About Tate

At Tate we are passionate about everything we do. As an independent brand operating within Kingspan Group, Tate has been recognised worldwide as an industry leader in the development and manufacture of data centre infrastructure solutions and commercial office raised access floors for over 60 years.

About the Role

The CRM Coordinator plays a critical role in supporting the Sales and Engineering teams by ensuring accurate, timely, and structured data management within the CRM system. The role focuses on maintaining high data quality, supporting sales processes, and enabling effective reporting and pipeline visibility.

Key Responsibilities

Input, update, and maintain accurate customer, project, and opportunity data within the CRM system

Support Sales and Engineering teams with timely data entry and system updates

Ensure consistency and standardisation of CRM data across all users and regions

Track and maintain sales pipeline information including leads, opportunities, and project stages

Perform regular data cleansing to remove duplicates and ensure data integrity

Generate standard reports and dashboards to support commercial decision-making

Assist with CRM administration tasks including user support and system updates

Work closely with Sales, Engineering, and Commercial teams to align CRM usage with business processes

Support bid tracking, project logging, and documentation within the CRM

Identify gaps or inconsistencies in data and proactively resolve issues

Maintain clear documentation of CRM processes, standards, and workflows

Support continuous improvement of CRM processes and adoption across the organization

Provide sales support including order processing, documentation management, and coordination with internal teams to ensure timely and accurate order fulfilment

IMS Responsibilities

Adhere to the Employee Handbook, Group Code of Conduct, the Group Compliance Policy, the IMS Policy, and all other applicable company policies and procedures.

Maintain awareness of the requirements of, and their individual contribution to and impact on the effectiveness of, the Integrated Management System (IMS), including Quality, Health & Safety, Environmental and Product Compliance objectives and requirements.

Report on unsafe acts, unsafe conditions, incidents, and injuries, quality issues, compliance concerns, violations to the appropriate personnel without delay.

Participate in required training, audits, and continuous improvement initiatives.

Qualifications, Experience & Skills

Education

Degree or diploma in Business, Administration, Engineering, or related discipline

Experience

2-4 years experience in CRM, sales support, or administrative roles

Experience working with CRM systems (e.g., Salesforce, SAP, HubSpot)

Experience supporting sales or technical teams is desirable

Skills

High attention to detail with strong data accuracy focus

Strong organisational and time management skills

Ability to manage multiple inputs and priorities

Good understanding of sales processes and pipeline management

Proficiency in Microsoft Excel and Office tools

Strong communication skills and ability to work with cross-functional teams

Proactive approach to problem solving and process improvement

CRM Sales Coordinator

Description