C&C Lift Truck, Inc. · 2 months ago
Sales Operation Coordinator
C&C Lift Truck, Inc. is a leading forklift dealership in the Tri-State area, seeking a Sales Coordinator to provide critical administrative and operational support to the field sales team. The role involves managing sales processes, ensuring accurate documentation, and facilitating communication between various departments to enhance customer satisfaction.
AutomotiveManufacturingMechanical DesignMechanical Engineering
Responsibilities
Coordinate the Sales Team by preparing documents and communicating relevant information
Maintain accurate and up-to-date CRM data in Salesforce, including opportunities, customer accounts, and sales pipeline tracking
Create, update, and monitor reports and dashboards in Salesforce for management review
Support the Controller in ensuring all sales are properly documented for audit and compliance purposes
Ensure the adequacy of all sales-related equipment, materials, and resources
Handle the processing of all orders with accuracy and timeliness, ensuring all paperwork is complete and compliant
Coordinate completion of all equipment sales from quote to delivery — including review, audit, invoicing, and delivery follow-up
Order new and used forklifts and attachments through vendors in EBS
Maintain serialized digital inventory of new and used equipment, ensuring all unit records are accurate and up to date
Maintain and file digital and physical sales folders with accurate, complete information
Manage pricing sheets, sales agreements, and trade-in documentation
Prepare and distribute internal order confirmations and communicate with accounting for invoicing and deposits
Respond to inquiries and complaints from customers, providing after-sales support as needed
Keep sales team informed of order progress, delays, or issues, ensuring a positive customer experience
Maintain vendor relationships for equipment ordering, warranty claims, and documentation
Support dealer and manufacturer reporting and warranty registration processes
Act as a reliable point of contact for the Sales Team, facilitating communication with Service, Parts, and accounting departments regarding pending, active, and archived sales
Assist when needed for onboarding and training new Sales Department hires
Assist with meeting coordination, internal reporting, and communication of updates from management to the Sales Team
Assist the President and Controller with assigned projects and administrative tasks
Participate in continuous improvement initiatives to streamline sales processes and enhance customer satisfaction
Qualification
Required
High School Diploma or certified equivalent required
Proven experience in sales support, administration, or coordination — preferably in industrial equipment, material handling, or similar B2B environments
Prior experience using CRM systems (Salesforce preferred) and ERP/order management platforms
Ability to understand and communicate basic forklift and equipment specifications after training
Strong computer literacy, with proficiency in Windows, Microsoft Office Suite (Excel, Word, Outlook, Teams, PowerPoint), and familiarity with Salesforce CRM and Next for Windows software
Ability to quickly learn new business applications, digital tools, and reporting systems
Comfortable maintaining and updating digital records, spreadsheets, and CRM databases with accuracy
Exceptional attention to detail and organizational skills
Strong written and verbal communication abilities for both internal and external correspondence
Solid problem-solving and critical-thinking skills with the ability to prioritize multiple tasks in a fast-paced environment
Well-organized and responsible with the ability to manage deadlines and maintain accuracy under pressure
Demonstrated team collaboration and independent work capabilities
Effective negotiation and conflict-resolution skills — able to bring people together and maintain professionalism under pressure
Positive attitude, high level of dedication, and a commitment to providing excellent customer service
Proficiency in English, both spoken and written; bilingual abilities (especially Spanish) are a plus
Ability to sit for extended periods of time and perform repetitive computer-based tasks
Ability to walk up and down stairs and move between office areas and warehouse as needed
Must hold a valid driver's license and have reliable transportation for occasional off-site tasks or training
Ability to work in the office: Monday – Friday from 8:00 am to 5:00 pm
Preferred
Associate's or bachelor's degree in business administration, marketing, or a related field is a plus
Benefits
Eligibility for overtime with management approval *(non-exempt positions only)*
Paid holidays after six months of employment
1 week PTO time after one year of employment, thereafter, following the PTO outlined in the employee handbook
Earned sick leave per year up to 40 hours as outlined in the employee handbook
Optional Medical & Dental Benefits
Optional 401(k) plan – quarterly based enrollment
Company
C&C Lift Truck, Inc.
C&C Lift Truck Inc.
Funding
Current Stage
Growth StageCompany data provided by crunchbase