Customer Experience & Sales Coordinator

Responsibilities

• Review incoming leads from ServiceTitan, website, email, and phone
• Schedule sales appointments and assign leads to consultants
• Maintain the installation schedule for all sold jobs
• Confirm installation dates and communicate updates or delays to customers
• Verify permits are filed and schedule inspections
• Coordinate equipment, materials, and subcontractors for upcoming installs
• Register equipment with manufacturers and track rebates/warranties
• Complete job costing paperwork and track progress in ServiceTitan

Requirements

• 3+ years experience in customer service, scheduling, or office coordination
• Experience working with sales, field technicians, and customers simultaneously
• Proficiency with CRM systems and scheduling software
• High attention to detail for permits, paperwork, and job costing
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience in HVAC, plumbing, construction, or home services
• Experience using ServiceTitan
• Familiarity with permits, inspections, or manufacturer rebates
• Experience coordinating install crews or field teams

Benefits

• Paid Time Off
• Health, Dental, and Vision Insurance
• Overtime Pay
• On-the-Job Training
• No Weekend Work
• Spiff Opportunities
• 100% Company Paid Benefits