Lead Coordinator

Helios Property Solutions; Saint Augustine (FL); Remote; USD 20,664 - 34,440; Full time

Benefits offered by this job

Paid training

Career growth opportunities

Collaborative corporate culture

Job summary

A growing home services company in Saint Augustine is seeking a Lead Coordinator to manage inbound client leads from first contact to invoicing. The role requires strong organizational skills and proficiency in Salesforce, Square POS, and Google Workspace. The successful candidate will ensure a seamless client experience through effective communication and coordination. Competitive pay starting at $15/hour with growth opportunities. This is a fast-paced, client-focused position offering a work-from-home option.

Qualifications

• 2+ years of experience in customer service, sales coordination, or client management.
• Experience with Salesforce or other CRM platforms.
• Experience with POS systems, preferably Square.
• Strong communication skills, both written and verbal.
• Highly organized with attention to detail.

Responsibilities

• Manage inbound leads in Salesforce CRM with timely follow-up.
• Prepare estimates using Google Earth and public records.
• Schedule jobs efficiently and coordinate with field teams.
• Generate and send invoices through Square POS.

Skills

Customer service

Sales coordination

CRM management

Communication skills

Organizational skills

Proactive problem-solving

Tools

Salesforce

Square POS

Google Workspace

Google Earth

Job description

Helios Property Solutions is a fast-growing home services company with multiple divisions, including Exterior Cleaning, Lawn Services, Painting Services, and Housekeeping. Our corporate team ensures clients receive exceptional service while supporting our field teams across every division.

Role Overview

We are seeking a Lead Coordinator to manage the full cycle of inbound client leads—from first contact to completed invoice. Using Salesforce CRM, Square POS, Google Workspace, and estimating tools like Google Earth and public records, you will provide estimates, send service agreements, schedule jobs, and invoice clients. This is a fast-paced, client-focused role for a highly organized and proactive professional.

Key Responsibilities

• Manage inbound leads in Salesforce CRM, ensuring timely follow-up and accurate record-keeping.
• Contact prospective clients professionally and promptly.
• Prepare estimates using Google Earth, public records, and internal pricing guidelines.
• Create and send client service agreements via Square POS; follow up as needed.
• Schedule jobs efficiently and coordinate with field teams to ensure timely service delivery.
• Generate and send invoices through Square POS and track payments.
• Use Google Workspace for internal communication, calendar management, and documentation.
• Collaborate with corporate and division teams to optimize lead-to-job processes.
• Ensure a seamless, professional client experience from first contact through invoicing.

Qualifications

• 2+ years of experience in customer service, sales coordination, or client management.
• Experience with Salesforce or other CRM platforms.
• Experience with POS systems (Square preferred).
• Strong communication skills, both written and verbal.
• Highly organized with attention to detail and strong follow-through.
• Comfortable managing multiple priorities in a fast-paced environment.
• Self-motivated, proactive, and solutions-oriented.

What We Offer

• 2 weeks of paid training starting at $15/hour
• $20-25/hour after paid training period
• Work from home
• Opportunities for career growth in a fast-growing company.
• A collaborative, professional, and supportive corporate culture.
• The chance to directly impact client satisfaction and company growth.

Please note: We conduct pre-employment background checks, driving record reviews, and drug screenings. We also use the federal E-Verify system to ensure all new hires are authorized to work in the U.S. Please inform us before applying if any of these requirements could be an issue for you.