Electrosonic

Sales

• Prepare and manage quotes for AV equipment, parts, box sales, and service-related requests.
• Support customer portal activity for equipment requests, quote submissions, box sales, purchase order follow-up, and required documentation.
• Review incoming requests for needed details such as part numbers, quantities, pricing, ship-to information, required dates, and customer purchasing instructions.
• Follow up with customers and internal stakeholders on quote approvals, documentation, and next steps.
• Enter and maintain accurate information in CRM and ERP systems, including customer requests, order details, job numbers, labor hours, budget allocations, and status updates.
• Coordinate internal order setup so customer purchase orders, quote documentation, job records, and order details are aligned before work proceeds.
• Maintain organized records and status visibility so Sales, Service Operations, Procurement, Logistics, and Finance can track current activity.
• Identify missing information, incomplete approvals, or other blockers and follow up until resolved.
• Work with Procurement to obtain vendor pricing, part availability, lead times, purchasing support, and order confirmations.
• Support purchase order creation, purchasing workflows, and vendor follow-up in accordance with internal processes.
• Coordinate with Logistics to track equipment shipments, delivery status, receiving confirmation, tracking information, and related documentation.
• Help ensure equipment is properly received in the system and associated with the correct job, order, or customer request.
• Support billing readiness by helping ensure customer purchase orders, quote approvals, receiving information, tracking details, and order documentation are complete.
• Coordinate with Finance and internal teams to resolve documentation gaps that could delay invoicing or order closure.
• Compile, update, and maintain sales reports, dashboards, order trackers, and internal status documents as needed.
• Serve as a coordination point between Sales, Service Operations, Procurement, Logistics, Finance, technical teams, vendors, and customers.

AV Service Sales Coordinator