Sales Support, Data Coordinator

Carrier

Sales Support & Data Coordinator ensuring sales efficiency by managing data workflows at Carrier. Involved in sourcing and organizing project documentation for the sales team.

Posted 6/29/2026full-timeRemote • Florida, New Jersey, North Carolina, Ohio, South Carolina • 🇺🇸 United StatesJunior💰 $64,500 - $129,500 per yearWebsite

About the role

Key responsibilities & impact

Source and gather RFPs, bid documents, and project details electronically from FTP drives, emails, and other sources.
Work with customers to ensure project data is accessible and Carrier is included in distribution
Ensure all necessary documentation is collected, categorized, and stored accurately for sales team review.
If necessary, serve as the point of contact for gathering updated or missing project documents and updating sales records.
Track RFP deadlines and coordinate with the sales team to ensure timely responses.
Input project details, RFPs, and sales opportunities into Salesforce, ensuring complete and accurate records.
Create and set up initial leads/opportunities in Salesforce so the sales team can quickly assess and qualify/disqualify potential deals.
Maintain clean, structured, and organized CRM records, reducing duplicate or Work closely with sales teams to ensure project data and documentation align with their needs.
Support sales team workflow improvements, ensuring smooth access to key documents and CRM data.
Ensure compliance with internal documentation policies and CRM best practices.

Requirements

What you’ll need

High School or GED
1+ Years of Experience in Data Entry, Sales support, or CRM administration
Associate’s Degree or Bachelor’s Degree.
Bachelor’s degree in business administration, Sales, or a related field (or equivalent experience)
Strong organizational skills and attention to detail in managing sales documents and data
Ability to work independently to source and compile project-related documents from multiple sources
Strong computer proficiency in Microsoft Office Suite (Excel, Outlook, Word) and internet browsers
Proficiency in Salesforce or other CRM platforms
Experience in B2B sales environments, commercial HVAC, construction, or industrial equipment industries.
Familiarity with FTP file management, bid/RFP processes, and procurement workflows.
Understanding of CRM automation and workflow optimization.
Strong communication skills to effectively coordinate with sales, operations, and project teams.
Self-motivated to achieve annual goals and objectives.
Strong interpersonal, writing, communication, and presentation skills.
Demonstrated ability to influence customer's key decision-makers.

Benefits

Comp & perks

Health Care Benefits : Medical, Dental, Vision
Wellness incentives
Retirement Benefits
Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
Disability : Short-term and long-term disability
Life Insurance and Accidental Death and Dismemberment
Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
Tuition Assistance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data EntryCRM AdministrationSalesforceMicrosoft Office SuiteFTP File ManagementBid/RFP ProcessesProcurement WorkflowsCRM AutomationWorkflow OptimizationSales Support

Soft Skills

Strong Communication SkillsInterpersonal SkillsSelf-MotivatedAttention to DetailWriting Skills

Certifications

High School Diploma or GEDAssociate’s DegreeBachelor’s Degree