HVAC Sales Coordinator

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

Benefits offered by this job

Medical Insurance with company contrib

Vision and Dental Insurance

Life and AD&D Insurance

Long-Term Disability

401(K) with company match

Vacation and Holidays

Sick leave

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 up on estimates, financing and rebates, and daily KPI reporting, working closely with Sales, Service, and Installation teams to boost conversion and customer satisfaction.

We offer comprehensive benefits including medical, vision, dental, life, disability, a 401(k) with company match, generous vacation and holidays, and a supportive

Qualifications

• Experience in customer service, scheduling, sales support or administrative coordination.
• Proficiency with ServiceTitan or a comparable CRM and Microsoft Office.
• Comfortable preparing reports and working with sales metrics and data.
• Experience with financing, rebates, or HVAC, plumbing, or home-services industry preferred.

Responsibilities

• Confirm financing approvals and deposit information and set customer expectations.
• Coordinate Technician-Generated Leads with Service Technicians and Dispatchers.
• Monitor and report Sales KPIs daily using ServiceTitan and other systems.
• Provide daily reports to Sales and Installation Managers and highlight trends and progress.
• Manage Sales Team schedules; book, confirm, and reschedule customer appointments.
• Coordinate sales opportunities from inquiries and other lead sources.
• Monitor availability and document appointments and customer details.
• Maintain follow-up on outstanding estimates and documented process.
• Contact customers for updates and to advance decisions.
• Verify signed agreements, deposits, equipment selections, and installation notes.

Skills

Organization

Time management

Follow-up

Customer service

Sales support

Administrative coordination

Communication

CRM proficiency

Report preparation

Sales metrics

Tools

ServiceTitan

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.

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&DD 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.

B2B Sales, Commercial HVAC, Sales, Maintenence Sales, Service Sales, Commercial Sales