Post-Sale Operations Lead — Drive Install Readiness

Greenwood Heating and Home Services; Everett (WA); Vor Ort; USD 34.000 - 41.000; Vollzeit

Benefits dieser Stelle

Paid Training

Paid Time Off (PTO)

Paid HolidaysHealth Benefits (Medical,

Health Benefits (Medical, Vision, Dent

401-k

Advancement Opportunities

Several Locations

Zusammenfassung

Greenwood Heating and Home Services is seeking a highly organized Post-Sale Operations Coordinator to bridge the gap between Comfort Advisors, homeowners, Accounting, and Operations. You will drive installation readiness, ensure accurate documentation, funding, and qualification of each sold job, and proactively resolve issues before they impact customers.

You will support multiple sales departments, track WIP, and maintain project visibility.

Qualifikationen

• Must be highly organized with strong time management.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy in records.
• Ability to manage multiple priorities simultaneously.
• Strong problem-solving and follow-through skills.
• Proficiency with CRM systems and Microsoft Office.
• Ability to work independently while collaborating with multiple departments.

Aufgaben

• Manage sold jobs from contract signing through installation readiness.
• Review all sold jobs for completeness and accuracy.
• Maintain detailed and accurate notes within company systems.
• Ensure all necessary documentation is received, completed, and filed.
• Track project progress and proactively address issues that could delay installation.
• Work with homeowners, Comfort Advisors, Accounting, and Operations to keep jobs on track.
• Serve as a primary point of contact for homeowners regarding post-sale requirements and project status.
• Coordinate customer needs, expectations, and scheduling updates.
• Answer customer questions and route issues to appropriate departments.
• Maintain high level of customer service throughout the project lifecycle.
• Process financing applications and required documentation.
• Verify contracts and disclosures are completed with signatures before installation.
• Maintain compliance with company and financing requirements.
• Confirm all required information is available for installation planning.
• Identify and resolve documentation deficiencies before installation scheduling.
• Maintain quality-control standards for all sold jobs.
• Review rebates and AHRI matchups; adjust estimates as needed.

Kenntnisse

Organizational skills

Communication skills

Attention to detail

Multitasking

Problem solving

CRM systems

Microsoft Office

Cross-functional teamwork

Jobbeschreibung

Greenwood Heating and Home Services is seeking a highly organized Post-Sale Operations Coordinator to bridge the gap between Comfort Advisors, homeowners, Accounting, and Operations. You will drive installation readiness, ensure accurate documentation, funding, and qualification of each sold job, and proactively resolve issues before they impact customers.

You will support multiple sales departments, track WIP, and maintain project visibility.