Sales Coordinator

Best Care Home Services; Bartlett (TN); On-site; USD 42,000 - 66,000; Full time

Job summary

Best Care Home Services in Bartlett, TN is seeking a Sales Coordinator to be the central link between customers, Comfort Advisors, service technicians, and the installation team.

You will qualify leads, schedule appointments, manage quotes, track opportunities in ServiceTitan, and ensure a smooth handoff from lead to completed installation. The role requires strong organization, clear communication, and a proactive customer-facing approach in a fast-paced home services environment.

Qualifications

• Exceptional organizational and multitasking abilities.
• Strong written and verbal communication skills.
• High attention to detail and process accuracy.
• Ability to prioritize effectively in a rapidly changing environment.
• Strong customer service and relationship-building skills.

Responsibilities

• Lead Management & Qualification: Manage inbound sales leads and customer inquiries; Qualify prospects and gather HVAC needs; Hand off to the appropriate sales professional.
• Strategic Scheduling & Sales Coordination: Schedule appointments for Comfort Advisors based on availability and needs; Maintain the sales dispatch board; Communicate updates to customers and team.
• Quote & Opportunity Management: Prepare and manage quotes; Follow up on large or strategic quotes; Track opportunities towards a purchasing decision.

Skills

Organizational skills

Communication skills

Attention to detail

Prioritization

Customer service

Adaptability

Tools

ServiceTitan

Microsoft Outlook

Microsoft Teams

Power BI

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Bartlett, TN, US

3 days ago Requisition ID: 1085

Job Summary

The Sales Coordinator is the central connection between customers, Comfort Advisors, Service Technicians, and the Installation Team. You will help ensure opportunities are qualified, appointments are scheduled strategically, quotes are followed up on, and projects move smoothly from lead to installation.

Duties & Responsibilities

Lead Management & Qualification

• Manage inbound sales leads and customer inquiries.
• Qualify prospects and gather information about heating, cooling, and home comfort needs.
• Answer initial customer questions and ensure a seamless handoff to the appropriate sales professional.
• Track lead sources, conversions, and sales opportunities within ServiceTitan.
• Process AHS authorizations and documentation to ensure jobs are properly approved and scheduled.

Strategic Scheduling & Sales Coordination

• Schedule appointments for Comfort Advisors based on availability, expertise, and customer needs.
• Match the right advisor to the right opportunity to maximize conversion success.
• Manage and maintain the sales dispatch board.
• Coordinate scheduling changes and proactively communicate updates to customers and team members.

Quote & Opportunity Management

• Prepare and manage customer quotations with speed and accuracy.
• Follow up on large, open, and strategically important quotes.
• Track pending opportunities and help move projects toward a purchasing decision.
• Maintain accurate customer, opportunity, and project information within ServiceTitan.

Customer Communication

• Serve as the primary liaison between the customer, sales team, and installation department.
• Send appointment confirmations and reminders.
• Deliver a professional, high-touch experience throughout the customer journey.
• Train and coach Service Technicians on identifying and passing warm sales leads to the Comfort Advisor team.
• Help ensure no sales opportunities fall through the cracks.
• Coordinate sold jobs with the Installation Coordinator and Manager and operations team.
• Verify financing approvals, equipment availability, and installation requirements.
• Ensure all pre-installation tasks are completed before the scheduled install date.
• Assist in creating a seamless transition from sold project to completed job.

Qualifications & Skills

• Exceptional organizational and multitasking abilities.
• Strong written and verbal communication skills.
• High attention to detail and process accuracy.
• Ability to prioritize effectively in a rapidly changing environment.
• Strong customer service and relationship-building skills.
• Comfortable working in ServiceTitan, Microsoft Outlook, Microsoft Teams, and Power BI.
• Mechanical aptitude and willingness to learn HVAC products and solutions.
• Ability to work independently while collaborating across multiple departments.

Preferred Experience

• Lead Management
• Customer Service
• Dispatch or Scheduling
• Project Coordination
• HVAC, Home Services, Construction, Industrial, or Building Products industries
• HVAC experience is a plus but not required.