Sales Operations Coordinator I
On-siteSalem, Virginia, United States
Job Summary
Coordinate service and sales dispatch by analyzing customer problems, scheduling appointments, and routing technicians based on availability and skill sets. Communicate with customers to confirm calls, resolve issues, and gather information on system needs while updating the Sales Dispatch Board and STARS modules. Manage capacity planning by filling appointment gaps, creating quote tickets, and assigning leads to Residential Sales Consultants. Track productivity metrics, generate daily sales reports, and document missed appointments or complaints to inform management. Confirm arrival times for follow-up visits and ensure financing forms are completed and sent to vendors.
Required Qualifications
- High school diploma or equivalent
- 2 years' experience working in customer service or another customer-facing environment
- Must be able to multi-task and work effectively in a fast-paced and constantly changing work environment
- Must be able to switch rapidly between tasks with no loss in efficiency and effectiveness
- Excellent customer service, communication, and interpersonal skills
- Ability to effectively communicate with co-workers and customers in a pleasant, business-like, and customer-focused manner
- Ability to communicate with a diverse customer population
- Ability to work effectively in both a team and an independent environment
- Ability to learn and to practice proper radio-communication techniques and to utilize pager systems
- Ability to make decisions based on established guidelines and procedures
- Effective organizational and time-management skills
- Must be able to prioritize work based on service demands
Desired Qualifications
- Prior experience dispatching
- Experience or training in the use of computers and related systems in an administrative office environment
- An understanding and knowledge of the HVAC/Refrigeration Industry
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