Sales Support & Data Coordinator

Source and gather RFPs, bid documents, and project details electronically from FTP drives, emails, and other sources.
Work with customers to ensure project data is accessible and Carrier is included in distribution.
Ensure all necessary documentation is collected, categorized, and stored accurately for sales team review. If necessary, serve as the point of contact for gathering updated or missing project documents and updating sales records.
Track RFP deadlines and coordinate with the sales team to ensure timely responses.
Input project details, RFPs, and sales opportunities into Salesforce, ensuring complete and accurate records.
Create and set up initial leads/opportunities in Salesforce so the sales team can quickly assess and qualify/disqualify potential deals.
Maintain clean, structured, and organized CRM records, reducing duplicate or incomplete entries. Support data cleanup as necessary.
Work closely with sales teams to ensure project data and documentation align with their needs.
Support sales team workflow improvements, ensuring smooth access to key documents and CRM data.
Ensure compliance with internal documentation policies and CRM best practices.

Bachelor’s degree in business administration, Sales, or a related field (or equivalent experience)
Strong organizational skills and attention to detail in managing sales documents and data
Ability to work independently to source and compile project-related documents from multiple sources
Strong computer proficiency in Microsoft Office Suite (Excel, Outlook, Word) and internet browsers
Proficiency in Salesforce or other CRM platforms
Experience in B2B sales environments, commercial HVAC, construction, or industrial equipment industries.
Familiarity with FTP file management, bid/RFP processes, and procurement workflows.
Understanding of CRM automation and workflow optimization.
Strong communication skills to effectively coordinate with sales, operations, and project teams.