Sales Coordinator

Duties and responsibilities for the position below are not limited to and are subject to change.

Answer Phones as they come in.

  • Reroute Calls if Necessary
  • Answer Customer Questions


Communicate with and Dispatch Residential Salesman

Schedule Estimates

  • Enter Job(estimate) into foundation
  • Enter and send calendar invite through outlook
  • Update Lead List using Microsoft Excel
  • Proposals and other sales documents scanned into Foundation


Sold Jobs Paperwork

  • Create Install(job) in foundation plus install Dispatch (for residential department to schedule the install)
  • Job Packets
  • Invoice
  • Warranty and national grid paperwork
  • Financing
  • Permits if needed must be applied for
  • Any special instructions that need to be relayed to the install department


Job Completed(installed) paperwork

  • Job Payment Collected
  • Financing filled out and signed
  • If not notify salesman immediately via email (use a read receipt)
  • Does the job need to be billed out?
  • Create invoice and send out (do we have a contact, if not try to get an email so we can cc the salesman)
  • Mail invoice out
  • Complete job in Foundation
  • Apply Payment
  • Scan necessary Paperwork into Foundation
  • Register Warranty if needed
  • Get info for National Grid together to send out to customer if needed.
  • Update the lead list.
  • Update Residential Sold Job Spreadsheet
  • Collect everything needed and start folder for commissions


Installations for Next Day

  • Call or text customers for next day
  • If texting customer any customer that did not receive the text needs to be called.


Service Technician Leads

  • Service Lead Spreadsheet
  • Send spreadsheet to Todd Mischitelli for Service leads for Month
  • Get Salesman commissions together for Review

Job Type: Full-time

Pay: $16.00 - $18.00 per hour

COVID-19 considerations:
Employees must wear masks at all times when not in their office or work space. Any visitors are required to wear a mask at all times in the building.

Inside Project Manager Job

Ready To Apply?