Sales Coordinator

Operations Administrative Duties
Data entry: vendor setup and information audit, including sending Uniform Resale Certificates, W9 Retrieval, critical data entry in Salesforce/QBO
Basic Mockup Support and Data Entry
Purchase Order follow ups for receipt and ETA confirmation, data entry in Work Order/Purchase Order notes
Data entry: add vendor tracking details to Work Order/Purchase Order (daily)
Purchasing (daily) -eventually, if other tasks are mastered.

Sales Administrative Duties
Client setup including retrieving Uniform Resale Certificate (if applicable), sending W9 Forms and Salesforce and QBO Data Entry
Build presentations and source products from vendors, copying brand consultant
Inventory and Price Checks at Vendors by SKU, Size, Color, Quantity and Negotiated Rate
Lead, Account, and Work Order Reporting for Sales (scheduled)
Communicating status changes to clients (as needed by reps)

Financial Duties
General expense categorization in QBO (daily)
Summarize WO Costs (weekly)
Weekly expense overview, sending questions to management for not known charges
Can set up use with ---------- to match/create bills in QBO. Yes.

Executive Duties
Booking travel and coordinating transportation (as needed, PPAI, Planning Meeting, manager/owner travel)

Email monitoring and cleanup of promotional emails (daily)
Meeting requests, scheduling and calendar management
Assistance with various document management, data entry, and general administrative paperwork
Manage inbound and outbound phone calls? All inbound, then transfer to respective contact, few outbound, when necessary for specific information needed from vendors or clients.