Sales & Installation Coordinator
Job Description
Job Description
Benefits:
- Health insurance
- Paid time off
- Vision insurance
- 401(k)
- Dental insurance
Full-Time | Monday–Friday | 8:00 AM – 4:30 PM
Salary: $55,000–$65,000 per year, based on experience Benefits
- Paid Time Off (PTO)
- 401(k)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Answer and qualify incoming sales calls and electronic inquiries.
- Assign and dispatch leads to Comfort Consultants following established processes.
- Assist the Sales Manager with lead management and pipeline coordination.
- Coordinate financing close-out documentation with customers.
- Open sold jobs and enter them into ServiceTitan.
- Create and maintain complete job packets.
- Verify job documentation before scheduling.
- Process permits and inspection requests.
- Coordinate with the Install Manager to ensure projects are ready for scheduling.
- Assist with warranty requests, including opening warranty jobs and scheduling warranty technicians.
- Serve as the primary point of contact from the time a job is sold through installation completion.
- Provide customers with scheduling updates.
- Assist customers with paperwork and financing documentation.
- Coordinate communication between customers, Sales, Installation, and the office to ensure a smooth customer experience.
- Maintain accurate project records.
- Monitor project progress.
- Assist with weekly sales and installation reporting, including sales, lead closing, lead source, referral, and warranty reports.
- Participate in Sales and Production meetings.
- Identify opportunities to improve processes and communicate workflow concerns to department leadership.
- High school diploma or GED required.
- 2–5 years of experience in project management, customer service, call taking, or a related field, or an equivalent combination of education and experience.
- Excellent customer service and organizational skills.
- Ability to multitask and manage competing priorities.
- Geographic knowledge of the service area preferred.
- Industry experience is preferred but not required.
- Experience with ServiceTitan is preferred but not required.
- Monday through Friday
- 8:00 AM – 4:30 PM
- Some overtime may be required
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