Sales and Installation Coordinators

Description

The Sales and Installation Coordinator is responsible for scheduling and coordinating leads/prospects for all Departments. Starting from a lead/prospect all the way to ensuring installation has been scheduled and completed. 

• Full-time
• Non- Exempt position (overtime eligible)
• Remote: no 
• Event & volunteer opportunities 

Benefits

• 401k with 401k Employer Matching
• Paid Time Off
• Holiday Pay
• Company Discounts 
• Learning and Development Opportunities 
• Commission and Bonus Opportunities 
• Health Benefits 
• Company paid life insurance 50K 

DUTIES AND RESPONSIBILITIES:

• S&I Coordinators are responsible for contacting all leads and updating accordingly in Salesforce.  
• Coordinators are responsible for lead nurturing or follow-up, provide appointment setter with leads in order to ensure appointment is scheduled and conducted. 
• If a sale/rental was NOT obtained follow up call and necessary correspondence will be made.
• Responsible for all commercial orders start to finish, including but not limited to
• Processing the order
• Communicate with departments to ensure equipment is in stock for installation
• Ensure installation is completed
• Ensure start up is scheduled and completed
• Ensure invoice is prepared sent and received
• Ensure payment is received
• Payroll entry and submission 
• 3 days after install, customer will be contacted to schedule Call Back
• Review sales orders for completion and accuracy, records on customer database, runs credit, verifies payment and location, and create necessary paperwork for installation scheduling. 
• Maintain Customer database by inputting customer profile and updates.
• Communicate clearly and positively with customers, including legibly completed forms. 
• Maintain open and positive communication with other employees, departments, and dealerships, and aid where possible to support company-wide goals to exceed customer’s expectations.
• Performs other related duties as assigned by management.

Requirements

QUALIFICATIONS:

High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.

Certificates, licenses and registrations required:  

Computer skills required: Contract Management Systems (EX: DocuSign) Human Resource Systems (EX: ADP); Inventory Software; Microsoft Office Suite; Payroll Systems; Project Management Software (EX. Monday.com); Customer Relationship Management (EX: DMS, Salesforce) 

Other skills required: 

Proficient communication skills with customers and employees

Self-motivated 

COMPETENCIES:

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Oral & Written Communication – Speaks and writes clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

Frequently required to stand, walk, sit, utilize hand and finger dexterity, and talk or hear

Occasionally required to climb, balance, bend, stoop, kneel or crawl

Occasionally required to taste or smell

Occasionally exposure to outside weather conditions 

While performing the duties of this job, the noise level in the work environment is usually moderate

The employee must occasionally lift and /or move more than 50 pounds / frequently lift and/or move up to 10 pounds / continually lift and/or move up to 5 pounds

Specific vision abilities required by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus

Additional remarks regarding work environment: Indoors with occasional volunteer opportunities in various locations. 

Specialized equipment, machines, or vehicles used: None

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.