HVAC Sales Coordinator

Make your mark at the world's largest HVAC company

Daikin Applied is seeking a Sales Coordinator who will support Account Managers with daily activities within the sales process. In this role, you will compile and analyze data, assist bid processes, prepare customer proposals, and perform administrative functions that support the service office. Come be a part of an exciting journey at Daikin Applied, where innovation and excellence drive our every endeavor!

Location: Primarily onsite with flexibility in our Charlotte Sales Office

What you will do:

• Assists with data entry and maintaining the integrity of the local office database including forecast reports, opportunity reports, opportunity re-assignments, maintenance, etc.
• Assists with the securing, booking and release for fabrication process
• Assists in completing Change Order Proposals and booking the related Change Orders within the order management system, including updating office file as required
• Assists 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. Will require occasional time on job site.
• Sets up project files, completes daily, weekly or monthly project related reporting forms, files, faxes or copies project documents
• Coordinates meetings, trade shows, events, etc. for sales teams. Maintains local Bid list. Assists in ordering or copying blueprints
• Manages incoming / outgoing project related mail, contract documents, submittals and design documents as necessary
• Assists in updating and scheduling Service labor, material and subcontract labor for the purpose of projecting planned project costs
• Assists in managing the Contract Closeout process to ensure the timely closure of projects. Coordinates the Installation Transfer, Warranty letter and Customer Contact / Survey process as required
• Using Daikin Applied tools and standards, processes subcontracts and subcontractor invoices. Organizes and maintains all subcontractor documentation (certificate of insurance, bonding, etc.)
• Coordinates Daikin Applied invoice processes, subcontractor requirements (such as, certificates of insurance, bonding, lien waivers, etc.) and materials to meet revenue plan
• Generates subcontracts, safety documents and may release payments to subcontractors or associated invoices with A/R invoices under guidance from the sales leadership team
• Identifies and sets up procurement agreements for subcontractors or approved vendors. Assists in completing simple project billing schedules in the appropriate format within specified timeframes

What's in it for you:

• Competitive pay and benefits including Medical/Dental/Vision coverage, paid time off, 401K match, support for community involvement and much more!
• The ability to make an impact and shape your career with a company that is passionate about growth and development.
• The support of an organization that believes it is vital to include and engage diverse people, perspectives, and ideas to achieve our best.
• The opportunity to work for a leading innovator in HVAC and make a difference in environmental initiatives to create a more sustainable world for all.
• Endless opportunities to make an impact in a people-centered, growing company

Minimum Qualifications:

• 2-Year Degree or Associate Degree or equivalent work experience
• 5+ years of related experience in a sales environment
• Work visa sponsorship is not available for this position

Preferred Qualifications:

• Bachelor's degree may be considered in lieu of work experience
• Experience with Salesforce or any other sales tracking software
• Proficient knowledge of Microsoft Office Suite

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