Sales Operations Coordinator II

Service Experts; Midvale (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance

401(k) Retirement Savings Plan with 公司

Life Insurance

Short-term and Long-term disability

World Class Training

Job summary

Service Experts is seeking a Sales Operations Coordinator II to support the Sales Team, Technicians, and Residential Sales Consultants. The role focuses on accurate data maintenance, scheduling, and efficient routing of staff to service calls in a dynamic environment.

You will work with capacity planning, ensure timely updates, and uphold professional customer interactions while following company procedures and guidelines.

Qualifications

• Experience in customer-facing roles or customer service environments.
• Dispatching experience is desirable.
• Ability to multitask in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Knowledge of local streets, highways, cities, and towns.

Responsibilities

• Communicate with customers to schedule service, maintenance, or sales calls.
• Call customers to remind them of upcoming appointments and inform changes.
• Plan and route branch staff to service calls based on availability and skills.
• Maintain capacity planner and fill appointment gaps from cancellations.
• Represent the company professionally in all business matters.
• Assign leads to Residential Sales Consultants per policy.

Skills

Customer service

Dispatching

Multi-tasking

Communication

Geography knowledge

Education

High school diploma or GED

Tools

AS400 system

Job description

Welcome!The Sales Operations Coordinator II is responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems. You will communicate with the customer regarding scheduled calls and follow-up visits. You will efficiently plan and route the most-appropriate technicians and Residential Sales Consultants in accordance with established guidelines and company procedures. Your work is performed in accordance with established processes and procedures in a fast-paced, constantly changing environment.Key Responsibilities:Effectively and courteously communicates with customer in order to schedule service, maintenance, or sales call while gathering information on the customer’s current systems and needs.Responsible for calling customers to remind them of an upcoming scheduled appointment and to keep them informed on any changes in Technician, Installer, or Residential Sales Consultant arrival time.Efficiently and effectively plans and routes branch staff to service calls based on availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board.Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planning.Represents the company professionally, honestly, and ethically in all business matters and concerns.Assigns sales leads to Residential Sales Consultants in accordance with the company Lead Distribution Policy.Desired Skills and Qualifications:High school diploma or equivalent with experience working in customer service or other customer-facing environment. Prior experience dispatching is desirable.Experience or training the use of computers and related systems in an administrative office environment. Prior experience with an AS400 system desirable.Must be able to multi-task and work effectively in fast-paced and constantly changing work environment. Must be comfortable switching rapidly between tasks with no loss in efficiency and effectiveness.Excellent customer-service, communication, and interpersonal skills.Ability to work effectively in both a team and an independent environment.Knowledge of, or ability to learn, local geographical areas (streets, highways, cities, and towns).Ability to make decisions based on established guidelines and procedures.Effective organizational and time-management skills. Must be able to prioritize work based on service demands.What We Offer You, as a Service Experts Employee:Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.Competitive Pay, including incentive opportunities for many positionsPaid Time Off and Company Holiday PayMedical /Dental /Vision Insurance programs401(k) Retirement Savings Plan with company matching contributionsLife Insurance, for you and options you can elect for your familyShort-term and Long-term disability insurance options, that protects you and your family if you are unable to workSupplemental benefit programs such as: Legal advice, pet insurance, health advocacy programsWorld Class Training opportunities, through our Experts UniversityCareer Development opportunitiesMinimum Experience: 2+Years Minimum Education: High School Diploma/GEDThe job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Service Experts.Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email [e-mail]