Sales Operations Coordinator II

About the role

Welcome! The Sales Operations Coordinator II is responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems. You will communicate with the customer regarding scheduled calls and follow-up visits. You will efficiently plan and route the most-appropriate technicians and Residential Sales Consultants in accordance with established guidelines and company procedures. Your work is performed in accordance with established processes and procedures in a fast-paced, constantly changing environment.

Key Responsibilities

Effectively and courteously communicates with customer in order to schedule service, maintenance, or sales call while gathering information on the customer's current systems and needs. Responsible for calling customers to remind them of an upcoming scheduled appointment and to keep them informed on any changes in Technician, Installer, or Residential Sales Consultant arrival time.

Efficiently and effectively plans and routes branch staff to service calls based on availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board. Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planning.

• Represents the company professionally, honestly, and ethically in all business matters and concerns.
• Assigns sales leads to Residential Sales Consultants in accordance with the company Lead Distribution Policy.
• Desired Skills and

Qualifications

• High school diploma or equivalent with experience working in customer service or other customer-facing environment.
• Prior experience dispatching is desirable.
• Experience or training the use of computers and related systems in an administrative office environment.
• Prior experience with an AS400 system desirable.
• Must be able to multi-task and work effectively in fast-paced and constantly changing work environment.

• Must be comfortable switching rapidly between tasks with no loss in efficiency and effectiveness.
• Excellent customer-service, communication, and interpersonal skills.
• Ability to work effectively in both a team and an independent environment.
• Knowledge of, or ability to learn, local geographical areas (streets, highways, cities, and towns).
• 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.

What We Offer

You, as a Service Experts Employee: Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.

Competitive Pay, including incentive opportunities for many positions Paid Time Off and Company Holiday Pay Medical /Dental /Vision Insurance programs 401(k) Retirement Savings Plan with company matching contributions Life Insurance, for you and options you can elect for your family Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs World Class Training opportunities, through our Experts University Career Development opportunities Minimum Experience: 2+ Years Minimum Education: High School Diploma/GED The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Service Experts.

To request an accommodation, please email