Sales Desk Coordinator

Job DescriptionJob Description

Job Description: Sales Desk Coordinator

Location: Columbia, MD

Positions: 1 (Exempt)

Reporting to: Director of Strategic Accounts

About Us:

At Tate we are passionate about everything we do. As an independent brand operating within Kingspan Group, a global plc group of companies, Tate has been recognized worldwide as an industry leader in the development and manufacture of data center infrastructure solutions and commercial office raised access floors, for over 60 years. With revenues of over $600m and growing, Tate plays a pivotal role in offering expertise in cutting edge design engineering in order to craft solutions, by working collaboratively with clients as a trusted partner.

Tate continues to grow and expand, operating multiple manufacturing and commercial sites across the US, Europe, the Middle East, Asia, and Australia. We are excited about our fresh, dynamic, and inclusive team of experts working on new innovations and forward-thinking designs, as we remain a market leading player within our industry. We continue to invest heavily in the best available manufacturing tools and equipment needed to adhere to Tate’s world class standards and in keeping with our Planet Passionate sustainability strategy, our focus is on having minimal climate impact.

We are excited to potentially welcome you as part of our team as we continue to grow on a worldwide scale.

About the Role

The Sales Desk Coordinator plays a critical role in enabling sales effectiveness, operational rigor, and data transparency across the commercial organization. This role serves as the centralized intake and coordination point for all quote and proposal activity, ensuring speed, consistency, data integrity, and visibility throughout the quote lifecycle.

This position will act as the gatekeeper of Salesforce data quality within the quote and proposal phase, partnering closely with Sales, Estimating, Engineering, and Systems to streamline workflows, eliminate friction, and support scalable growth. This role is foundational to the Sales Desk initiative and broader Salesforce adoption strategy.

What You’ll Do

• Sales Desk Intake & Governance
• Serve as the primary intake point for all quote and proposal requests submitted through Salesforce.
• Review incoming requests to confirm completeness, accuracy, and alignment with defined submission requirements.
• Validate that opportunities are not duplicates and ensure proper project and account structure within Salesforce.
• Serve as the sole role authorized to merge, edit, or resolve duplicate records within the system.
• Maintain data hygiene and enforce Salesforce standards to preserve reporting integrity and trust.

• Quote & Proposal Coordination
• Coordinate handoffs between Sales, Estimating, and Engineering following approved workflows.
• Ensure quote requests are routed promptly to the appropriate estimating resources based on scope and complexity.
• Track quote progress, cycle time, and bottlenecks from submission through delivery to sales.
• Support standardized proposal using Salesforce templates, pre populated letterhead, and approved disclaimers.
• Ensure completed quotes are returned to sales in a timely and consistent manner.

• Salesforce Enablement & Visibility
• Act as a day-to-day Salesforce power user within the Sales Desk function.
• Ensure all quote related activity is captured and tracked within Salesforce.
• Partner with Salesforce leadership to support workflow enhancements, dashboards, and reporting tied to quote performance.
• Support adoption by reinforcing Salesforce as the single system of record for customer, project, and opportunity data.

• Cross Functional Collaboration
• Serve as a central point of coordination between Sales, Estimating, Engineering, Finance, Marketing, and Systems.
• Participate in recurring Sales Desk and initiative working sessions to surface issues and improvement opportunities.
• Support change management by reinforcing new processes and helping teams navigate transitions.

• Performance Tracking & Continuous Improvement
• Track and report key performance metrics including quote cycle time, rework, backlog, and throughput.
• Surface trends, risks, and opportunities for process improvement.
• Contribute to the development of SOPs and scalable operating models as the Sales Desk matures.

Additional Expectation

• Remain compliant with the Code of Conduct and Policies which includes the Kingspan Group Compliance Policy.
• Ensure that all duties related to product compliance are adhered to in accordance with the Product Compliance Policy, Laws, Regulations, and market demands.
• Responsible for all tasks to achieve compliance goals and demands of the Compliance Management System.
• Must raise concerns related to the Compliance Management System to their supervisor, manager, or any member of the Leadership Team, or through the confidential whistle blower service.

What You’ll Bring

• Bachelor’s degree or equivalent professional experience required.
• 3–5 years of experience in sales operations, commercial coordination, estimating support, or a similar role.
• Strong working knowledge of Salesforce or comparable CRM platforms required.
• Exceptional organizational skills with the ability to manage multiple requests and priorities simultaneously.
• High attention to detail and strong data discipline.
• Comfort working cross functionally and communicating with both sales teams and technical partners.
• Experience in manufacturing, construction, engineering, or project-based sales environments .

Key Attributes for Success

• Highly structured and process-oriented mindset.
• Comfort acting as a gatekeeper and enforcing standards.
• Strong sense of ownership and accountability.
• Ability to balance speed with rigor.
• Proactive, solutions-oriented approach to problem solving.
• Trusted partner to sales without acting as a bottleneck.

What You’ll Get

• Pay range: $75000 USD to $90000 USD. This role is eligible for a discretionary bonus.

• Career Scope and Advancement: As we grow, new positions and career opportunities arise, offering accelerated paths for the right candidates, locally and globally.
• World of Wellness Philosophy: We empower you to take charge of your health and well-being. You’ll have access to a wide range of medical, dental, and vision benefits, along with personalized guidance from a “Health Advocate.” We also offer other supplemental options, including 401k, legal, , and theft insurance, to ensure your financial wellness.
• Corporate Social Responsibility: Through Planet Passionate we are determined to reduce our manufacturing carbon (CO2e) emissions to as close to zero as technically possible, together with halving carbon intensity in our primary supply chain. We are very involved in our community, and you will have ample opportunities to support us in creating a better world.
• Skills Development: Given the dynamic pace of our business and a strong collaborative environment, your new role will be diverse and multifaceted – allowing you to be more versatile and develop a broader skill set.
• Mentorship and development: At Tate, we don’t believe in hierarchy; we work together as one team for one common goal. You will have access and exposure to our senior leaders and experts for learning in your role, and additional mentorship for the future.
• Culture: We have a great team of culture, highly collaborative, supportive, and social skills. Together we innovate, collaborate, take ownership, and strive for excellence.

Stay connected with us on LinkedIn for insights into life at Tate. Join us in our mission to make a difference through exceptional solutions.

Tate Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics. We are committed to providing reasonable accommodations to qualified individuals with disabilities. Employment may be contingent upon completion of post-offer requirements in accordance with applicable law.