Lead Coordinator

At Airtron Heating & Air Conditioning, we help homeowners stay comfortable year-round with trusted heating, cooling, and HVAC solutions. For more than 40 years, we've built our reputation by showing up, doing quality work, and treating customers with honesty and respect. We're proud to be the neighbor people can count on—and we're looking for team members who share that same commitment to serving others and doing the job right.

At Airtron, we're looking for people who take pride in their work, care about their teammates, and are committed to delivering an exceptional experience for every customer. If that sounds like you, we'd love to have you on our team.

• Lead Management Monitor and manage all incoming HVAC replacement and sales opportunities. Review leads generated by service technicians, customer service representatives, maintenance calls, and other sources. Ensure qualified leads are assigned to the appropriate comfort advisor or sales representative. Track each lead from creation through estimate, sale, installation, or lost opportunity. Follow up on open estimates and unsold opportunities. Identify opportunities that require additional customer follow-up.
  
  Maintain accurate lead status and notes in the company's systems.
• Customer Communication Contact customers regarding HVAC replacement opportunities, estimates, scheduling, and follow-up. Provide professional and timely communication by phone, text, and email. Help answer customer questions and coordinate communication between the customer and sales team. Ensure customers receive a high level of service throughout the sales process. Escalate customer concerns or service issues to management when necessary.
• Sales Support Assist comfort advisors and sales representatives with scheduling and customer information. Help ensure sales appointments are properly scheduled and confirmed. Verify that required information is complete before a sold job moves forward. Review sold jobs for accuracy and completeness. Help identify missing information, equipment, financing, pricing, or installation requirements. Communicate important job details to the appropriate departments.
• Installation Coordination Assist with coordinating sold replacement jobs with the installation team. Ensure required paperwork and job information are completed before installation. Coordinate with warehouse personnel regarding equipment and material requirements when needed. Help identify potential installation issues before the job is dispatched. Communicate changes, special requirements, or customer expectations to the appropriate team members. Follow up on completed installations to ensure customer satisfaction and proper job closure.
• Reporting & Performance Tracking Maintain accurate lead and sales tracking. Monitor lead conversion, estimate conversion, and replacement opportunities. Provide management with updates on open leads and pending opportunities. Track unsold estimates and establish appropriate follow-up schedules. Assist management in identifying trends, missed opportunities, and areas for improvement. Maintain accurate notes and documentation on every customer opportunity.

The HVAC Lead Coordinator is expected to:

• Respond to leads and customer opportunities promptly.
• Maintain accurate and complete records.
• Follow up consistently on open estimates.
• Prevent leads from becoming lost or forgotten.
• Communicate effectively with customers and internal departments.
• Maintain a professional and positive attitude.
• Work well in a fast-paced environment.
• Meet established company goals for lead follow-up and conversion support.
• Protect the customer's experience throughout the entire process.
• Take ownership of issues and see them through…