Sales Proposals Coordinator

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Sales Proposals Coordinator

Department: Business Development

Main Location: Braintree

Reports to: Customer Service Manager

Direct Reports: None

The Main Purpose of the Job:

Providing timely quotations to customer enquiries, sales order processing, customer relationship management for the Swann Group of Companies

Duties Include:

  • To receive customer enquiries via the telephone or electronically and obtain as much information about the project as possible
  • Manage enquiries email in-box, respond to general enquiries, collect information to answer enquiries from other parts of the business and pass on where required.
  • Acknowledge quote requests to customers and provide relevant SLA to be quoted within.
  • Acknowledge and confirm PO receipts from customers
  • Set up electronic project files
  • Maintain and update spreadsheets/trackers
  • Log enquiries onto the Shared quote book and CRM
  • Provide the customer with a quotation within SLA
  • Proactively follow up the quote and secure a PO
  • Send the order documentation to Operations for order fulfilment
  • Add the sale to the shared works order book
  • Develop and enhance business relationships and reputation with existing clients
  • Maintain a comprehensive CRM commentary of activity and opportunity
  • Refer potential business to other business sectors
  • Prepare and send weekly Purchase Order report
  • Support Customer Service Manager, Business Development Director and Business Development Managers where needed
  • Proactively approach existing and potential clients with new promotions
  • Work with colleagues to improve the customer experience
  • Other duties appropriate to the level of this role


  • Proven Sales experience
  • Thorough analytical approach – good with details
  • Good engineering education or experience -able to read manufacturing drawings
  • Excellent communication and organisational skills
  • Computer literate and conversant in the use of software packages such as Office 365, CRM
  • Accurate data entry

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