Sales Administrator
Palmetto, FL
Full Time
Mid Level
Service & Preconstruction Sales Administrator
Location: Sarasota, FL
Join a Legacy of Excellence
Ackerman Plumbing is seeking an experienced and driven Service & Preconstruction Sales Administrator to support the operational engine behind our sales and preconstruction efforts.
This role provides operational, analytical, and coordination support to both the Vice President of Sales & Business Development and the Vice President of Preconstruction, ensuring the entire acquisition engine—from lead generation through bid submission—operates with discipline, accuracy, visibility, and accountability.
The position owns CRM integrity (HubSpot), pipeline and bid reporting, forecasting support, calendar coordination, networking logistics, and KPI tracking to support profitable and predictable growth across both Service and Construction divisions.
If you are looking for a long-term opportunity with a company that values expertise, leadership, and quality, we encourage you to apply and become part of our legacy of excellence.
About Ackerman
Family-owned and operated since 1946, Ackerman Plumbing has proudly provided expert craftsmanship across four generations. Our projects range from hospitals and hotels to educational institutions and museums, consistently setting industry standards for quality and reliability.
Our company built its reputation on the belief that our customers deserve nothing less than the "World’s Greatest Plumbers."
Benefits
Position Overview
The Service & Preconstruction Sales Administrator ensures the front end of the business operates with structure, visibility, and accountability.
This role manages CRM integrity, pipeline reporting, pursuit tracking, forecasting infrastructure, and coordination between Sales and Preconstruction teams. The position is foundational to building a disciplined acquisition engine that supports profitable growth and consistent project wins.
This is a strategic operations role, not a clerical position, and plays a key part in professionalizing the company’s business development and pursuit processes.
Primary Responsibilities
Pipeline & Opportunity Management
Bid & Preconstruction Coordination
CRM Ownership & Data Integrity
Forecasting & Reporting Infrastructure
Calendar & Meeting Coordination
Networking & Business Development Support
Administrative & Operational Support
Travel Requirements
This position requires occasional regional travel to project sites within Florida.
A company vehicle and gas card are provided for all business-related travel. Candidates must possess a valid driver’s license and maintain a clean driving record. Overnight travel is rare but may be necessary for certain projects.
Qualifications
Proficiencies
Equal Employment Opportunity Statement
Ackerman Plumbing is an Equal Opportunity Employer. We are dedicated to building a diverse and inclusive workforce where all employees are valued, respected, and empowered to contribute to our shared success. We do not discriminate based on race, color, religion, gender, national origin, disability, veteran status, or any other legally protected status.
Location: Sarasota, FL
Join a Legacy of Excellence
Ackerman Plumbing is seeking an experienced and driven Service & Preconstruction Sales Administrator to support the operational engine behind our sales and preconstruction efforts.
This role provides operational, analytical, and coordination support to both the Vice President of Sales & Business Development and the Vice President of Preconstruction, ensuring the entire acquisition engine—from lead generation through bid submission—operates with discipline, accuracy, visibility, and accountability.
The position owns CRM integrity (HubSpot), pipeline and bid reporting, forecasting support, calendar coordination, networking logistics, and KPI tracking to support profitable and predictable growth across both Service and Construction divisions.
If you are looking for a long-term opportunity with a company that values expertise, leadership, and quality, we encourage you to apply and become part of our legacy of excellence.
About Ackerman
Family-owned and operated since 1946, Ackerman Plumbing has proudly provided expert craftsmanship across four generations. Our projects range from hospitals and hotels to educational institutions and museums, consistently setting industry standards for quality and reliability.
Our company built its reputation on the belief that our customers deserve nothing less than the "World’s Greatest Plumbers."
Benefits
- Competitive Salary commensurate with experience
- Paid Time Off and 9 Paid Holidays
- Comprehensive Health, Vision, and Dental Insurance
- 401(k) Retirement Plan with 4% Company Match
- Access to the Latest Technology and Project Management Tools
- Ongoing Professional Development and Career Advancement Opportunities
- A collaborative, supportive work environment that fosters excellence
Position Overview
The Service & Preconstruction Sales Administrator ensures the front end of the business operates with structure, visibility, and accountability.
This role manages CRM integrity, pipeline reporting, pursuit tracking, forecasting infrastructure, and coordination between Sales and Preconstruction teams. The position is foundational to building a disciplined acquisition engine that supports profitable growth and consistent project wins.
This is a strategic operations role, not a clerical position, and plays a key part in professionalizing the company’s business development and pursuit processes.
Primary Responsibilities
Pipeline & Opportunity Management
- Maintain real-time accuracy of all Service and Construction opportunities in HubSpot
- Ensure proper deal staging, qualification, and documentation
- Track service agreements, recurring revenue opportunities, and project pursuits
- Monitor pursuit status (budget, design-assist, hard bid, negotiated)
- Identify stale opportunities and qualification gaps
- Support margin discipline by ensuring opportunities align with target profiles
Bid & Preconstruction Coordination
- Maintain master bid log and pursuit tracker
- Track bid dates, RFP deadlines, addenda, and submission requirements
- Coordinate internal bid meetings and pursuit strategy sessions
- Assist with proposal assembly and document organization
- Ensure handoff documentation from Preconstruction to Operations is complete
- Track pre-bid qualifications and required documentation
CRM Ownership & Data Integrity
- Serve as HubSpot CRM champion across Sales and Preconstruction teams
- Audit contacts, companies, deal stages, revenue projections, and close dates
- Maintain reporting dashboards including:
- Pipeline value
- Qualified pipeline
- Win rates
- Bid-hit ratio
- Margin trends
- Support automation workflows and reporting improvements
- Train team members on CRM standards and usage expectations
Forecasting & Reporting Infrastructure
- Produce weekly acquisition reporting including:
- Service pipeline
- Construction pursuits
- Booked work
- Forecasted revenue
- Margin indicators
- Support quarterly forecasting processes
- Track conversion ratios and sales velocity
- Align reporting with Finance to support EBITDA-focused growth
Calendar & Meeting Coordination
- Coordinate calendars for the VP of Sales and VP of Preconstruction
- Schedule client meetings, pre-bid meetings, networking events, and internal strategy sessions
- Prepare meeting materials and follow-up documentation
- Track action items from sales and pursuit meetings
- Maintain visibility into key client touchpoints
Networking & Business Development Support
- Coordinate industry events, sponsorships, and trade associations
- Track participation in organizations such as MCAA, PHCC, Chambers, and other industry groups
- Maintain master networking calendar aligned with business development goals
- Ensure post-event follow-up occurs within 72 hours
- Support client entertainment and relationship-building logistics
Administrative & Operational Support
- Assist with proposal formatting and submission compliance
- Maintain organized digital files for sales and preconstruction activities
- Track RFPs, RFQs, and qualification documents
- Coordinate marketing materials and project sheets
- Provide executive support to Sales and Preconstruction leadership
- Perform other duties as assigned to support overall project and company success
Travel Requirements
This position requires occasional regional travel to project sites within Florida.
A company vehicle and gas card are provided for all business-related travel. Candidates must possess a valid driver’s license and maintain a clean driving record. Overnight travel is rare but may be necessary for certain projects.
- Commitment to excellence, safety, and customer satisfaction
Qualifications
- 3–5 years of experience in sales administration, bid coordination, or business development support
- Strong experience with HubSpot or similar CRM platforms
- Experience supporting construction, mechanical, or trade services organizations preferred
- Advanced Excel and reporting skills
- Strong organizational and document control capabilities
- Ability to manage multiple deadlines and priorities
- Professional communication and executive support skills
- Other duties as assigned.
Proficiencies
- Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- CRM platforms (HubSpot preferred)
- Pipeline reporting and forecasting tools
- Bid tracking and document management systems
Equal Employment Opportunity Statement
Ackerman Plumbing is an Equal Opportunity Employer. We are dedicated to building a diverse and inclusive workforce where all employees are valued, respected, and empowered to contribute to our shared success. We do not discriminate based on race, color, religion, gender, national origin, disability, veteran status, or any other legally protected status.
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