Sales Support, Data Coordinator

Carrier

. Source and gather RFPs, bid documents, and project details electronically from FTP drives, emails, and other sources .

Posted 9/17/2026full-timeCharlotte • North Carolina • United StatesJunior💰 $64,500 - $129,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail in managing sales documents and data, with proficiency in Salesforce and Microsoft Office Suite. Capable of independently sourcing and compiling project-related documents while ensuring compliance with internal documentation policies.

Highest-signal resume keywords

Salesforce ProficiencyData Entry ExperienceStrong Organizational SkillsB2B Sales Environment ExperienceCRM Administration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryCRM AdministrationSalesforceDocument ManagementRFP ProcessesBid ManagementWorkflow OptimizationFTP File ManagementMicrosoft Office SuiteAttention to Detail

Soft Skills

Strong Communication SkillsInterpersonal SkillsSelf-MotivatedWriting SkillsPresentation Skills

Certifications & Qualifications

High School Diploma or GED

Industry Keywords

B2B SalesCommercial HVACConstructionIndustrial EquipmentProcurement Workflows

About the role

Key responsibilities & impact

Source and gather RFPs, bid documents, and project details electronically from FTP drives, emails, and other sources
Work with customers to ensure project data is accessible and Carrier is included in distribution
Collect, categorize, and accurately store documentation for sales team review
Serve as the point of contact for gathering updated or missing project documents and updating sales records when necessary
Track RFP deadlines and coordinate with the sales team to ensure timely responses
Input project details, RFPs, and sales opportunities into Salesforce
Create and set up initial leads and opportunities in Salesforce for sales qualification
Maintain clean, structured, and organized CRM records and reduce duplicates
Work closely with sales teams to align project data and documentation with their needs
Support sales workflow improvements and access to key documents and CRM data
Ensure compliance with internal documentation policies and CRM best practices
Support the Southeast Region

Requirements

What you’ll need

High School or GED
1+ years of experience in data entry, sales support, or CRM administration
Strong organizational skills and attention to detail in managing sales documents and data
Ability to work independently to source and compile project-related documents from multiple sources
Strong computer proficiency in Microsoft Office Suite (Excel, Outlook, Word) and internet browsers
Proficiency in Salesforce or other CRM platforms
Experience in B2B sales environments, commercial HVAC, construction, or industrial equipment industries
Familiarity with FTP file management, bid/RFP processes, and procurement workflows
Understanding of CRM automation and workflow optimization
Strong communication skills to coordinate with sales, operations, and project teams
Self-motivated to achieve annual goals and objectives
Strong interpersonal, writing, communication, and presentation skills
Demonstrated ability to influence customers' key decision-makers

Benefits

Comp & perks

Short-term cash incentives, subject to plan requirements
Medical, dental, and vision coverage
Wellness incentives
Retirement benefits
Paid vacation days, up to 15 days
Paid sick days, up to 5 days
Paid personal leave, up to 5 days
Paid holidays, up to 13 days
Birth and adoption leave
Parental leave
Family and medical leave
Bereavement leave
Jury duty leave
Military leave
Purchased vacation
Short-term and long-term disability
Life insurance and accidental death and dismemberment
Health Savings Account
Health Care Spending Account
Dependent Care Spending Account
Tuition assistance
Hybrid work arrangement