Job FunctionA Sales Coordinator is responsible for the entire sales order fulfillment process, including management of customer orders from order entry point through punch list, providing support to sales personnel, and accurate and timely service to customers. Coordinates order entry, order management, factory interface and close-out of orders.Specific Responsibilities and DutiesCustomer ServiceCommunicates with customers regarding order status, punch list resolution and the scheduling of orders for delivery and installationProvides clarifications and answers for customer's questions regarding order issuesOrder PreparationOversees all customer projects and work orders; directs dealer team forimplementation of customer orders and service requestsAssists sales and project personnel in pricing, product research and technical order information (C.O.M. requirements, custom requirements, etc.)Assists sales with the preparation of the quotation; reviews quote and prints it for sales presentation to customerReviews and proofs order for basic information (ship to, bill to, contract number, ), accuracy and completenessEnters orders into computer system; sends purchase orders to manufacturersSales Order ManagementDisperses order information to appropriate internal and external personnel (sales staff, operations, customer, )Checks acknowledgments against order; resolves discrepancies with factory; sends acknowledgment tocustomer; verifies ship date withcustomerReviews receiving information from field operation and matches to order; resolves discrepancies before approval and sending to payables; enters receiving information into sales order systemInvoices customer for product delivered and work performed; verifies invoice amounts and balance to customer's P.O.Enters orders for punch list and warranty work; follows up to ensure all punch list work is done in a timely mannerWork Order ManagementPrepares work order packet and delivers packet to operationsProvides schedule information to dispatcherInitiates service quotes for deliveries, small orders and major orders (if required)File ControlMaintains master sales order and work order files, ensuring file is complete and up-to-dateProject/Account CoordinationInitiates and oversees deliveries and small installations; provides order management on all work, including large projectsAnalyzes order requirements, details scope of work, requests service pricing and schedules work with dispatcher for deliveries and small installationsInterfaces with factory on order status, current lead times, reservation of manufacturing for future/ project orders, specials requirements, O.M. requirements, etc.Communicates with customer on schedule of work, site requirements and project parameters for deliveries and small installationsManages factory interface and shipping coordination for all workOversees delivery and small installation task completionSales/Work Order Close-OutMaintains and files customer sign-offs for all assigned sales/work ordersInvoices for all product and service work for assigned sales/work ordersIs responsible for punch list resolution, including ordering product and initiating work orders; follows up to ensure timely completion of punch list workKnowledge/Skill RequirementsExcellent customer service and interpersonal skillsComputer literate (word processing, spreadsheets, project applications)Ability to work independently as well as in team applicationsStrong verbal and written communication skillsAbility to prioritize and manage multiple tasksExperience/EducationExperience in customer service and commercial furniture considered an assetProficiency in Microsoft Office suiteHigh school diploma or equivalent at minimum required

📌 Sales Coordinator (Calgary)
🏢 Heritage Business Interiors
📍 Calgary