National Sales Support Representative

About CDI: 

CDI is the nation’s fastest curb manufacturer in the HVAC industry. We are a nation-wide company with manufacturing facilities located in the suburbs of Minneapolis, Dallas, Seattle, Charlotte, and Phoenix. Today CDI leads the curb adapter industry with the fastest lead times & the most curbs manufactured annually. We’ve gained this success by continuing to focus on CDI’s core values: FAST – EASY – FUN - COMMUNITY - GROWTH

Position Summary:

We are seeking a highly organized and customer-focused Sales Support Representative to provide comprehensive administrative and logistical support to the plant's Regional Sales Representatives. This role is essential for streamlining the sales process for National Sales accounts, ensuring accurate order entry, and maintaining strong client relationships. The ideal candidate will be detail-oriented, proficient in order management systems, and capable of managing multiple priorities in a fast-paced environment. Duties include preparing quotes, processing orders, coordinating with plant production and logistics, and managing customer inquiries for the National Account Sales Team.

ESSENTIAL FUNCTIONS

• Process and manage all incoming customer orders for the National Account Sales Team’s territory, ensuring accuracy of product specifications, pricing, and delivery details.
• Generate, track, and follow up on sales quotes, proposals, and bids in collaboration with the National Sales Representative (NSR).
• Serve as the primary internal contact for national account sales customer inquiries regarding order status, product availability, shipment tracking, and timelines.
• Coordinate directly with the Plant Production Manager and Logistics Coordinator to ensure manufacturing and local shipping schedules align with customer commitments.
• Maintain accurate and up-to-date customer records, sales pipeline data, and order history within the CRM and company management systems.
• Manage sales correspondence, including preparing product submittals, sales packets, and technical documentation for national client use.
• Process and track sample requests, coordinating preparation and shipment to regional customers and prospects.
• Assist with sales reporting, including compiling weekly/monthly sales figures and performance metrics specific to the National Accounts team.

DAILY TASKS

• Review and process new sales orders and change requests 
• Communicate daily with the plant's production and logistics teams regarding order status and local schedules.
• Respond to National Account customer and sales team emails and phone calls regarding quotes and open orders.
• Update sales reports and dashboards with the latest regional order and delivery information.
• Prepare documentation (e.g., Certificates of Compliance, submittals) required for local projects.
• Ensure all sales files and physical documentation for the National Account Sales are organized and audit-ready.

• Proven experience (2+ years preferred) in a sales support, customer service, or administrative role, preferably in a B2B setting.
• Strong proficiency with order processing software, CRM systems (e.g., Salesforce), and Microsoft Office Suite (especially Excel).
• Excellent verbal and written communication skills and a professional, patient demeanor.
• Strong organizational skills, with the ability to manage multiple tasks and strict deadlines.
• Demonstrated application of CDI, Inc. core values FAST, FUN, EASY, COMMUNITY and GROWTH.
• Basic knowledge of manufacturing or construction industry terminology is a plus.

WORKING CONDITIONS / PHYSICAL DEMANDS

1. Primarily office-based work, with prolonged periods of sitting and computer use.

2. Occasional movement to the production floor to coordinate order/shipment status.

3. Ability to lift up to 10 pounds occasionally (files and office supplies).

4. Professional office environment with minimal exposure to manufacturing elements.