Sales & Install Coordinator

3 weeks ago

Gaithersburg, Maryland, United States Zephyr Full time

Zephyr is the first tech-enabled home services platform designed to empower technicians and delight homeowners. We are focused on perfecting the home services experience from the inside out. We do this by investing in our technicians to consistently deliver trusted service through our local brands. Zephyr combines operational excellence, digital intelligence, and enhanced talent development practices to create the best environment for HVAC, Plumbing, and Electrical technicians to practice their craft. A better technician experience leads to a better customer experience.


About Michael Bonsby HVAC, Plumbing & Electrical

Michael Bonsby HVAC, Plumbing & Electrical, a Zephyr local brand business, is an established company with over 20 years of experience providing top tier service to the Maryland, Virginia and Washington D.C. communities.

About the Role

Michael Bonsby HVAC, Plumbing & Electrical is looking for a Sales & Install Coordinator to help ensure potential replacement sales are identified, sold & prepped for successful in-home close as well as ensure successful installation staging and completion. This position will drive replacement sales by identifying opportunities, ensure performance metrics are met, and create a positive & winning culture. The Sales & Install Coordinator will work closely with the Sales Manager, Project Managers, Inside Sales Representatives, and homeowners to ensure a seamless sales and installation process. This is a full-time role that will report into the Install Manager and be based out of our Gaithersburg, MD office.

What You'll Do

  • Identify replacement opportunities from Service & Maintenance jobs
  • Track status of unsold replacement estimates
  • Coordinate technician turnovers
  • Book webform sales leads
  • Pull daily sales reports
  • Ensure replacement lead coordination calls are done to set expectations with homeowners before a Project Manager visit
  • Order/assist with equipment ordering (POs), permits, rebates, inspections (including failures and recalls)
  • Order JB warranties and register OEM warranties; confirm warranty & equipment information in ServiceTitan
  • When a replacement sale occurs, book install job in ServiceTitan
  • Run financing applications for new credit and collect on completed jobs; ensure collection on every job
  • Conduct happy calls / send a thank you note after every installation to ensure satisfaction
  • Help Service Manager maintain on call schedule with Dexcomm
  • Batch sales estimate and install jobs

We'd Love To Hear From You If You Have

  • Exceptional customer service skills
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
  • Excellent written and verbal communication skills
  • Strong ability to handle customer complaints and conflicts

Benefits and Perks:

  • Competitive Pay
  • Benefits: We offer top-notch benefits
    • Various medical, dental & vision plans, including 100% employer covered options for you and your family
    • 401(k) match up to 3.5%
    • Long & short-term disability and life insurance
    • Flexible spending accounts for health and dependent care
  • Training and Career Growth: Paid training opportunities and countless internal career growth opportunities to support your growth
  • Paid Time Off: Company paid holidays, generous PTO, and a paid Parental Leave Policy
  • Company Branded Attire for our technicians

Zephyr and it's companies are proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

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