Sales Coordinator

Culligan•Santa Clara, CA

12d

About The Position

The Sales Coordinator provides support to the Sales Manager and supports the sales process from lead engagement through appointment scheduling, installation coordination, documentation, and financial processing. The role delivers a consultative, customer-first experience, helps sales representatives resolve day-to-day needs, and contributes to marketing and business growth initiatives.

Requirements

High school diploma or equivalent.
2–4 years of experience in sales coordination, sales support, customer service, lead management, call center operations, or a related role.
Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Excellent written and oral communication skills.
Strong customer service skills.

Nice To Haves

Associate degree in Business Administration or a related field.
CRM experience, preferably Salesforce.

Responsibilities

Manage inbound inquiries and conduct outbound outreach to new, aged, and previously canceled leads to maximize appointment opportunities.
Understand customer needs and recommend appropriate next steps to deliver a consultative, customer-first experience.
Schedule qualified consultations with the appropriate Household Sales Representative based on territory, availability, drive time, and scheduling guidelines.
Meet designated lead-to-appointment conversion and responsiveness targets.
Complete month-end reporting.
Communicate with Household Sales Representatives and Assistant Sales Managers when appointments are not updated properly or promptly.
Serve as the primary point of contact for Household Sales Representatives during the day, providing real-time support with appointments, customer inquiries, financing questions, scheduling, and issue resolution.
Schedule and coordinate installations using Outlook calendars and communicate with office staff, installers, and sales representatives to ensure information is accurate, resources are aligned, and installations are completed successfully.
Assist with contract processing, off-the-truck sales, rental conversions, and sales documentation.
Review and validate financing details to ensure the financed amount matches the executed sales contract and identify discrepancies.
Submit funding remittance requests to the Cash Applications Team to support timely payment processing and account reconciliation.
Support marketing campaigns, grassroots events, lead generation initiatives, and marketing material coordination.
Analyze lead trends and campaign performance data.