Sales Operations Coordinator II

2240 Service Experts Heating & AC LLC; Salt Lake City (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive Pay

Paid Time Off

Medical / Dental / Vision Insurance

401(k) with company matching

Life Insurance

Disability insurance

Training opportunities

Job summary

Service Experts Heating & Air Conditioning seeks a Sales Operations Coordinator II to support the Sales Team, Technicians and Installers by maintaining data in core systems and coordinating customer communications. You will plan routes for technicians and Residential Sales Consultants following company guidelines in a fast-paced environment.

Key duties include scheduling, reminders, capacity planning, and lead assignment, with a focus on efficiency and customer service as part of a professional

Qualifications

• High school diploma or equivalent with experience in customer service
• Prior dispatching experience is desirable
• Experience or training using computers in an administrative office environment
• Must be able to multi-task in a fast-paced environment
• Excellent customer-service, communication, and interpersonal skills
• Ability to learn local geographical areas and make decisions per guidelines
• Strong organizational and time-management abilities
• Ability to prioritize work based on service demands

Responsibilities

• Schedule service, maintenance, or sales calls by gathering customer information
• Call customers to remind them of upcoming appointments and inform changes
• Plan and route staff to service calls based on availability, skills, location and latest data
• Maintain capacity planner and fill appointment gaps from cancellations/rescheduling
• Represent the company professionally and ethically
• Assign sales leads to Residential Sales Consultants per policy

Skills

Customer service

Communication

Multitasking

Time management

Geography knowledge

Decision making

Teamwork

Capacity planning

Education

High School Diploma/GED

Experience with computers

Tools

AS400

Capacity Planning System

Dispatch Board

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.

• Competitive Pay, including incentive opportunities for many positions
• Paid Time Off and Company Holiday Pay
• Medical /Dental /Vision Insurance programs
• 401(k) Retirement Savings Plan with company matching contributions
• Life Insurance, for you and options you can elect for your family
• Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
• Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs
• World Class Training opportunities, through our Experts University Career Development opportunities

Minimum Experience: 2+ Years

Minimum Education: High School Diploma/GED

The 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]

Company Home Hello, Future Experts! Welcome to our employment portal, the ultimate destination for reviewing our current job listings and submitting your applications online. Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us and become an EXPERT! Headquartered in Richardson, TX, Service Experts Heating & Air Conditioning provides HVAC and plumbing maintenance and repair to homes and businesses. A strong focus on the customer experience has persisted throughout Service Experts’ history. Even today, Service Experts continues its strong focus on growth. Our goal is to be the best and biggest in the markets we serve. But one thing has always, and will always, define Service Experts: our unwavering commitment to our customers. Looking for the best when it comes to keeping your home safe, comfortable, and highly efficient? There’s an Expert for that.