Job Summary: The HVAC Sales Coordinator is responsible for supporting the sales team in driving revenue growth by coordinating sales activities, managing customer relationships, and ensuring seamless communication between clients, sales representatives, and internal departments. This role involves administrative support, lead management, proposal preparation, and customer service to promote HVAC products and services effectively.

Key Responsibilities:

Sales Support: Assist the sales team with preparing quotes, proposals, and contracts for HVAC products and services. Ensure all documentation is accurate and delivered to clients promptly.

Lead Management: Track and manage sales leads, input data into CRM systems, and follow up with prospective clients to schedule appointments or provide additional information.

Customer Communication: Serve as a primary point of contact for clients, addressing inquiries, providing product information, and resolving issues to ensure high customer satisfaction. Following company guidelines for follow-up communications with customers.

Order Processing: Coordinate with the operations and installation teams to ensure timely scheduling and fulfillment of HVAC orders, maintaining clear communication throughout the process. Prepare job packets for warehouse and installation departments.

Administrative Duties: Maintain accurate records of sales activities, update customer databases, and generate reports on sales performance and pipeline status.

Market Research: Assist in researching market trends, competitor activities, and customer needs to support the development of effective sales strategies.

Inventory Coordination: Work with the supply chain team to monitor inventory levels of HVAC equipment and parts, ensuring availability for sales and installations.

Event Support: Assist in organizing and attending trade shows, promotional events, or customer meetings to promote HVAC products and services.

Compliance: Ensure all sales activities comply with company policies, industry regulations, and safety standards.

Qualifications:

Education: High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Marketing, or a related field preferred.

Experience: 1-3 years of experience in sales coordination, customer service, or administrative roles, preferably in the HVAC or related industry.

Skills:

Strong organizational and multitasking abilities.

Excellent communication and interpersonal skills.

Proficiency in CRM software (e.g., Service Titan, Service Fusion) and Microsoft Office Suite.

Basic knowledge of HVAC systems and terminology is a plus.

Ability to work independently and as part of a team.

Attributes: Detail-oriented, customer-focused, and adaptable to a fast-paced environment.

Physical Requirements:

Ability to sit for extended periods and use a computer.

Occasional travel to client sites or industry events may be required.

Benefits:

Competitive salary

Health, dental, and vision insurance.

Paid time off and holidays.

Opportunities for professional development and career growth