Sales Operations Coordinator
About The Position
AllTech Services, Inc. is seeking a proactive, detail-oriented, and highly organized Sales Operations Coordinator to support the Sales Manager and help drive the success of its residential HVAC sales department. This is a hands-on operational role focused on coordinating daily sales activities, tracking performance, maintaining accountability, and ensuring Comfort Advisors have the resources and information they need. The coordinator organizes priorities and department operations, monitors leads and sales opportunities, maintains CRM records and reporting, and connects Sales with Customer Service, Installation, and Operations. The role also supports customer communication and follow-through from the initial appointment through installation. The position is on-site at AllTech's Northern Virginia office and requires a flexible schedule, including alternating weekends. AllTech Services describes its culture as centered on curiosity, ambition, responsibility, and empathy, with an emphasis on teamwork, recognizing hard work, employee development, and long-term success. The company has operated for over 20 years and states that it has never laid off employees during an economic downturn.
Requirements
- At least 2 years of experience in sales coordination, sales operations, administrative support, or a similar role.
- Strong organizational, communication, and multitasking skills.
- Proficiency with Microsoft Office, particularly Excel, and CRM systems.
- Ability to maintain accurate records, prepare reports, and track sales performance.
- Ability to work independently and manage competing priorities.
- Ability to work a flexible schedule, including alternating weekends.
- Must work on-site at the Northern Virginia office.
- Must pass a background check and pre-employment drug screening.
Nice To Haves
- Experience supporting a Sales Manager, Sales Director, or high-performing sales team.
- Experience in HVAC, plumbing, home services, or a related industry.
Responsibilities
- Work directly with the Sales Manager to organize daily priorities, activities, and department operations.
- Anticipate needs, identify challenges, and proactively help resolve issues.
- Prepare sales reports, monitor performance metrics, and track team goals.
- Coordinate sales meetings, schedules, communications, and follow-up activities.
- Track outstanding tasks, commitments, and deadlines to help maintain accountability.
- Keep the Sales Manager informed of important updates, opportunities, and potential concerns.
- Monitor incoming leads, sales appointments, open estimates, and pending proposals.
- Track sales opportunities and ensure customer follow-ups are completed promptly.
- Maintain accurate CRM records, sales pipelines, and reporting dashboards.
- Assist Comfort Advisors with proposals, contracts, customer communications, and documentation.
- Identify opportunities to improve sales processes, efficiency, and overall team performance.
- Help ensure sales procedures and company standards are consistently followed.
- Serve as a communication link between Sales, Customer Service, Installation, and Operations.
- Coordinate sold jobs, contracts, equipment orders, and installation scheduling.
- Ensure paperwork, customer information, and job details are accurate and complete.
- Assist with purchase orders, material coordination, and job costing when needed.
- Follow through on outstanding issues to keep projects moving forward.
- Help ensure a seamless customer experience from the initial appointment through installation.
- Communicate professionally with customers regarding appointments, proposals, and next steps.
- Help resolve scheduling concerns and communication gaps.
- Ensure customers receive timely updates and consistent follow-through.
- Represent AllTech's commitment to professionalism, integrity, and exceptional service.
Benefits
- Health, dental, and vision insurance options.
- 401(k) with company match.
- Health Savings Account (HSA) and Flexible Spending Account (FSA).
- Paid time off and paid holidays.
- Company-paid life insurance.
- Opportunities for bonuses and additional incentives.
- Professional development and advancement opportunities.
- Supportive leadership and a people-first culture.
- Long-term stability; the company states it has never laid off employees during an economic downturn.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
