Lead Coordinator

Airtron•Dallas, TX

3d•Onsite

About The Position

The Lead Coordinator will be responsible for managing the sales lead schedule and flow for the Comfort Consultants to include leads from field technicians, call-ins, and emailed leads. They will also be responsible for making sure the install paperwork is turned in complete, jobs have been scheduled, and that all equipment has been secured. Responsibilities also include maintaining lead reports for commission purposes and overseeing all post job paperwork is completed.

Requirements

High School Diploma or GED.
2-4 years of experience working in an office setting with a minimum of 20% of daily duties assisting customers over the phone.
General computer competency is required, including a minimum of 1-year experience Microsoft Excel, Word, and Outlook.
Must be able to communicate in English effectively, both verbally and in writing.
Ability to work overtime with little notice; weekends hours may occasionally be required.

Nice To Haves

Experience in HVAC setting or large service organization.
Completed college course work.
Customer service mindset.
Ability to work independently and as part of a team.
Excellent written and verbal communication skills.
Able to work in a fast-paced environment.
Strong organizational skills, attention to detail and the ability to multi-task.
Willingness to learn and be a part of a team.
Positive attitude and a team player.
Related work experience may be substituted for education.
Ability to build positive relationships with customers, both internal and external.
Willingness and ability to work collaboratively with all levels of the organization.
Safety mindset and acceptance of a safety culture.

Responsibilities

Manage incoming leads and schedule appointments
Maintain lead tracking reports and sales pipeline visibility
Track Lead source performance and monthly incentive programs
Routes service calls and provides scheduling advice to technicians and customers.
Promptly and effectively communicate with customer services representatives, technicians, and management.
Provide administrative assistance to other departments which have cross over in the Service department.
Answering phones, schedules customers and assists customers with any/all inquiries as needed.
Manages all data entry including but not limited to utilization of emails, text messages and other communicative tools to help efficiently route manpower and other resources throughout the days.
Ensures that good customer relations are maintained, and that customer claims and complaints are resolved fairly, effectively and in accordance with the consumer laws.
Follows all company policies and procedures, including but not limited to safety.
Other duties as assigned.