About the Role
C&C Boiler Sales & Service is a regional representative for Cleaver-Brooks the leading commercial and industrial boiler manufacturer in North America. We serve contractors mechanical engineers and facility owners across our territory with equipment sales engineering support and service.
The Sales Coordinator (SC) is the entry-level position on our Bid Desk team. You will work alongside experienced Sales Engineers to keep the pipeline moving managing records handling document transmittals coordinating scheduling and independently quoting select product lines. This is not a passive admin role. SC team members who demonstrate strong process discipline and product knowledge advance to full Sales Engineer positions.
What Youll Do
- Maintain opportunity and job records in our CRM (STEAM) keeping status notes and follow-up dates current
- Manage the teams task pipeline in Microsoft Planner moving opportunities through stages and syncing updates to STEAM
- Prepare and send document transmittals to customers using the C&C letterhead template
- File submittals proposals documents and equipment diagrams in the correct SharePoint folder structure
- Download equipment diagrams from our manufacturer portal and upload them to SharePoint upon shipment
- Independently quote rental boilers exhaust stacks and Cosmogas buy/resell equipment using rate sheets and price books
- Coordinate scheduling for site visits meetings and customer calls on behalf of the SE team
- Support the SE team with administrative customer communication transmittals confirmations and follow-up reminders
Requirements
Who Were Looking For
You dont need a background in boilers or HVAC to succeed in this role we will train you on the technical side. What we need is someone who is organized process-driven and wants to grow into a technical sales career.
Required:
- Strong attention to detail and commitment to keeping records accurate and current
- Comfortable working in Microsoft 365 Outlook Teams SharePoint and Planner
- Clear and professional written communication
- Ability to manage multiple open tasks simultaneously without things falling through the cracks
- Eagerness to learn technical product and process knowledge
Preferred (not required):
- Experience in a construction mechanical or technical sales environment
- Familiarity with CRM tools or project tracking software
- Associates or Bachelors degree in business engineering technology or a related field
Job Benefits
- 401(k) Plan with 100% vested 4% Safe Harbor Match: First 3% of deferral matched 100% and the second 2% of deferral is matched at 50% for a total available match of 4%
- Company-sponsored insurance plan: Medical - Dental - Vision
- Paid Time Off: 120 hours (3 weeks)
- Paid Holidays: 7
Required Experience:
IC
About the RoleC&C Boiler Sales & Service is a regional representative for Cleaver-Brooks the leading commercial and industrial boiler manufacturer in North America. We serve contractors mechanical engineers and facility owners across our territory with equipment sales engineering support and service...
About the Role
C&C Boiler Sales & Service is a regional representative for Cleaver-Brooks the leading commercial and industrial boiler manufacturer in North America. We serve contractors mechanical engineers and facility owners across our territory with equipment sales engineering support and service.
The Sales Coordinator (SC) is the entry-level position on our Bid Desk team. You will work alongside experienced Sales Engineers to keep the pipeline moving managing records handling document transmittals coordinating scheduling and independently quoting select product lines. This is not a passive admin role. SC team members who demonstrate strong process discipline and product knowledge advance to full Sales Engineer positions.
What Youll Do
- Maintain opportunity and job records in our CRM (STEAM) keeping status notes and follow-up dates current
- Manage the teams task pipeline in Microsoft Planner moving opportunities through stages and syncing updates to STEAM
- Prepare and send document transmittals to customers using the C&C letterhead template
- File submittals proposals documents and equipment diagrams in the correct SharePoint folder structure
- Download equipment diagrams from our manufacturer portal and upload them to SharePoint upon shipment
- Independently quote rental boilers exhaust stacks and Cosmogas buy/resell equipment using rate sheets and price books
- Coordinate scheduling for site visits meetings and customer calls on behalf of the SE team
- Support the SE team with administrative customer communication transmittals confirmations and follow-up reminders
Requirements
Who Were Looking For
You dont need a background in boilers or HVAC to succeed in this role we will train you on the technical side. What we need is someone who is organized process-driven and wants to grow into a technical sales career.
Required:
- Strong attention to detail and commitment to keeping records accurate and current
- Comfortable working in Microsoft 365 Outlook Teams SharePoint and Planner
- Clear and professional written communication
- Ability to manage multiple open tasks simultaneously without things falling through the cracks
- Eagerness to learn technical product and process knowledge
Preferred (not required):
- Experience in a construction mechanical or technical sales environment
- Familiarity with CRM tools or project tracking software
- Associates or Bachelors degree in business engineering technology or a related field
Job Benefits
- 401(k) Plan with 100% vested 4% Safe Harbor Match: First 3% of deferral matched 100% and the second 2% of deferral is matched at 50% for a total available match of 4%
- Company-sponsored insurance plan: Medical - Dental - Vision
- Paid Time Off: 120 hours (3 weeks)
- Paid Holidays: 7
Required Experience:
IC
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