Sales Coordinator - Marketing, CRM &data Support

Sales Coordinator- Marketing, CRM & Data Support

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 Coordinator- Marketing, CRM & Data Support

Job Summary: We are seeking a detail-oriented and tech-savvy Sales Assistant 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:

• 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
• Help maintain relationships with customers as required
• Provide administrative support for sales meetings and presentations
• 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

Education and/or Experience:

• Experience with Microsoft Dynamics CRM or similar platforms including PowerBI
• 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

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for 4 – 8 hours, stand for 1 hour, see 20/20 with correction, able to carry on a normal conversation, and hear. The employee is frequently required to use hands to, handle, or feel. The employee is occasionally required to walk, reach with hands and arms, climb or balance and stoop, kneel, crouch, or crawl. The employee may regularly lift and/or move up to twenty-five pounds. The employee must be able to drive and climb stairs and ladders. While performing the duties of this job, the employee may be occasionally required to commute to field locations by land or air.

Fagan Standards of Success:

• Attitude of Safety First
• Work Ethic of loyalty, integrity, pride, perseverance, accountability, respect and teamwork
• Strong detail orientation
• Strong ambition and highly motivated to succeed
• Desire to continuously improve
• Represents company in a positive and professional manner
• Maintains positive attitude and morale
• Interacts effectively with all members of the organization and all outside associates
• Thinks strategically and takes into account long-term implications of one's actions
• Constantly analyzes for ways to improve individual and/or company performance

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.

We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled.