Management

Coordinate updates to:

• Price lists
• Product catalogs
• Product specifications
• Product changes
• Distributor materials

Website Lead & Catalog Request Management

Manage incoming website requests.

• Review website inquiries
• Route qualified opportunities appropriately
• Process catalog requests
• Enter information into Odoo
• Send follow-up communications
• Audit website requests to ensure every inquiry has been addressed

Customer Testimonials & Content Coordination

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• Identify satisfied customers
• Request testimonials
• Coordinate customer interviews
• Schedule video teams when appropriate
• Maintain testimonial and customer-reference database

Sales & Marketing Materials

Coordinate ordering and inventory of:

• Swag
• Banners
• Posters
• Trade show materials
• Customer gifts
• Sales collateral

Ideal Candidate

The ideal candidate must be eager to travel to 2-4 large trade shows a year, has 1-3 years of customer service and/ or inside sales experience.  A college degree is not required, but would be preferred (especially in a communications or business related field). In addition, the ideal candidate is:

• Extremely organized
• Has a high sense of customer service urgency
• Proactive rather than reactive
• Comfortable communicating with customers
• Detail-oriented
• Strong at follow-through
• Comfortable managing multiple projects
• Able to work across departments
• Comfortable with CRM/ERP systems
• Able to organize and analyze basic sales data
• Comfortable with Excel and reporting
• Interested in improving processes

iConnect® Training is the leading provider of the finest HVAC and electrical training units to the educational markets worldwide. It’s a brand of North Park Innovations Group, Inc., that specializes in designing and manufacturing high-tech products for the HVAC/R industry. Over the past 40+ years, North Park Innovations includes the Marcraft and iConnect Training product lines, cloud services and industrial training units. The company is privately owned by husband and wife duo, Bill and Lori Northrup. Over the past 40+ years, the company has grown from Stride Tool’s line of specialty hand tools, to inventing the iManifold® and iManifold Pulse® (industry-leading technology to gather HVAC data for technicians and contractors) to a broad line of vocational training units including state-of-the-art Building Automation System (BAS) simulators with full curriculum. The company is headquartered in Ellicottville, a ski town in the hills of western New York State about 45 miles south of Buffalo, NY.

At iConnect Training, we’re always on the lookout for new and innovative training concepts. By actively engaging with industry experts, we’re able to stay up-to-date on the latest and greatest in the HVAC/R industry. Ultimately, it allows us to develop training units and curriculum that prepare future technicians for the technology they’ll see when out in the field.