Sales Coordinator

Job Description

Job Description

Company Introduction

Tri-State Energy (TSE) is a 40-year client-focused energy solutions provider committed to delivering engineering-driven strategies that improve facility performance, reduce operational and maintenance costs, and provide long-term reliable solutions by seamlessly combining technical engineering with project implementation. We focus on providing energy engineering and MEP contracting support for facility optimization and decarbonization initiatives. We are growing and looking to hire dedicated, industry-qualified candidates at all experience levels to grow with our company.

Position Summary
We are searching for a dynamic

Sales Coordinator

to join our team in Woodbridge, N.J. This person provides essential administrative and operational support to the sales team by managing documentation, coordinating customer communications, and assisting with sales-related processes. This role plays a key part in keeping deals moving forward by ensuring information is complete, accurate, and properly tracked.
The ideal candidate is highly organized, detail‑oriented, responsive, and comfortable interacting with customers and internal team members in a fast‑paced environment.

Key Responsibilities
Document Collection & Organization
Request and collect documentation from customers as needed
Organize, label, and upload files into internal systems and CRM tools
Ensure documents are complete, accurate, and properly categorized
Application & Form Support
Complete and submit required applications and internal forms as part of the sales qualification process
Proactively follow up with customers to obtain missing information
Track submission status and ensure timely completion
DocuSign & Document Execution
Prepare and send documents using the sales team’s DocuSign account
Monitor document completion and follow up as needed
Sales & Customer Coordination
Confirm and coordinate meetings on behalf of sales representatives
Provide customers with updates upon request
Edit or modify proposals as directed by the sales team (e.g., removing pricing when required)
RFP & Opportunity Monitoring
Monitor public bid and RFP platforms to identify relevant opportunities
Flag applicable opportunities and deadlines for sales team visibility
Presentation & Writing Support
Assist with drafting, editing, and formatting professional PowerPoint presentations
Support sales and leadership teams with written materials and presentation preparation

Qualifications
1–3 years of experience in

Sales Support, Sales Administration, or Administrative Support
Strong organizational skills and attention to detail
Comfortable communicating with customers via email and phone
Ability to manage multiple priorities and deadlines
Proficiency in:

Microsoft Office (Outlook, Word, Excel, PowerPoint)
DocuSign or similar e‑signature tools

Experience working with CRM systems (HubSpot preferred)
Strong written and verbal communication skills

Preferred Skills
Experience supporting a high‑volume or fast‑paced sales team
Familiarity with proposal workflows, document management, and internal approval processes
Ability to work independently while collaborating closely with sales leadership

Physical Demands of the job
While performing the duties of this job, the employee is occasionally required to stand; sit, walk, climb, balance, stoop, kneel, crouch or crawl; use hands to finger, grasp, or feel objects; reach with hands and arms; push or pull; talk and hear; use repetitive motions.
The employee may be required to lift and/or move up to 20 pounds and occasionally lift and/or move up to 25 pounds and/or sit for long periods of time.
The employee must have visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading and visual inspections of site plans.

Diversity
TSE is an equal-opportunity employer committed to diversity and inclusion in the workplace. TSE prohibits discrimination and harassment of any kind based on age, race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, age, marital status, gender, gender identity or expression, veteran status, or any other protected characteristic as outlined by federal, state or local laws.
TSE is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. TSE is a drug-free workplace.

Why work with us?
Medical, vision, dental insurance and much more
Competitive compensation
401(k) with company match
Company-provided life insurance, short- and long-term disability
Health Savings Account (HSA)
Education reimbursement program with management approval
Annual paid time off
Observance of 8 days off for Holidays
Opportunities for advancement and development

Work Schedule
Monday through Friday, 8:30 a.m. to 5:30 p.m. in office, though some work will occur outside of regular work hours.
Occasional weekends and/or on call requirement as needed.
Some travel on occasion may be required.