Über
Marketing, CRM
Data Support/h2pEMCOR Services Fagan provides comprehensive mechanical contracting, and maintenance services for commercial, industrial, and institutional projects. This includes office buildings, hospitals, colleges and universities, telecommunications, schools, warehouses, and industrial facilities. We have a proven team of professionals who possess the specialized experience, knowledge, and expertise to construct a variety of complex, high profile, state-of-the-art facilities that consider clients specific and immediate mechanical needs./ppWe are seeking a detail-oriented and tech-savvy Sales Coordinator to join our Kansas City, KS headquarters. This role will support the Sales Team by managing CRM data, generating insights through Power BI, coordinating with field teams using XOi Vision, and assisting with marketing initiatives. The ideal candidate will be comfortable working across platforms and collaborating with multiple departments to streamline sales operations and customer engagement./ppEssential Duties and Responsibilities:/ppNote: This is not intended to be a comprehensive list. Managers may assign additional responsibilities./pulliMaintain and update customer records in Microsoft Dynamics CRM/liliAssist in tracking and reporting sales activities, opportunities, and pipeline metrics/liliGenerate dashboards and reports using Power BI to support sales forecasting and performance analysis/liliCoordinate with field technicians and service teams using XOi Vision for job documentation and customer communication/liliProcess quotes, proposals, and purchase orders for job set up/liliSupport Sales Team with:/liulliSubcontractor coordination and pricing/liliProcess quotes, proposals, and purchase orders for job set up/liliNew Customer Set Up/liliCRM/Dynamics Reports/liliSupport Proposals and Estimating/li/ulliHelp maintain relationships with customers as required/liliProvide administrative support for sales meetings and presentations/liliManage bid/procurement portals/liliCreate and distribute marketing materials, including flyers and promotional content/liliCoordinate and execute email marketing campaigns using CRM tools/liliSupport planning and logistics for customer-facing events, trade shows, and internal sales initiatives/li/ulpQualifications:/ppTo perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions./pulliExperience with Microsoft Dynamics CRM or similar platforms including Power BI/liliFamiliarity with XOi Vision or willingness to learn quickly/liliStrong organizational and communication skills/liliAbility to manage multiple tasks and prioritize effectively/liliProficient in Microsoft Office Suite (Word, Excel, PowerPoint)/liliHVAC industry experience preferred but not required/liliAS400 experience a plus/li/ulpEqual Opportunity Employer/Veterans/Disabled/p/div
Sprachkenntnisse
- English
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