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HVAC Sales Coordinator
HVAC Sales Coordinator-February 2024
Binghamton
Feb 23, 2025
About HVAC Sales Coordinator

  Position: HVAC Sales Coordinator Hourly Pay Range: $22-$25

  Covering: Syracuse, Binghamton, Oneonta areas

  Status: Hourly Non-Exempt, Full time

  General Description

  The sales coordinator is responsible for responding to leads, scheduling sales appointments, communication with customers, salesman, and installers. The Sales Coordinator will track and report on key performance indicators, work with billing, customer service, service technicians, installers and managers on all aspects of the sales process as an essential member of the Sales Team.

  ESSENTIAL FUNCTIONS- include and are not limited to:

  Responsible for lead management and scheduling sales appointments for assigned jurisdictions.

  Tracking leads and follow up opportunities.

  Work with customers to help register warranties and submit for utility incentives.

  Responds to leads from all sources including online, technician/employee, marketed, existing customer and referrals.

  Works with Billing on AR regarding all HVAC jobs

  Keeping organized records of all HVAC jobs that includes before and after photos, vendor invoices, copies of contracts and change orders.

  Prepare job folders for installers that include all necessary paperwork to be signed and all material to be left with the customer.

  Make outbound calls to assist with generating work for our HVAC technicians and installers from our existing customer base.

  Assist with materials procurement and communications with vendors regarding HVAC jobs.

  Consistently render the best customer satisfaction to customers.

  Must productively multitask and efficiently navigate industry specific software.

  Initiates required action for response to customer service requests for order changes, including the maintenance of order/customer information files and communicates changes to the appropriate personnel/departments.

  Consistently practice and participate in suggested selling and information gathering.

  Recommend other products and services to customers based on purchase or order history.

  Participates and provides expertise as a member of the customer service's departmental team.

  Execute customer service team's objectives to render the best customer satisfaction possible 100% of the time.

  Must be able to remain in a stationary position 90% of the time.

  Adhere to company policies and procedures 100% of the time.

  RESPONSIBILITIES- include and are not limited to:

  Responsible for actively ensuring the retention and growth of the organization's customer base which includes promoting the organization to existing customers.

  Works with the organization's personnel to resolve problems, facilitate solutions and enhance customer service offerings.

  Prepares, generates and distributes daily reports and order acknowledgements to appropriate personnel.

  Responsible for notifying administration of any required updates of customer records on the organization's internal database.

  Provides back-up support to other group members in the performance of job duties as required.

  Answers customer inquiries/communications as required.

  Attend and participate regularly in branch staff meetings.

  Maintains detailed call activity reports and provides them to upper management when required.

  Conducts follow up phone calls to survey respondents who have concerns or questions.

  Comply with company dress code 100% of the time.

  Maintain confidentiality 100% of the time in regards to customer and company information.

  Complete any reports and paperwork according to company standards, policies and procedures.

  Report any incidents accurately and timely.

  Exchange trade related knowledge and information with the supervisor and co-workers.

  Communicate with the supervisor on a daily basis.

  Participate in any required job training, certifications and safety meetings.

  Report to work as scheduled and work overtime (including on call) as needed.

  Reports to work with minimal absenteeism or tardiness.

  Attend job related training and informational seminars as requested.

  Performs other job-related activities and special projects as assigned.

  QUALIFICATIONS AND SKILLS- include and are not limited to: ?

  Proficient in Microsoft Office Suite.

  Two years progressive customer service or direct marketing experience preferred.

  Must work well under pressure, be able to juggle many projects simultaneously, and have excellent interpersonal communications skills.

  The list of requirements, duties and responsibilities is not exhaustive but is merely the most accurate list for the current job. Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change. (For example, emergencies, staffing changes, workload or technical development.)

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