Sales & Installation Coordinator jobs in United States
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Lancaster Plumbing Heating Cooling & Electrical ยท 1 month ago

Sales & Installation Coordinator

Lancaster Plumbing Heating Cooling & Electrical is seeking a Sales & Installation Coordinator to manage the lifecycle of sales leads and ensure efficient processing of installation job paperwork. This role involves coordinating schedules, facilitating communication, and optimizing job execution to contribute to the company's overall success.

Construction

Responsibilities

Managing the lifecycle of sales leads
Ensuring timely and accurate processing of installation job paperwork
Coordinating sales and technician schedules
Handling key administrative duties
Qualify and prioritize inbound installation leads based on urgency and potential
Assign the most suitable salesperson to maximize successful closures
Coordinate sales schedules and dispatch high-priority appointments
Conduct phone debriefs with salespeople after appointments, logging follow-up details
Schedule sold jobs, including measurement appointments
Review job information to ensure all documentation is accurate and complete
Order necessary permits and inspections promptly
Collaborate with the sales team to collect all required paperwork (contracts, proposals, material lists, etc.)
Monitor job progress to ensure timely completion of all stages
Communicate installation reminders to customers as needed
Dispatch installation jobs to teams
Track invoices and ensure POs are correctly applied to jobs
Send invoices to clients and follow up on outstanding payments
Conduct post-installation 'happy calls' to ensure customer satisfaction
Register equipment for product warranties
Attend relevant department meetings
Collaborate with management to identify areas for improvement

Qualification

Job management softwareSales support experienceSpreadsheets proficiencyOrganizational skillsMultitasking skillsCommunication abilitiesDetail-oriented

Required

Strong organizational and multitasking skills
Excellent communication abilities to coordinate across departments
Proficiency in spreadsheets and job management software
Detail-oriented with a strong aptitude for paperwork processing
Ability to work efficiently in a fast-paced environment and meet deadlines

Preferred

Experience in sales support, installations, or administrative roles

Company

Lancaster Plumbing Heating Cooling & Electrical

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Serving Lancaster, York, Harrisburg, Berks and Chester Counties Since 1904 Offering a full range of services: Plumbing, Heating, Cooling, Drain Cleaning & Electrical Service, Repair, Maintenance for Residential, Commercial & Industrial Clients Experience top-notch customer service and convenient scheduling.

Funding

Current Stage
Early Stage

Leadership Team

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Larry Gassert
Managing Partner
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Company data provided by crunchbase