Sales & Service Coordinator

We are seeking a dynamic and highly organized Service & Sales Assistant Coordinator to serve as the welcoming face of our organization. This vital role involves managing incoming client requests, scheduling field technicians, and supporting sales quotes for audio/video, lighting, lighting control, and shading systems.

This position bridges customer service, internal dispatching, and administrative sales support . The ideal candidate will possess strong communication skills, excellent organizational abilities, and proficiency in office management and clerical tasks. Your energy and professionalism will help create a positive first impression for visitors, clients, and team members alike.

• Greet visitors, clients, and vendors with a friendly and professional demeanor, providing excellent customer service at all times.
• Answer multi-line phone systems promptly and respond to client email inquiries as needed.
• Schedule service technicians according to client needs and urgency.
• Maintain an accurate and current service schedule using company software.
• Process daily work orders from technicians, including billable service calls and contract visits.
• Review paperwork daily for accuracy and follow up on any missing information or details.
• Review monthly reports and follow up on outstanding invoices.
• Work directly with clients to recommend annual wellness plans and explain their benefits.
• Maintain a professional front-lobby presence and welcome clients and vendors who visit the office.
• Assist the sales team with quotes, proposals, scheduling, and client follow-up.
• Maintain accurate client and service records.
• Communicate effectively with technicians, clients, vendors, and internal team members.
• Assist with general administrative and clerical duties as needed.

• High level of attention to detail and strong organizational skills.
• Strong computer skills with proficiency in Quick Books, Microsoft Office Suite (Word, Excel, Outlook), and CRM software
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• Excellent organizational and time-management skills, with the ability to multitask and prioritize responsibilities effectively.
• Demonstrated experience answering phones, working with multi-line phone systems, and maintaining professional phone etiquette.
• Excellent written and verbal communication skills.
• Strong customer service skills and a professional, positive attitude.
• Ability to work independently while also being an effective team member.
• Ability to remain organized and calm in a fast-paced environment.
• Must be willing to support and respond during off-hours when needed.
• Previous personal assistant experience or calendar management experience is a plus.
• Experience in the audio/video, smart-home technology, lighting, lighting control, or shading industry is a plus, but not required.

We are looking for someone who is reliable, proactive, organized, and customer-focused . The successful candidate will be comfortable taking initiative, managing multiple priorities, and communicating with clients and team members professionally.

If you enjoy working in a fast-paced environment, helping clients, keeping operations organized, and being an important part of a growing team, we would love to hear from you.

Join us and become part of a vibrant team dedicated to delivering outstanding service while supporting the efficient operation of our organization . We value proactive individuals who take pride in their work, enjoy helping others, and are eager to contribute to a professional and collaborative environment.

• PTO
• Matching 401K
• Health & Dental Insurance
• Paid Training