Sales Coordinator
3 days ago
New Brunswick
Job Description Company Introduction Tri-State Light & Energy (TSE) is a 40-year client-focused energy solutions provider committed to delivering engineering-driven strategies that improve facility performance, reduce operational and maintenance costs, and provide long-term reliable solutions by seamlessly combining technical engineering with project implementation. We focus on providing energy engineering and MEP contracting support for facility optimization and decarbonization initiatives. We are growing and looking to hire dedicated, industry-qualified candidates at all experience levels to grow with our company. Position Summary The Sales Operations Coordinator serves as the operational backbone of the Sales Department, focusing on process optimization, data integrity, and high-level administrative support. This strategic role ensures seamless lead management, robust CRM health, and accurate performance reporting, enabling the sales team and the Director of Sales to focus primarily on revenue generation and strategic growth. Essential Job Functions 1. Performance Reporting & Executive Support Deliver weekly performance dashboards tracking critical KPIs such as meetings scheduled, pipeline velocity, forecast accuracy, and quota attainment. Manage calendars, schedule meetings, prepare agendas, and coordinate travel and expense reporting for the 10-person team. Organize logistics and materials for internal meetings, client presentations, and industry trade shows. 2. Lead Management & CRM Operations Monitor and maintain HubSpot pipeline health, actively resolving bottlenecks and ensuring timely deal progression. Assign inbound leads using a multi-criteria approach based on solution expertise and territory. Enforce CRM data accuracy by managing tagging standards, validating real-time updates, and performing regular data hygiene checks. 3. Process Management & Quality Control Act as the liaison between Sales, Marketing, and Operations to ensure clear communication and smooth workflow handoffs. Gather and organize critical project documentation (utility bills, site audit data, close-out documents) for seamless transition to Operations. Serve as the final quality check for proposals and contracts, verifying data accuracy, formatting consistency, and adherence to established compliance checklists before client delivery. Partner with Marketing to ensure all sales collateral and event materials are prepared in advance. 4. Onboarding & Training Coordinate all onboarding activities for new hires, including system setup, document distribution, and internal introductions. Schedule and lead training sessions on sales processes, advanced HubSpot usage, and documentation standards to accelerate new hire ramp-up. Qualifications Experience: 0–5 years of professional experience in an administrative, coordination, Sales Support, Sales Administration, or dedicated Sales Operations role. Experience gained through internships, co-ops, or relevant part-time work demonstrating strong organizational skills will be considered. Hands-on experience with a Customer Relationship Management (CRM) system is mandatory (HubSpot experience/certification is highly preferred). Experience in the Energy, Construction, or Engineering industries is a valuable asset. Education: Bachelor’s degree required in Business Administration, Marketing, Finance, or a related quantitative field. Knowledge, Skills, and Abilities Knowledge & Technical Skills: • Proficiency in Microsoft Excel: Ability to create, manipulate, and analyze data using formulas, pivot tables, and charting for KPI reporting and dashboards., • Data Literacy: Solid understanding of key sales efficiency metrics (e.g., pipeline velocity, conversion rates) and experience translating data into clear reports., • CRM Expertise: Capability to not only use the CRM (HubSpot) but also manage its structure for data integrity, tagging, and reporting., • Organizational Mastery: Ability to handle a large volume of concurrent tasks and manage complex logistical planning for up to 11 individuals., • Process Implementation: Demonstrated ability to adhere to established workflows, document procedures, and suggest process improvements., • Detail-Oriented & Quality Focused: Possesses a non-negotiable attention to detail, crucial for the final quality check of all proposals and contracts., • Proactive & Independent: Highly resourceful, capable of anticipating administrative needs and solving problems with minimal supervision., • Adaptability: Ability to maintain performance and accuracy in a fast-paced, high-volume operational environment. Physical Demands of the Job • The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully., • While performing the duties of this job, the employee is occasionally required to stand; sit, walk, climb, balance, stoop, kneel, crouch or crawl; use hands to finger, grasp, or feel objects; reach with hands and arms; push or pull; talk and hear; use repetitive motions., • The employee is frequently required to lift and/or move up to 20 pounds and occasionally lift and/or move up to 25 pounds., • While performing the duties of this job, the employee is subject to the following work environment:, • The employee is subject to both inside and outside environmental conditions. TSE is an equal-opportunity employer committed to diversity and inclusion in the workplace. TSE prohibits discrimination and harassment of any kind based on age, race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, age, marital status, gender, gender identity or expression, veteran status, or any other protected characteristic as outlined by federal, state or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. TSE makes hiring decisions based solely on qualifications, merit, and business needs at the time. Please read through our EEO Policy for more information. TSE is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. TSE is a drug-free workplace. Screening TSE makes offers of employment contingent upon (1) successful completion of a routine background investigation and reference check, (2) drug testing, and (3) Act 34 Child Abuse clearance. Benefits • Medical, vision, and dental insurance., • 401(k) with company match., • Company-provided life insurance., • Health Savings Account (HSA), • Education reimbursement program with management approval., • Annual paid time off. Monday through Friday, 8:00 a.m. to 5:00 p.m., though some supervisory work will occur on 2nd or 3rd shift. • 40-hour work week., • Occasional weekends., • On-call requirement. This job description is not intended to be all-inclusive. This position may be assigned to perform other related duties to meet the organization's ongoing needs. I have read and understand this explanation and job description. Employee Name: Employee Signature: Date: