HVAC Sales Coordinator

Townsendtotalenergy; Danvers (MA); On-site; USD 37,000 - 44,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Life Insurance

Long-Term Disability

401(K) with company match

Vacation time

Sick leave

Paid holidays

Employee Assistance Program

Job summary

Townsend Energy in Danvers, MA is seeking an HVAC Sales Coordinator to support the sales team from inquiry through installation. You will manage scheduling, follow-ups on estimates, financing, rebates, and daily KPI reporting to improve conversion and customer experience.

The role collaborates with Sales, Service, and Installaton teams to ensure timely, accurate documentation and strong customer communication. On-site, Monday–Friday, 7:30am–4:00pm.

Qualifications

• Strong organizational and time-management skills with excellent attention to detail.
• Excellent written and verbal communication and customer-service abilities.
• Experience in customer service, scheduling, sales support, or admin coordination.
• Ability to collaborate across departments and ensure documentation is complete.
• Proficiency with ServiceTitan or a comparable CRM and Microsoft Office preferred.
• Comfortable preparing reports and working with sales metrics.
• Experience with financing, rebates, or HVAC/home-services industry preferred.
• Able to lift up to 30 pounds.

Responsibilities

• Confirm financing approvals and deposits, customer expectations, scheduling considerations, and special installation requirements.
• Coordinate Technician-Generated Leads (TGLs) with Service Technicians and Dispatchers.
• Monitor and report Sales KPIs daily using ServiceTitan and related systems.
• Provide accurate daily reports to Sales and Installation Managers and highlight trends and progress.
• Manage Sales Team schedules; book, confirm, and reschedule appointments accurately.
• Coordinate sales opportunities from inquiries, technicians, and other lead sources.
• Document appointments and customer details in ServiceTitan and track outstanding estimates.

Skills

Organizational skills

Time-management

Communication

Customer service

Scheduling

Sales support

CRM proficiency

Reports/analytics

Tools

ServiceTitan

CRM

Microsoft Office

Job description

Townsend Energy | Danvers, MA

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 Coordinator

Pay: $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

What You'll Be Doing:

• 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 ServiceTitan 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 ServiceTitan
• 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

What We're Looking For:

• 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 ServiceTitan 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.