Sales Lead Coordinator

Cardinal Heating, Cooling, Plumbing, & Electric; Town of Sun Prairie (WI); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

401K

Uniform allowance

Paid Continuing Education

Company phone

iPad access to integrated software

Job summary

Cardinal Heating, Cooling, Plumbing & Electric is seeking a Lead Sales Coordinator to bridge customers and the sales team in Sun Prairie, WI. You will review incoming leads, categorize and route qualified opportunities, and ensure timely follow-up to drive conversions.

Ideal candidates are highly organized, communicate clearly, and can manage multiple tasks with accuracy. Experience with CRM systems (ServiceTitan preferred) and MS Office is a plus; join us to help move our sales pipeline forward.

Qualifications

• Excellent verbal and written communication with customers, sales teams and management.
• Ability to manage multiple tasks with high accuracy and attention to detail.
• Ability to quickly assess and prioritize leads for the most promising opportunities.
• Ability to analyze lead data to suggest improvements in lead generation and follow-up.
• Focus on delivering a positive experience for leads and assisting sales reps to close deals.

Responsibilities

• Receive and review incoming leads from various sources.
• Categorize leads based on which sales division the lead should be assigned.
• Assign qualified leads to the appropriate sales representatives.
• Communicate with customers to nurture and route to the correct rep.
• Debrief Comfort Advisors post call.

Skills

Verbal communication

Attention to detail

Lead prioritization

Data analysis

Customer experience

Tools

ServiceTitan

Microsoft Office

Job description

Turn Opportunities into Results. Keep Our Sales Team Moving Forward.

Join Cardinal Heating, Cooling, Plumbing & Electric as our Lead Sales Coordinator and play a vital role in driving sales success! We're looking for a highly organized, detail-oriented professional who thrives in a fast-paced environment and knows how to keep things moving. In this role, you'll be the connection between potential customers and our sales team, ensuring every opportunity is properly qualified, prioritized, and assigned for success. If you're a strong communicator who enjoys problem-solving, coordinating moving pieces, and making a measurable impact, we want to hear from you!

RESPONSIBILITIES

• Receive and review incoming leads from various sources
• Categorize leads based on which sales division the lead should be assigned
• Assign qualified leads to the appropriate sales representatives
• Communicate with customers to ensure that they are properly nurtured and routed to the correct sales representative.
• Debrief Comfort Advisors post call

Required Skills & Abilities

• Strong verbal and written communication skills to interact with customers, sales teams, and management.
• Ability to manage multiple tasks efficiently with a high level of accuracy and attention to detail.
• Ability to quickly assess and prioritize leads to ensure the most promising opportunities are being pursued.
• Ability to analyze lead data and trends to suggest improvements in lead generation and follow-up processes.
• A focus on delivering a positive experience for leads and assisting sales representatives to close deals efficiently.

Education & Experience

• Previous experience in sales support, customer service, or lead generation is preferred.
• Experience with CRM software, preferably ServiceTitan, as well as Microsoft Office Suite is preferred.

BENEFITS

• Medical Insurance:
  • Health: 50% of the premium is covered by Cardinal
  • Dental: 50% of the premium is covered by Cardinal
  • Life insurance: $10,000 is covered by Cardinal
• 401K with a 4% Company Match
• Uniform allowance
• Paid Continuing Education
• Company provided phone
• New technology, including iPad & access to integrated software

OUR CORE VALUES

• Teamwork: Support the growth & development of team members to achieve personal & professional success
• Forward Thinking: Continuously educating ourselves to exceed the industry standard
• Customer First: Going the extra mile to exceed expectations
• Do What's Right: Uphold the highest standards of honesty & integrity
• Committed to Excellence: Focused on results & value high performance

Cardinal Heating & Air Conditioning is looking for YOU! Do you crave career advancement? Develop skills in our fun, fast-paced work environment. Our employees enjoy coming in every day and our commitment to customer satisfaction has made our business successful. Want to be a part of something bigger than just a job? Spend a little time learning about Cardinal by visiting our website at www.cardinalhvac.com

Cardinal Heating & Air Conditioning, Inc. is an equal-opportunity employer.