Benefits:
401(k) matching
Health insurance
401(k)
Competitive salary
Dental insurance
Paid time off
Vision insurance
Canopy Lawn Care
Sales and Service Coordinator - Detailed Responsibilities & Performance Targets
Reports to: Director of Sales
Type: Full-Time
The Coordinator plays a vital role in ensuring smooth communication and operational flow between the Sales team and Operations Managers. This position supports the transition from new customer acquisition to service delivery by managing CRM entries, scheduling support, internal alignment, and performance reporting.
This position will work with our sister company, Edison Landscaping, on service and sales initiatives.
This is a full-time, detail-focused position ideal for someone who thrives in a fast-paced, multi-team environment. The Coordinator helps ensure that every new Canopy customer is onboarded accurately, routed properly, and serviced without friction—without managing field staff directly. In addition to daily coordination, the Coordinator also supports the Director of Sales on special projects and strategic initiatives throughout the year.
Core Responsibilities
Input and verify new customer signups in the CRM (e.g. ServiceMinder), ensuring accuracy in turf type, service area, program selection, and internal notes
Assign customers to appropriate routes and communicate timelines to Ops Managers
Monitor and report on onboarding progress — from sale to first service
Flag account or schedule issues proactively to prevent service delays
Track “time-to-first-service” metrics and support improvements across markets
Maintain clean, accurate CRM records for all new and existing clients
Help adjust service schedules due to weather, holidays, or service volume changes
Assist in organizing weekly routing reports and support Ops Managers in optimizing coverage
Audit CRM entries for missing notes, service instructions, or miscategorized services
Act as the day-to-day liaison between the Sales team and both Residential and Commercial Operations Managers
Attend weekly Sales + Ops check-ins and deliver updates on onboarding progress, delayed services, or market capacity
Share visibility of upcoming promotions, volume spikes, or shifts in territory growth with the Ops team
Ensure Sales team is aware of operational constraints and timelines to set appropriate customer expectations
Generate weekly reports on:
New customer onboarding status
Sales-to-service handoff times
Delayed service counts by reason
Support monthly KPI dashboards with data pulled from CRM and routing software
Maintain internal logs for route adjustments, customer reschedules, or special cases
Help identify gaps in the sales-to-service pipeline and surface them to leadership
Serve as the primary point of contact for customers, ensuring timely and professional communication.
Respond promptly to phone calls, emails, and service requests with accuracy and empathy.
Manage customer inquiries, concerns, and scheduling needs with a solutions-oriented mindset.
Communicate service updates, scheduling changes, and follow-up details proactively.
Coordinate between field technicians and customers to ensure seamless service delivery.
Maintain detailed and accurate customer records in the CRM system.
Anticipate customer needs and identify opportunities to enhance satisfaction and loyalty.
Provide clear explanations of services, timelines, and next steps to help set expectations.
Support the resolution of customer issues by collaborating with team members and management.
Represent the company’s values and commitment to exceptional service in every interaction.
Support for Special Projects & Sales Initiatives
The Coordinator will also work closely with the Director of Sales on strategic projects and internal initiatives, including:
Supporting seasonal promotions, tracking execution and Ops alignment
Assisting with new market launches or expansions
Helping build or maintain internal SOPs, playbooks, or routing protocols
Assisting in the creation of dashboards, route projections, or onboarding performance metrics
Coordinating pilot programs across multiple locations
Managing special campaigns (prepay renewals, paused client outreach, win-back offers)
Preparing materials for leadership meetings and quarterly business reviews
Conducting internal audits (CRM cleanup, route gaps, territory mapping)
Success in This Role Looks Like:
New customers are added, assigned, and serviced efficiently
Sales and Operations teams stay informed and aligned
CRM and routing data are accurate, clean, and actionable
Reports are delivered on time with actionable insights
Strategic initiatives are supported with focus, accuracy, and follow-through
Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Canopy Lawn Care is an innovative lawn treatment company that is taking a fresh approach to the green industry. We are an employee-first company that builds and maintains great-looking, healthy lawns in an environmentally responsible manner. We use technology to streamline operations and improve communications, providing an exceptional employee and customer experience.
We’re reinventing the residential and commercial lawn care industry by providing year-round services to our customers. We support industry-leading crews who have the best equipment, branded trailers and uniforms, technology, and tons of encouragement from our team. We are bringing sophistication, technology, and culture to a dated and fragmented industry, making both our customers and our crews' lives better in the process.
We are strong believers in company culture and have a mission to facilitate the redemption of the home services industry, for both the homeowner and the worker. Our company values (S.E.R.V.E.) are core to this mission: Strive for excellence, Exceed expectations, Represent ourselves well, Value others, and Enjoy what we do!
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.