Sales Coordinator

Support Coordinator

We are seeking a highly organized and detail-oriented Scheduling & Sales Support Coordinator to join our team. This position plays a critical role in supporting daily sales operations, customer communication, scheduling coordination, and project management for generator installations and related services.

• Monitor Sales Communications
  • Monitor the sales phone for text messages regarding scheduling updates, appointment changes, and communications from the sales team.
  • Review emails and shared calendars daily to remain informed on scheduling updates and project changes.
  • Maintain clear and timely communication between departments to support daily operations.
• Manage Cancellations and Confirmations
  • Remove canceled appointments from the schedule promptly and accurately.
  • Assist Samantha with morning confirmation calls for the following day’s scheduled appointments to ensure customer readiness and minimize no-shows.
  • Support Brianna’s team with outbound appointment confirmation calls for select Canter representatives to improve scheduling efficiency and customer communication.
• Coordinate Daily Scheduling
  • Review and coordinate the daily schedule with Samantha to verify appointment accuracy.
  • Resolve scheduling conflicts and address schedule updates prior to the start of each workday.
  • Ensure all scheduling information is current and properly communicated to the team.
• Lead Management and Job Creation
  • Manage incoming sales leads from multiple platforms including Costco, Lowe’s, Kohler, Generac, Northern Tool, and Home Depot.
  • Convert qualified leads into active jobs within company systems.
  • Contact customers and coordinate scheduling for appointments and installations.
• Retail Partner Account Oversight
  • Manage Retail Partner (Lowe’s, Costco, Home Depot, Generac, and Kohler) sales accounts by:
    • Creating and organizing job folders
    • Verifying gas and electrical footage accuracy
    • Confirming customer billing accuracy
    • Reviewing current promotions
    • Ensuring scope of work accuracy
  • Prepare completed folders for accounting processing.
  • Schedule installation dates within platforms.
• Sales Hold Pipeline Management
  • Oversee projects within the Sales Hold pipeline and identify issues preventing project progression.
  • Resolve concerns related to:
    • Generator or ATS location changes
    • Footage discrepancies
    • Required change orders
  • Collaborate closely with the sales team to efficiently resolve project holds.
  • Ensure all documentation, installation requirements, and scope of work details are accurate and complete.
  • Create visual layouts or drawings when necessary to clarify placement or project scope details.
  • Send follow-up communications to verify all corrections and updates are completed prior to releasing project folders to the installation team.
  • Consult with Ted and Michael regarding complex project situations to determine the best course of action and maintain project consistency.
  • Submit finalized folders to Michael for final approval and sign-off.
• Customer and Team Support
  • Provide daily customer service and operational support by answering incoming calls regarding:
    • Generator appointments
    • Scheduling concerns
    • Project updates
    • General customer inquiries
  • Maintain professional, timely, and customer-focused communication at all times.
• Walk-In Customer Assistance
  • Greet and assist walk-in customers with questions regarding:
    • Generator installations
    • Scheduling
    • Project details
    • General service information

• Strong organizational and multitasking skills
• Excellent verbal and written communication abilities
• Customer service experience preferred
• Ability to work in a fast-paced office environment
• Strong attention to detail and problem-solving skills
• Experience with scheduling systems, project coordination, or administrative support preferred
• Proficiency in Microsoft Office, email communication, and calendar management

• Team-oriented and dependable
• Self-motivated with the ability to prioritize tasks independently
• Professional demeanor with strong customer interaction skills
• Ability to manage multiple projects and deadlines efficiently