The Inside Sales Coordinator is responsible for the execution of all required activities throughout the air filter project life cycle after award, to deliver a quality project/product to our customers, on time and within budget. This individual will focus on jobs involving Ketchum & Walton “furnish only” material jobs and filter service jobs.
Once K&W has been awarded an opportunity, the Inside Sales Coordinator becomes the key interface contact with the customer, vendor(s) & subcontractor(s), freeing up the Salesman to pursue additional opportunities. This individual will support projects within various K&W Markets Air Filtration Segments.
Key Responsibilities
In support of the growth of Ketchum & Walton, responsibilities will include but are not strictly limited to the following:
Project Execution
- Convert Quotes to orders and ensure proper delivery address/POC is coordinated with.
- Participate in turnover meetings with Sales Team to review the project details, customer info. and expectations, documents, terms, scope of work and all other pertinent information about the project and enter details into Sales Pad (SP)
- Set-up project folder within the file sharing platform & maintain sales pad entries throughout project completion
- Submittal process coordination (When Applicable)
- Review all project documents to identify any pitfalls or shortcomings within the opportunity – i.e. long lead-times; potential pricing increases due to long lead-time items; special warranties, etc. and make sure those are communicated to the customer.
- Work with manufacturers to obtain the appropriate submittal drawings and technical data sheets to send to the customer
- Issue product test reports & certifications after the factory sends
- Ensure approval of all required submittals (when applicable) prior to release of any K&W purchase orders
- Material Purchasing
- Issue K&W Purchase Orders to all vendors/manufacturers
- Work with K&W Warehouse Manager/team to coordinate all brokered freight shipping directly to the customer or provide tracking numbers to customer.
- Coordinate all internal deliveries/stored materials with the K&W warehouse manager & Customer
- Work with the customer on acquiring field measurements, prior to releasing materials, when required – i.e. custom filters, screens, etc – If, or when, site visits are not an option nor the information was obtained during the sales process.
- Send acknowledgements, tracking info and expected delivery dates to the customer for all orders.
- Update SP throughout the sales process, including initiating deposit invoices, progress invoices and final invoices
- Change Order Management
- Track, price, pursue, and execute ALL Change Order opportunities for additional service work above and beyond the originally agreed upon scope and coordinate with Sales Team to coordinate additional charges.
- Project Closeout
- Ensure that all required documentation has been released to close out projects.
- Ensure that final invoices have been issued and retainage (if applicable) received
- Confirm job completion and closeout in SP
- Provide Customer/end-user with required closeout docs – i.e. warranty(s), IO&M’s, Certificates, etc.
- Estimating Support
- Assist with pricing updates from vendors and manufacturers
- Assist with pricing sheets for specific customers, where special pricing has been promised and agreed upon
General
- SalesPad user support
- SalesPad batch que updates for order invoicing
- File electronic project documents on network or file sharing platform.
ADA/EEO Statement
Ketchum & Walton Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Physical Requirements:
This position will be performed in an office environment and will require the incumbent to sit and stand at a desk, communicate in person, virtually, and by telephone, and frequently operate standard office equipment such as telephone, computers, & printers. May need to lift 10-15 lbs, occasionally.
Our Mission
Ketchum & Walton Co. Co. is an employee-owned company that provides a home for committed, innovative, and driven individuals in a successful and entrepreneurial environment. We provide value to our clients through engineered solutions and product application in the areas of Air Filtration, Architectural and Interior Noise Control, HVAC equipment, and Vibration Isolation.
We partner with market leaders focused on continuous and never-ending improvement in research, development, and technology. We are committed to providing products, services, and solutions that will positively impact the bottom line through cost savings and efficiencies. We actively contribute to a cleaner, healthier, and more sustainable future by enhancing acoustics, promoting air purification, and optimizing energy consumption.
Our Vision
To cultivate and sustain a World Class, employee-owned (ESOP) company by actively contributing to a cleaner, healthier, and more sustainable future through our culture, processes, and technology.