Sales and Service Coordinator C147 Roanoke

Reports To

Sales Manager or General Manager

Full-time, Regular position

Sales

Roanoke Service Experts Heating and Air

1250 Intervale Dr, Salem, VA 24153

Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with training support and an opportunity for unlimited professional growth. Join us and become an EXPERT!

Responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems, communicating with the customer regarding scheduled calls and follow-up visits. Works closely and cooperatively with both sales and center staff. Communicates with the customer to ensure the customer is informed of scheduled appointments, to respond to inquiries, and to help to resolve issues and problems.

Efficiently plans and routes the most-appropriate technicians and Residential Sales Consultants. Work is performed, under general direction, in accordance with established processes and procedures in a fast-paced, constantly changing environment.

• Effectively and courteously communicates with customer in order to schedule service/maintenance/sales call while gathering information on the customer’s current systems and needs as well as ensuring that the decision maker is present at the time of the call.
• Responsible for calling customers to remind them of the upcoming scheduled appointment, to keep the customer informed on any changes in technician/installer arrival time, and to schedule service/maintenance calls.
• Efficiently and effectively plans and routes technicians to service calls based on technician availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board.
• When applicable, schedules RSC to meet with technician at the customer’s home whose equipment is older for upgrade opportunity.
• Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planning.
• Ensures Dispatch Board and other related modules in STARS are updated as required.
• Promptly responds to service technicians’ requests, both by radio and telephone.
• Represents the company professionally, honestly, and ethically in all business matters and concerns.
• Contact next customers to confirm appointments and page calls to the assigned technicians.
• Identifies issues/problems/concerns regarding technician and call-center productivity based on continual communication and working with technicians and the call center. Informs General Manager and/or operations/office manager of issues/problems/concerns requiring their attention and action.
• Receives customer lead information from the technicians, the Call Center, marketing efforts, and directly from the customer. Enters sales appointment details into appropriate system(s) to document lead. Updates sale appointment details in system(s) as necessary due to appointment cancellations/re‑scheduling.
• Prior to or after the sales call, may explain financing options and gather customer information to complete financing forms or assist customer in completing financing forms. Ensures completed financing forms are sent to the financing vendor.
• Call the customer to confirm to customer the arrival time of the Residential Sales Consultant. Enters appropriate scheduling information on the Sales Dispatch Board.
• As needed, performs outbound calls to customers who were identified as a lead but who did not schedule a sales call in order to attempt to schedule the sales call.
• Assigns sales leads to Residential Sales Consultants in accordance with the company Lead Distribution Policy. Utilizes the computer‑aided dispatch system to dispatch Residential Sales Consultants to sales calls. Updates the Residential Sales Consultant capacity in the call center portal to ensure up‑to‑date information on sales staff availability.
• Creates the quote ticket (Q‑Ticket) in…