HVAC Sales Coordinator
Listed on 2026-10-29
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Sales
Office Administrator/ Coordinator, Sales Administrator, Appointment Setter/ Scheduler -
Administrative/Clerical
Office Administrator/ Coordinator, Sales Administrator, Appointment Setter/ Scheduler
Since 1931, we have proudly served our community as a trusted provider of energy and HVAC solutions for residential and light commercial customers. Our commitment to outstanding service has remained constant throughout our history, with customer satisfaction continuing to guide everything we do.
We are deeply committed to providing exceptional customer service; our customers are and will continue to be at the center of everything we do.
HVAC Sales CoordinatorPay: $27.00 -$32.00 per hour
Work Hours: 7:30am
-4:00pm, Monday-Friday
Location: onsite in Danvers
Overview:The Sales Coordinator supports the Sales Team from initial customer inquiry through the transition to installation. This role manages sales scheduling, open estimate follow-up, technician-generated leads, financing and rebate assistance, timely sales documentation, and daily KPI reporting. This position works closely with the Sales Team, Service Department, Installation Coordinator, and management to improve conversion, accountability, and customer experience.
Benefits:- Medical Insurance with company contribution for individuals and family; FSA and HSA options
- Vision and Dental Insurance
- Basic Life and AD&D Insurance
- Long-Term Disability
- 401(K) with company match
- 80 hours of vacation; accrued
- 40 hours of sick leave
- 9 Paid Holidays, including floating holidays
- Employee Assistance Program
- Confirm financing approvals and deposit information where applicable, customer expectations, scheduling considerations, and special installation requirements.
- Coordinate Technician-Generated Leads (TGLs) with Service Technicians and Dispatchers
- Monitor and report Sales Department KPIs daily using Service Titan and other applicable systems
- Provide accurate daily reports to the Sales Manager and Installation Manager and highlight trends, missed opportunities, and progress toward goals
- Manage Sales Team schedules; book, confirm, and reschedule customer appointments accurately and efficiently
- Coordinate sales opportunities from customer inquiries, Service Technicians, and other lead sources
- Monitor availability, prioritize urgent opportunities, and document appointments and customer details in Service Titan
- Monitor outstanding estimates and maintain a documented, consistent follow-up process
- Contact customers to answer questions, provide updates, and help advance decisions
- Verify signed agreements and proposals, deposit obtained, equipment selections, scope of work, job-site photos, and installation notes
- Strong organizational, time-management, and follow-up skills with excellent attention to detail.
- Excellent written and verbal communication and customer-service skills.
- Experience in customer service, scheduling, sales support, or administrative coordination.
- Ability to work across departments and hold team members accountable for required documentation.
- Proficiency with Service Titan or a comparable CRM and Microsoft Office preferred.
- Comfortable preparing reports and working with sales metrics and data.
- Experience with financing, rebates, or the HVAC, plumbing, or home-services industry preferred
- Must be able to lift up to 30 pounds
Candidates will be required to pass a background check and drug test upon being given a conditional offer of employment.
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