General Summary

The Internal Sales Co-Ordinator support the delivery of the New Equipment Sales targets and goals by taking responsibility for the administration elements of the technical verification of quotations ensuring that a “Clean Order” can be processed to the ERP system to be procured and delivered by the Operations Team.

The Internal Sales Co-Ordinator develops sound business relationships with Main Contractors, Façade Sub-Contractors, End Users, Specifiers and Quantity Surveyors with the aim of establishing repeat business and repeat opportunity to quote wherever automatic doors are specified or required.

Principle Duties and Responsibilities:

• Assist with the administration to enable CDT to technically clean, clear and process projects from CRM into ERP systems in readiness for procurement and onward processing by the Operations Team;

• Request information to enable CDT to confirm customer requirements (including size, finish and accurate installation date).

• Arrange surveys with the Regional Surveyor where necessary.

• Issue variation orders where a change in specification constitutes a change in price.

• Manage customer expectations through clear communication on project progress, including any programme/cost-sensitive issues.

• Liaise with Finance Department where required to check status of any payments required prior to manufacture.

• Maintain accurate/realistic delivery dates in CRM system to facilitate accurate forecasting.

• Raise POs/instructions to enable drawings to be produced, including reconciliation of same with Finance Team.

• Reporting to Internal Sales Manager items where changes have occurred that cannot be financially recovered – margin erosion from sale.

• Management of their project folders to ensure timely processing of projects through design stage into operations in line with customer programme requirements and product lead times.

• Provide support to Estimating team as required.

Knowledge, Skills and Abilities Required:

• Be highly customer-focused and a team player.

• Highly numerate and articulate with good verbal and written communication skills and attention to detail.

• Highly-organised with the ability to plan and prioritise.

• Practical problem-solver.

• Ability to take the initiative and KPI driven, with experience of working to weekly/monthly/yearly individual and team targets.

• Ability to work under pressure and to tight timescales.

Special Competencies required:

• PC literate and proficient in the use of MS Office – Essential.

• Ability to read and understand construction drawings, NBS/performance specifications and other contractural documentation – Preferred.

• Familiar with CRM systems – Preferred.

Have commercial awareness relating to identification and producing of variation orders and other contractual documents – Preferred.