General Field Sales & Account Management - Experienced Professional (Finance)
For this U.S. based position, the expected compensation range is $53,120,00 - $ 79,680 per year plus uncapped commissions
The compensation range for this full-time position applies to candidates located within the United States. Our salary ranges are determined by reviewing roles of similar responsibility and level. Within the salary range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training.
Schneider Electric also offers a comprehensive benefits package to support our employees, inclusive of medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks (credits to apply towards your benefits) flexible work arrangements, paid family leaves, 401(k) + match, well-being and recognition (including service anniversary) programs, 12 holidays per year, 15 days of paid time off per year (pro-rated in the first year of employment based on start date), opportunity to purchase company stock (eligibility depends on start date), and military leave benefits.
The Sales Ops Support plays a critical role in supporting the sales lifecycle for construction/service projects, from bid management through booking and opportunity tracking. This position ensures smooth coordination between sales, operations, legal, and pre-construction teams, while maintaining accurate documentation and systems updates across platforms like Salesforce, Studio 360, and bFO.
Key Responsibilities:
Bidding Support
- Receive and process bid requests from mechanical, electrical, and general contractors.
- Maintain and update the bid board utilizing bFO.
- Route bid requests to appropriate account managers.
- Coordinate support requests with Pre-construction and Inside Sales teams.
- Distribute proposals to bidders and update bidder lists in bFO.
- Assist in preparing proposal documentation, especially for large-scale construction projects.
Sales Booking
- Process sales orders and purchase orders.
- Assemble and submit booking packages.
- Initiate legal review requests for contracts.
- Follow up on Insurance requirements or COI's
- Schedule sales-to-operations turnover meetings.
- Update bFO with final booking details including contract, pricing, and close dates.
- Upload signed contracts and ensure proper documentation is in Studio 360 and BFO.
Opportunity Management
- Enter and manage opportunities in Salesforce and Studio 360 with complete details.
- Log opportunities in bFO with contact information, relationship mapping, value, and expected close dates.
- Submit support requests for Pre-construction and Legal teams.
- Participate in monthly forecast reviews with Account Managers.
- Manage bid invitations and RFPs to ensure proper routing and follow-up.
- Track contract reviews, legal approvals, and insurance certifications.
- Track QLK and opportunities in SmartSheet for projects over $1M
- Schedule and support sales-to-operations turnover processes.
Administrative & Miscellaneous
- Coordinate customer events and assist with meeting preparation and presentations.
- Build and maintain a repository of key documents, proposals, and budgets.
- Manage expense submissions and maintain the bookings Smartsheet.
- Follow up on missing documentation and ensure data accuracy.
- Serve as an expert user of the Sales Conversation Tool and Copilot.
Qualifications:
- Experience in construction sales administration or project coordination preferred.
- Proficiency in Salesforce, Studio 360, and bFO.
- Strong organizational and communication skills.
- Ability to manage multiple priorities and work cross-functionally.
Bidding
- Receive bid requests from mechanicals, electricals, and general contractors (GCs).
- Maintain a bid board (potentially using bFO).
- Route bid requests to the assigned account manager.
- Submit support requests for Pre-con or Inside Sales as needed.
- Distribute proposals from the sales team to bidders.
- Update bFO with bidder lists.
- Assist in creating proposal documentation (especially for large construction projects).
- Process sales orders and purchase orders.
- Assemble booking packages in bFO.
- Submit legal review requests for contracts.
- Schedule sales-to-operations turnover meetings.
- Update bFO with final booking details (contract, price, close date).
- Upload signed contracts to bFO.
- Enter opportunities into Salesforce and Studio 360 with full details.
- Log opportunities in bFO with contact info, relationship map, value, and close date.
- Submit support requests for Pre-con and Legal.
- Participate in monthly forecast reviews with Account Managers.
- Manage bid invitations and RFPs to ensure proper routing.
- Follow up on contract reviews, legal approvals, and insurance certifications.
- Ensure QLKs are launched with proper approvals.
- Collate and prepare booking packages.
- Schedule sales-to-ops turnovers.
- Help coordinate customer events.
- Assist with customer meeting prep and presentations.
- Build a repository and Store key documents, proposals, and budgets.
- Manage expense submissions. Maintain the bookings Smartsheet and follow up on missing items.
- Be an expert at Sales Conversation Tool, and Copilot
You must submit an online application to be considered for any position with us. This position will be posted until filled.
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric - apply today!
€36 billion global revenue
+13% organic growth
150 000+ employees in 100+ countries
#1 on the Global 100 World's most sustainable corporations
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.For this U.S. based position, the expected compensation range is $53,120,00 - $ 79,680 per year plus uncapped commissions
The compensation range for this full-time position applies to candidates located within the United States. Our salary ranges are determined by reviewing roles of similar responsibility and level. Within the salary range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training.
Schneider Electric also offers a comprehensive benefits package to support our employees, inclusive of medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks (credits to apply towards your benefits) flexible work arrangements, paid family leaves, 401(k) + match, well-being and recognition (including service anniversary) programs, 12 holidays per year, 15 days of paid time off per year (pro-rated in the first year of employment based on start date), opportunity to purchase company stock (eligibility depends on start date), and military leave benefits.
The Sales Ops Support plays a critical role in supporting the sales lifecycle for construction/service projects, from bid management through booking and opportunity tracking. This position ensures smooth coordination between sales, operations, legal, and pre-construction teams, while maintaining accurate documentation and systems updates across platforms like Salesforce, Studio 360, and bFO.
Key Responsibilities:
Bidding Support
- Receive and process bid requests from mechanical, electrical, and general contractors.
- Maintain and update the bid board utilizing bFO.
- Route bid requests to appropriate account managers.
- Coordinate support requests with Pre-construction and Inside Sales teams.
- Distribute proposals to bidders and update bidder lists in bFO.
- Assist in preparing proposal documentation, especially for large-scale construction projects.
Sales Booking
- Process sales orders and purchase orders.
- Assemble and submit booking packages.
- Initiate legal review requests for contracts.
- Follow up on Insurance requirements or COI's
- Schedule sales-to-operations turnover meetings.
- Update bFO with final booking details including contract, pricing, and close dates.
- Upload signed contracts and ensure proper documentation is in Studio 360 and BFO.
Opportunity Management
- Enter and manage opportunities in Salesforce and Studio 360 with complete details.
- Log opportunities in bFO with contact information, relationship mapping, value, and expected close dates.
- Submit support requests for Pre-construction and Legal teams.
- Participate in monthly forecast reviews with Account Managers.
- Manage bid invitations and RFPs to ensure proper routing and follow-up.
- Track contract reviews, legal approvals, and insurance certifications.
- Track QLK and opportunities in SmartSheet for projects over $1M
- Schedule and support sales-to-operations turnover processes.
Administrative & Miscellaneous
- Coordinate customer events and assist with meeting preparation and presentations.
- Build and maintain a repository of key documents, proposals, and budgets.
- Manage expense submissions and maintain the bookings Smartsheet.
- Follow up on missing documentation and ensure data accuracy.
- Serve as an expert user of the Sales Conversation Tool and Copilot.
