HVAC Sales Coordinator: Lead Conversion & Scheduling

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 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