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Sales & Installation Coordinator
Sales & Installation CoordinatorLancaster Plumbing & Heating Co Inc • East Petersburg, PA, US
Sales & Installation Coordinator

Sales & Installation Coordinator

Lancaster Plumbing & Heating Co Inc • East Petersburg, PA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Description :

The Sales & Installation Coordinator is a vital role responsible for :

  • Managing the lifecycle of sales leads.
  • Ensuring timely and accurate processing of installation job paperwork.
  • Coordinating sales and technician schedules.
  • Handling key administrative duties.

This position facilitates seamless team communication, optimizes job execution efficiency, and ensures accurate reporting to achieve company goals. The ideal candidate is organized, detail-oriented, and capable of multitasking to contribute to the company's overall success.

Key Responsibilities :

Sales Lead Coordination

  • Qualify and prioritize inbound installation leads based on urgency and potential.
  • Assign the most suitable salesperson to maximize successful closures.
  • Coordinate sales schedules and dispatch high-priority appointments.
  • Conduct phone debriefs with salespeople after appointments, logging follow-up details.

    • Installation Coordination

  • Schedule sold jobs, including measurement appointments.
  • Review job information to ensure all documentation is accurate and complete.
  • Order necessary permits and inspections promptly.
  • Collaborate with the sales team to collect all required paperwork (contracts, proposals, material lists, etc.).
  • Monitor job progress to ensure timely completion of all stages.
  • Communicate installation reminders to customers as needed.
  • Dispatch installation jobs to teams.
  • Track invoices and ensure POs are correctly applied to jobs.
  • Send invoices to clients and follow up on outstanding payments.
  • Conduct post-installation “happy calls” to ensure customer satisfaction.
  • Register equipment for product warranties.

    • General Administrative Tasks

  • Attend relevant department meetings.
  • Collaborate with management to identify areas for improvement.

    • Qualifications

  • Strong organizational and multitasking skills.
  • Excellent communication abilities to coordinate across departments.
  • Proficiency in spreadsheets and job management software.
  • Detail-oriented with a strong aptitude for paperwork processing.
  • Preferred experience in sales support, installations, or administrative roles.
  • Ability to work efficiently in a fast-paced environment and meet deadlines.

    • How This Role Contributes to Company Goals

  • Sales Growth : By effectively qualifying and prioritizing leads, this role directly increases sales opportunities and enhances customer satisfaction.
  • Operational Efficiency : Streamlines the installation process, ensuring both customer satisfaction and profitability.

    • This combined role ensures smooth operations across sales, installation, and administration, enabling the company to deliver excellent client service while maintaining efficiency and profitability.

    Requirements :

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