Sales Coordinator

culliganalabama; Santa Clara (CA); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401K

Life insurance

Discounted products

Job summary

Culligan by WaterCo is seeking a Sales Coordinator to support the Sales Manager and team in Santa Clara, CA. The role focuses on managing inquiries, engaging leads, and coordinating appointments with the right representatives to maximize conversion and customer satisfaction.

The ideal candidate will have 2–4 years in sales coordination, strong MS Office and Excel skills, and experience with Salesforce CRM. Excellent communication and customer service are essential in this fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Associate degree in Business Administration or related field preferred.
• 2-4 years experience in sales coordination or related roles.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• CRM experience with Salesforce preferred.
• Excellent written and verbal communication and strong customer service skills.

Responsibilities

• Provide support to the Sales Manager and Sales team throughout the day.
• Manage inbound inquiries and outbound outreach to leads to maximize appointment opportunities.
• Deliver a consultative, customer-first experience and understand customer needs.
• Schedule qualified consultations with the appropriate Household Sales Representative (HHSR).
• Meet lead-to-appointment conversion and responsiveness targets.
• Support month-end reporting and coordinate communications with office staff, installers, and sales reps.

Skills

Microsoft Office

Communication skills

Customer service

Education

High school diploma

Associates Degree in Business Administration

Tools

Salesforce

Job description

The Sales Coordinator’s primary function is to provide support to the Sales Manager.

Key Responsibilities

• Customer Experience & Lead Engagement
  • Manage inbound inquiries and conduct outbound outreach to new, aged, and previously canceled leads to maximize appointment opportunities.
  • Deliver a consultative, customer-first experience by understanding customer needs and recommending appropriate next steps.
• Lead Qualification & Appointment Validation and Scheduling
  • Schedule qualified consultations with the appropriate Household Sales Representative (HHSR) based on territory, availability, drive time, and scheduling guidelines.
  • Meet designated lead-to-appointment conversion and responsiveness targets.
• Systems Support Functions
  • Ensure all month end reporting is completed to close out the month
  • Communicate with HHSRs and ASMs when appointments are not updated properly/timely manner.
• Sales Team Support
  • Serve as the primary point of contact for HHSRs throughout the day, providing real-time support with sales appointments, customer inquiries, financing questions, scheduling needs, and issue resolution to help ensure a seamless customer experience and successful sales process.
  • Schedule and coordinate installations using Outlook calendars, maintaining ongoing communication with office staff, installers, and sales representatives to ensure all required information is accurate, resources are aligned, and installations are completed successfully with minimal disruption to the customer.
  • Assist with contract processing, off-the-truck sales, rental conversions, and sales documentation requirements.
• Financial Support
  • Review and validate financing details to ensure the financed amount matches the executed sales contract and identify any discrepancies.
  • Submit funding remittance requests to the Cash Applications Team to support timely payment processing and account reconciliation.
• Marketing & Business Growth Support
  • Support marketing campaigns, grassroots events, lead generation initiatives, and marketing material coordination.
  • Analyze lead trends and campaign performance data.

Minimum Requirements

• High school diploma or equivalent, required
• Associates Degree in Business Administration or related field, preferred
• 2-4 years of experience in sales coordination, sales support, customer service, lead management, call center operations, or a related role.
• Proficient use of Microsoft Office (Word, Excel, PowerPoint, Outlook)
• CRM experience preferred (Salesforce)
• Excellent written and oral communication skills
• Strong Customer service skills

Benefits

• The company offers a comprehensive benefits package which includes health insurance (dental, vision and health), paid time off, life insurance and a 401K plan. Employees are also eligible to receive discounted products.

Equal Opportunity Statement

Decisions and criteria governing the employment relationship with all employees at Culligan by WaterCo are made in a non-discriminatory manner, without regard torace, color, creed, religion, national origin, sex, marital status, pregnancy, disability, sexual orientation,gender expression, veteran status, age, FMLA status,or any other factor determined to be unlawful by federal, state or local statutes.

Culligan has over 88 years of experience in the design and distribution of water treatment systems for residential, commercial and industrial applications. We received the Good Housekeeping Seal and Consumer Digest "Best Buy" rating, plus the famous iconic "Hey Culligan Man" tagline. Culligan leads the industry in service, support and product innovation since introducing the first water softener in 1936 with over 800 dealers worldwide and offices in over 90 countries.

The company is strong, profitable, and well-positioned in the market with focus on strategic growth initiatives. The business is expanding in previously under-serviced segments, growing revenue both domestically and abroad, and generating higher-levels of profitability.

Culligan is an Equal Opportunity Employer.

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