Sales Coordinator

We provide comprehensive mechanical contracting and maintenance services for commercial, industrial, and institutional projects. Our expertise includes office buildings, hospitals, colleges and universities, telecommunications, schools, warehouses, industrial facilities, and more.

About Us:

EMCOR Services Fagan provides comprehensive mechanical contracting, and maintenance services for commercial, industrial, and institutional projects. This includes office buildings, hospitals, colleges and universities, telecommunications, schools, warehouses, and industrial facilities.

We have a proven team of professionals who possess the specialized experience, knowledge, and expertise to construct a variety of complex, high profile, state-of-the-art facilities that consider clients' specific and immediate mechanical needs.

Job Title:  Sales Assistant – Marketing, CRM & Data Support

Job Summary: We are seeking a detail-oriented and tech-savvy Sales Coordinator to join our Kansas City, KS headquarters. This role will support the Sales Team by managing CRM data, generating insights through Power BI, coordinating with field teams using XOi Vision, and assisting with marketing initiatives. The ideal candidate will be comfortable working across platforms and collaborating with multiple departments to streamline sales operations and customer engagement.

Essential Duties and Responsibilities: 

Note: This is not intended to be a comprehensive list. Managers may assign additional responsibilities.

 

• Maintain and update customer records in Microsoft Dynamics CRM
• Assist in tracking and reporting sales activities, opportunities, and pipeline metrics
• Generate dashboards and reports using Power BI to support sales forecasting and performance analysis
• Coordinate with field technicians and service teams using XOi Vision for job documentation and customer communication
• process quotes, proposals, and purchase orders for job set up
• Support Sales Team with:
• Subcontractor coordination and pricing
• Process quotes, proposals, and purchase orders for job set up
• New Customer Set Up
• CRM/Dynamics Reports
• Support Proposals and Estimating
• Help maintain relationships with customers as required
• Provide administrative support for sales meetings and presentations
• Manage bid/procurement portals
• Create and distribute marketing materials, including flyers and promotional content
• Coordinate and execute email marketing campaigns using CRM tools
• Support planning and logistics for customer-facing events, trade shows, and internal sales initiatives

 

Qualifications: 

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Experience with Microsoft Dynamics CRM or similar platforms including Power BI
• Familiarity with XOi Vision or willingness to learn quickly
• Strong organizational and communication skills
• Ability to manage multiple tasks and prioritize effectively
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• HVAC industry experience preferred but not required
• AS400 experience a plus

 

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As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled

Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine.

EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.