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Customer Experience & Sales Coordinator
- Jacksonville, Florida, United States
- Jacksonville, Florida, United States
Über
Overview Aire Serv is seeking a Sales & Install Coordinator to help keep our sales pipeline, installation schedule, and customer communication running smoothly.
This role acts as the central hub between sales consultants, installation crews, vendors, and customers to ensure projects move efficiently from initial lead through final installation.
This is not a passive administrative role . The Sales & Install Coordinator actively coordinates schedules, customer communication, permits, equipment, and vendor logistics to keep projects on track.
The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced home service environment.
Responsibilities Lead & Sales Coordination
Review incoming leads from ServiceTitan, website, email, and phone
Respond promptly to new leads and schedule sales appointments
Track lead activity and maintain accurate CRM notes
Assign leads to sales consultants and coordinate availability
Record sold jobs and ensure accurate sales-to-install handoff details
Install Scheduling & Customer Coordination
Maintain the installation schedule for all sold jobs
Confirm installation dates with customers and review job expectations
Schedule punch list items and incomplete work from previous installs
Coordinate with the Install Manager and foremen to track job progress
Communicate schedule updates or delays to customers
Permits, Compliance & Scheduling
Verify permits are filed for upcoming installations
Schedule inspections and layout appointments
Coordinate with the Install Manager on design and layout scheduling
Materials & Vendor Coordination
Ensure equipment and materials are staged for upcoming installs
Coordinate subcontractors and special equipment when required
Manage purchase orders and vendor deliveries
Handle equipment returns, warranties, and vendor communication
Equipment Registration & Rebates
Register equipment with manufacturers
Submit and track rebates and extended warrantiesMaintain accurate logs for registrations and confirmations
Follow up with installers for missing serial numbers or documentation
Job Costing & Administrative Support
Complete job costing paperwork and send to accounting
Track installation progress within ServiceTitan
Maintain inspection, rebate, and warranty records
Return customer calls and resolve open issues
Must Have Qualifications
3+ years experience in customer service, scheduling, or office coordination
Experience working with multiple teams (sales, field technicians, and customers) simultaneously
Strong organizational and communication skills
Comfortable working in CRM systems and scheduling software (ServiceTitan experience preferred)
Ability to manage multiple priorities and deadlines in a fast-paced environment
High attention to detail for permits, paperwork, job costing, and customer documentation
Nice to Have
Experience in HVAC, plumbing, construction, or home services
Experience using ServiceTitan
Familiarity with permits, inspections, equipment registrations, or manufacturer rebates
Project coordination or operations experienceExperience coordinating install crews or field teams
Paid Time Off
Health Care
Dental Insurance
Vision Insurance
Overtime Pay
On-the-Job Training
No Weekend Work
Spiff Opportunities
100% Company Paid Benefits
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Sprachkenntnisse
- English
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