HVAC Sales Coordinator

Job Description

Make your mark at the world’s largest HVAC company

Daikin Applied is seeking a Sales Coordinator - those 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: Hybrid based role out of either our Tampa or Punta Gorda Service Offices

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
• 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:

• Medical/Dental/Vision coverage, PTO, 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
• The support of an organization that believes it is vital to include and engage diverse people, perspectives, and ideas to achieve our best

Minimum Qualifications :

• High School Diploma or equivalent
• 3+ 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

#LI-JK1 #LI-Hybrid