Lead Generator (54369)
About The Position
Western Heating & Air Conditioning is looking for a Lead Generator! Western Heating is a family-owned company that has been in business since 1967. We pride ourselves on ethical treatment of our customers and our employees. This role is to support our growing Sales Department and is a critical piece to maximizing revenue opportunities, strengthening customer relationships, providing administrative and operational support to the sales team. If you are organized and thrive in a fast-paced environment, then this position offers excellent opportunities to grow within a high-performing team. Job Description: The Lead Generator is responsible for managing and tracking sales follow-up opportunities to increase close rates and improve customer experience. This role also serves as a backup to the Lead Sales Coordinator and assists with departmental administrative functions to ensure efficient sales operations.
Requirements
- Strong communication skills (phone and written)
- Highly organized with strong attention to detail
- Comfortable following structured processes while managing multiple priorities
- Experience in customer service, sales support, or administrative roles preferred
- Proficient in CRM systems and Microsoft Office
- Ability to maintain professionalism and confidentiality
Nice To Haves
- Trade knowledge (HVAC industry experience or technical familiarity) is a strong bonus attribute
Responsibilities
- Sales Follow-Up & Opportunity Management Conduct timely follow-up with customers on open estimates and proposals
- Track and document follow-up activity within CRM systems
- Re-engage previously quoted opportunities to maximize conversion rates
- Coordinate with Comfort Advisors and Sales Team to update opportunity status
- Monitor aging proposals and provide reporting insights to leadership
- Schedule appointments or next steps as needed
- Sales Department Support Serve as backup for the Lead Sales Coordinator when needed
- Assist with scheduling, documentation, and proposal processing
- Prepare sales packets and support documentation
- Maintain organized and accurate sales records
- Support coordination between sales, installation, and customer service teams
- Administrative Functions Manage inbound/outbound communication related to sales opportunities
- Generate reports and track key performance indicators
- Assist with data entry and CRM maintenance
- Support department workflow and cross-team communication
Benefits
- Health insurance
- Dental insurance
- Employee discount
- Paid time off
- Traditional 401K + Roth IRA with 4% Employer match
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
