Sales Coordinator
Allbritten•Fresno, CA
•Onsite
About The Position
The Inside Sales Coordinator is responsible for driving revenue through outbound and inbound sales activities while coordinating leads, proposals, and customer follow-up. This role expands on traditional inside sales responsibilities by acting as a central point of coordination between customers, field technicians, and installation teams. This position focuses heavily on converting unsold opportunities, maximizing lead value, and ensuring seamless sales-to-installation execution.
Requirements
- Relevant education or equivalent work experience
- Proven track record in sales or inside sales environment
- Strong customer service and phone communication skills
- Highly organized with strong follow-through
- Financial acumen and understanding of job profitability
- Proficient in Microsoft Office and sales/CRM systems
- Ability to work in a fast-paced, goal-driven environment
Nice To Haves
- Experience in HVAC, plumbing, or electrical industry
- Experience with ServiceTitan or similar systems
- Familiarity with load calculations and system sizing
- Bilingual (English/Spanish) preferred
Responsibilities
- Perform outbound calls on service invoices, unsold estimates, and marketing-generated leads
- Convert inbound and outbound opportunities into booked jobs and closed sales
- Establish customer rapport and recommend appropriate products and services
- Overcome objections and guide customers toward confident purchasing decisions
- Develop and maintain strong client relationships
- Create accurate, complete sales proposals that can be efficiently transferred to installation teams
- Coordinate with field teams to ensure job readiness and customer expectations are aligned
- Track open opportunities and ensure timely follow-up on all leads
- Ensure all documentation is complete, accurate, and compliant with company standards
- Perform basic load calculations and assess heating and cooling requirements (as applicable)
- Communicate product knowledge, pricing, and service options clearly to customers
- Develop understanding of local codes, product lines, and service offerings
- Provide exceptional customer service through all communication channels
- Build customer confidence through accurate, transparent, and professional communication
- Address customer concerns and escalate when appropriate
- Meet or exceed sales and booking targets
- Drive accessory sales and maximize revenue per opportunity
- Maintain high levels of customer satisfaction
- Ensure jobs are sold accurately without errors or omissions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
