Sales & Installation Coordinator

The Blue Collar Recruiter • Marmora, NJ

8d • Onsite

About The Position

We are seeking a highly organized Sales & Installation Coordinator to serve as the connection between our Sales and Installation teams. In this role, you'll help ensure every customer experiences a seamless transition from the initial sales inquiry through installation readiness. This position is ideal for someone who enjoys customer service, coordinating multiple projects, and keeping processes organized in a fast-paced environment.

Requirements

• High school diploma or GED required.
• 2–5 years of experience in project management, customer service, call taking, or a related field, or an equivalent combination of education and experience.
• Excellent customer service and organizational skills.
• Ability to multitask and manage competing priorities.

Nice To Haves

• Geographic knowledge of the service area preferred.
• Industry experience is preferred but not required.
• Experience with ServiceTitan is preferred but not required.

Responsibilities

• Answer and qualify incoming sales calls and electronic inquiries.
• Assign and dispatch leads to Comfort Consultants following established processes.
• Assist the Sales Manager with lead management and pipeline coordination.
• Coordinate financing close-out documentation with customers.
• Open sold jobs and enter them into ServiceTitan.
• Create and maintain complete job packets.
• Verify job documentation before scheduling.
• Process permits and inspection requests.
• Coordinate with the Install Manager to ensure projects are ready for scheduling.
• Assist with warranty requests, including opening warranty jobs and scheduling warranty technicians.
• Serve as the primary point of contact from the time a job is sold through installation completion.
• Provide customers with scheduling updates.
• Assist customers with paperwork and financing documentation.
• Coordinate communication between customers, Sales, Installation, and the office to ensure a smooth customer experience.
• Maintain accurate project records.
• Monitor project progress.
• Assist with weekly sales and installation reporting, including sales, lead closing, lead source, referral, and warranty reports.
• Participate in Sales and Production meetings.
• Identify opportunities to improve processes and communicate workflow concerns to department leadership.

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• Dental insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED