HVAC Sales Lead Coordinator

Comfort First Heating and Cooling • Full-time • Sanford, NC, US • 3w ago

Summary

The Sales Lead Coordinator & Inside Sales Representative (SLC/ISR) is a dual-role position responsible for supporting sales growth through coordination, lead management, customer communication, and active inside sales efforts. This position will serve as a reliable source of support to team members while driving revenue through proactive follow-up on open estimates and customer proposals. The SLC/ISR ensures quality service is provided to every customer, leads are managed efficiently, and opportunities are pursued to continually and consistently grow department revenue and meet margin goals.

Duties And Responsibilities

Schedule interested customers, leads that come in through lead sources, technician leads, and all American Home Shield (AHS) upgrades with Project Managers.
Respond to internet leads within 5-10 minutes upon receipt.
Track all leads, lead sources, open estimates, and sales closing averages in a centralized spreadsheet or CRM.
Review technician work orders to generate potential sales leads.
Proactively call behind open estimates and customer proposals with the goal of converting leads into closed sales.
Help customers apply for financing and provide support on any financing-related inquiries.
Maintain detailed records of calls, customer feedback, and next steps in the sales process.

Qualifications

Three years of related experience in sales coordination, inside sales, or customer service, or an equivalent combination of education and experience.
Proficient in MS Office software (Excel, Word, Outlook); experience with CRM systems is a plus.
Excellent written and verbal communication skills.
Strong phone presence with the ability to handle objections and close sales over the phone.