Sales Support / CRM Coordinator

Sales Support / CRM Coordinator

Position Overview

Prestige Iron Doors & Glazing is looking for a highly organized, proactive Sales Support / CRM Coordinator to support our Sales and Supply Chain teams.

This role will own the administrative side of our sales and order process, including maintaining Monday.com, organizing customer and project information, preparing order documentation, tracking approvals and invoices, and ensuring information moves cleanly between Sales and Supply Chain.

The right person is detail-oriented, comfortable managing multiple projects, and naturally follows up when something is missing rather than waiting to be told.

Responsibilities

CRM / Monday.com

• Maintain accurate customer, dealer, opportunity, and order records in Monday.com.
• Enter and organize information from emails, quotes, calls, documents, and project communications.
• Keep statuses, contact information, required fields, and project details current.
• Identify and correct stale, incomplete, or missing information.
• Attach relevant documentation to project records.
• Conduct regular CRM audits and support Monday.com automations.

Order Administration

• Manage the administrative workflow once a customer is ready to place an order.
• Prepare and maintain complete order packets, including quotes, approved drawings, product selections, specifications, delivery information, and payment details.
• Coordinate electronic signatures and track customer approvals.
• Follow up on missing information or documentation.
• Ensure orders are administratively complete before handoff to Supply Chain.

Invoice Administration

• Request invoices from our accounting provider.
• Track outstanding invoice requests and follow up as needed.
• Maintain invoice and payment information in Monday.com.
• Keep Sales and Supply Chain informed of payment status.

Sales & Dealer Support

• Support Sales with quote administration, customer information, documentation, drawing requests, approvals, and routine customer correspondence.
• Maintain dealer records and assist with dealer onboarding.
• Help ensure important customer and project updates are properly documented and accessible.

What We’re Looking For

• Highly organized with strong attention to detail
• Proactive and comfortable following up with others
• Strong written and verbal communication
• Able to manage multiple projects and deadlines
• Comfortable researching information and solving routine issues independently
• Experience with CRM or project-management software; Monday.com experience is a plus
• Sales support, order administration, construction, logistics, or related experience is a plus

What Success Looks Like

Monday.com is accurate and reliable, orders are complete before handoff, invoices and approvals are tracked, missing information gets followed up on, and Sales and Supply Chain can focus on their core responsibilities without chasing administrative details.

Pay: $15.00 - $25.00 per hour

Expected hours: 30.0 per week

Benefits:

• Paid time off
• Professional development assistance

Work Location: Remote