Sales & Installation Coordinator
Marmora, NJ 08223 | Full-Time | Monday–Friday | 8:00 AM–4:30 PM
Salary: $55,000–$65,000 per year, based on experience
Benefits
- Paid Time Off (PTO)
- 401(k)
- Health Insurance
- Dental Insurance
- Vision Insurance
Position Overview
We are looking for a highly organized Sales & Installation Coordinator to serve as the key link between our Sales and Installation teams. This position helps ensure a smooth customer experience from the initial sales inquiry through installation completion.
The ideal candidate enjoys providing excellent customer service, managing multiple projects at once, and keeping processes and documentation organized in a fast-paced environment.
Key Responsibilities
Sales Support
- Answer and qualify incoming sales calls and electronic inquiries
- Assign and dispatch leads to Comfort Consultants according to established procedures
- Support the Sales Manager with lead management and pipeline coordination
- Coordinate financing close-out documentation with customers
Installation & Project Coordination
- Open sold jobs and enter project information into ServiceTitan
- Create and maintain complete job packets
- Review and verify job documentation prior to scheduling
- Process permits and inspection requests
- Work closely with the Install Manager to ensure projects are ready to be scheduled
- Assist with warranty requests, including opening warranty jobs and scheduling warranty technicians
Customer Support
- Serve as the primary customer contact from the time a job is sold through installation completion
- Provide customers with updates regarding scheduling
- Assist customers with required paperwork and financing documentation
- Coordinate communication between customers, Sales, Installation, and office personnel to provide a seamless customer experience
Operational Support
- Maintain accurate and up-to-date project records
- Monitor project progress and status
- 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 for process improvement and communicate workflow concerns to department leadership
Qualifications
- 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 effectively manage competing priorities
- Knowledge of the local service area preferred
- Industry experience preferred but not required
- ServiceTitan experience preferred but not required
Schedule
- Monday–Friday
- 8:00 AM–4:30 PM
- Some overtime may be required
Why Join the Team?
If you're an organized professional who enjoys coordinating projects, assisting customers, and working across multiple departments to keep operations running efficiently, this could be a great opportunity for you.
Your attention to detail, communication skills, and ability to stay organized will play a direct role in creating a positive experience for every customer.
