Sales Coordinator

The Plumbing and Air Service Company•Kernersville, NC

About The Position

The Sales Coordinator oversees the customer journey and sales cycle from initial inquiry through job completion across HVAC, plumbing, and electrical opportunities. The role identifies Comfort Advisor opportunities within booked jobs by evaluating customer notes, service history, equipment, and call details, then matches each opportunity with an appropriate advisor. Working with Sales Leadership, Dispatch, Inside Sales, and Marketing, the Sales Coordinator maintains accurate opportunity and job data, manages Comfort Advisor capacity and scheduling, and develops outbound strategies to support job-count and revenue goals. The role reinforces accountability among Comfort Advisors, technicians, and managers to ensure consistent execution of the Awesome Customer Experience (ACE) Process. This position supports sales team performance and revenue growth by managing scheduling boards, assigning the right resources to jobs, maintaining data integrity, reviewing job quality, and debriefing advisors after calls. It also supports administrative tasks such as rebate processing and equipment registration. The work is usually performed in an indoor office environment.

Requirements

At least one year of experience in dispatching, sales support, customer service, scheduling, logistics, or service coordination in a fast-paced business environment.
Ability to manage scheduling and capacity for a team of up to 15 Comfort Advisors.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Comfort adopting and using technology, business systems, and AI tools to improve efficiency and decision-making.
Strong organizational, problem-solving, and multitasking abilities.
High school diploma or GED.
Strong reading, writing, and comprehension skills.
Clear, confident, and professional communication skills with employees, customers, and managers.
Ability to remain calm, focused, and decisive while handling scheduling changes, emergencies, and competing priorities.

Nice To Haves

Experience in a multi-trade home services environment, including HVAC, plumbing, and electrical.

Responsibilities

Ensure Comfort Advisors meet with five customers daily as part of the 5-2-1 ACE Process.
Keep each Comfort Advisor’s shift current on a daily basis and block meetings and personal time on the scheduling board.
Use Adaptive Capacity to maintain accurate Comfort Advisor availability and coordinate with Dispatch when technician availability affects advisor capacity.
Communicate install availability to Comfort Advisors and book install jobs and other sales generated by Comfort Advisors.
Assign the appropriate Comfort Advisor based on skill, trade, and zone; update resources when hires, terminations, or shift changes occur.
Maintain accurate information when using Dispatch Pro, add multiple technicians when needed, and communicate with Dispatch to identify and prioritize ACE calls.
Manage on-call rotations and weekend activity.
Participate in sales meetings and training to understand sales team capabilities and available products and services.
Maintain real-time accuracy of the scheduling board and hold Comfort Advisors accountable for call goals.
Conduct periodic job quality reviews, troubleshoot issues, and report recurring training needs to line managers.
Ensure sales, ACE, and installation jobs and estimates are complete, accurate, and properly linked, including the initial diagnostic visit, sales estimate, and install job.
Hold Comfort Advisors and managers accountable for arrival windows, status updates, and process; conduct ticket reviews and communicate training needs to line managers.
Debrief with the Comfort Advisor after every call and complete and attach the standard Service Titan debrief form to each job.
Process rebates, register equipment, and perform other administrative tasks that support the sales process.
Identify sales opportunities in customer interactions and communicate them to Comfort Advisors, technicians, management, and the office.
Monitor job notes, technician status, scheduling information, and opportunity details; interpret operational reporting to support business decisions.
Manage same-day changes, emergencies, scheduling conflicts, and competing priorities while maintaining customer arrival expectations.
Monitor key performance indicators, identify recurring patterns and process gaps, and bring forward actionable solutions to line managers.