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Sales Operations Specialist
2 months ago
Overview:
As a vital member of the HVAC Sales Team, the HVAC Sales Coordinator will manage and prioritize all incoming leads generated through various marketing and technical channels. This role is crucial in optimizing sales opportunities and enhancing revenue streams for the organization.
Key Responsibilities:
- Collaborate with technicians to identify and set up sales leads.
- Ensure a seamless transition of leads from technicians to sales representatives.
- Engage with customers to prioritize leads and collect essential information for the sales team.
- Organize and prioritize sales calls, dispatching sales representatives based on operational needs.
- Generate and schedule reports for the dispatch team to assist in lead management.
- Monitor and track the outcomes of all sales calls and potential opportunities.
- Focus on unsold opportunities to maximize sales and service outcomes.
- Conduct timely follow-ups on unsold opportunities to recover potential sales and drive revenue.
- Cultivate strong client relationships, negotiating and closing sales effectively.
- Build rapport with customers to recommend appropriate products and services.
- Maintain an accurate and updated customer database.
Qualifications:
- Strong multitasking abilities with attention to detail and prioritization skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
- Previous customer service experience is advantageous.
- Familiarity with Service-Titan is preferred but not mandatory.
Experience/Education:
- High school diploma or equivalent experience required.
- Sales experience is beneficial.
Compensation:
- Salary based on experience.
Benefits:
- Competitive dental, vision, and healthcare plans.
- 401(k) matching program.
- Short-term and long-term disability coverage.
- Life insurance options.
PTO:
- Paid holidays and employee assistance programs.
Disclaimer:
The above job description is not exhaustive of all responsibilities, skills, efforts, or working conditions associated with this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
