Sales Coordinator

EHC is seeking a Sales Coordinator for an industrial forklift manufacturer in Houston, TX. 

Job Summary

The Sales Coordinator supports the sales team and coordinates the administrative, financial, and logistical activities involved in new and used equipment sales. This position processes orders and sales documentation, maintains accurate records, and coordinates equipment delivery while building positive relationships with customers, vendors, sales representatives, and internal departments. The Sales Coordinator resolves questions and discrepancies in accordance with company policies and procedures.

Essential Responsibilities

• Provide clerical and administrative support to sales representatives and management, including cost worksheets, inventory lists, sales reports, invoices, and equipment documentation.

• Answer and route incoming sales calls, greet customers, schedule appointments, monitor correspondence, and follow up on sales inquiries. Serve as a point of contact for customer and sales team questions.

• Assist customers and sales representatives with product identification and equipment specifications to support accurate ordering.

• Process new and used equipment sales, including orders and documentation submitted to original equipment manufacturers through applicable ERP systems, the Company portal, and Softbase.

• Invoice new equipment factory orders and record equipment receipts in Softbase promptly upon receiving documentation confirming arrival.

• Prepare, complete, and distribute sales contracts and financing or lease documentation through the selected financial organization. Collect credit applications, insurance information, corporate references, personal guarantee information, signed surveys, and full maintenance information, as applicable.

• Maintain accurate customer records, equipment inventory information, machine memos, and equipment movement records. Keep equipment photographs and evaluations current.

• Coordinate inventory levels with management and equipment logistics needs. Order attachments, batteries, and chargers to align delivery dates with equipment arrival.

• Coordinate equipment demonstrations, machine moves, and product delivery with sales representatives, utilities, and other departments. Arrange for the Sales/PSR Representative to be at the customer site on delivery day.

• Track service repairs and required approvals with the shop. Provide Toyota with information needed to obtain de-rating data plates for modified equipment or units with attachments.

• Review and track advertising leads, gather information to identify potential sales opportunities, and prompt supervisors to follow up with the sales team.

• Prepare and distribute sales reports to management. Work with the production team on timely financial and technical project status reports, including final project profit summaries.

• Track sales team training progress and work with employees across departments to support internal and external customers.

Qualifications

• Three to four years of progressively related experience; administrative support experience in a similar work environment preferred.

• Financing experience required, along with general accounting knowledge.

• Proficiency in Microsoft Office, including spreadsheet applications, required.

• Strong organizational skills, attention to detail, and math skills.

• Professional demeanor and excellent communication and customer service skills.

• High school diploma preferred.

Travel Requirements

Some travel may be required.