Sales Coordinator

Job description

Description 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 You’ll Do: - Maintain opportunity and job records in our CRM (STEAM) — keeping status, notes, and follow-up dates current - Manage the team’s 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 structu...