HVAC Sales Lead Coordinator

Company: Bill Howe Heating & Air
Location: San Diego
Posted on: November 8, 2024

Job Description:

About Our Company
Bill Howe started AM/PM Sewer & Drain Cleaning in 1980. The company began out of Bill Howe's studio apartment in Pacific Beach, with one goal in mind - give San Diego residents a plumbing company they can trust and continuously build a repeat customer base. By 1983, Tina Howe joined the ranks of Bill Howe as the very first customer care representative. Together Bill and Tina laid the groundwork for the 200+ employees that call Bill Howe home. Today, the Bill Howe Family of Companies has evolved into San Diego's most prominent home services company with an 80% repeat and referral customer base. We offer quality plumbing, heating and air, and flood and restoration services alongside legendary customer service. We Know Howe!
Vision Statement: Be the leader in the Home Services industry in Southern California. Customers call because Bill Howe is 100% trustworthy and the best at providing legendary customer care. Employees experience lasting careers. Positively impact the local communities we serve and put people before profits.
Mission Statement: We stand behind our reputation and guarantees, providing a Bill Howe customer experience that is reliable, positive, and top tier. We are ethical and fair with every customer and work to make things right if something goes wrong. We offer peace of mind to San Diego, knowing that we are available for all of its plumbing, heating & air, and flood & restoration needs 24/7/365.
Workplace Values
The Sales Lead Coordinator will be expected to operate in line with our workplace core values which are:

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• Heart: Fiercely committed to the needs of our employees, communities, and customers.
  
• Opportunity: Focused on building career paths, promoting from within, and offering competitive training and educational opportunities.
  
• World-Class: The BEST at what we do.
  
• Ethical: Transparent, fair, and ethical.
  
  Job Summary
  The primary responsibility is to build and schedule all HVAC estimate opportunity appointments. This includes qualifying leads for Sales reps. This position will also be responsible for scheduling all HVAC turnover opportunities and routing them to Comfort Advisors. Additionally, you will ensure that all leads from other departments are accurately captured and recorded, including information from turnover technicians or plumbers.
  Essential Duties and Responsibilities
  The essential functions include, but are not limited to the following:
  
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  • Client Interaction: Handle all incoming client inquiries related to new equipment. Recognize that this may be the first point of contact for many clients and understand the importance of making a strong, positive first impression. Ensure clients feel enthusiastic about the service they receive.
    
  • Lead Setting: Set leads based on incoming inquiries, ensuring the following criteria are met:
    
    
  • The client is the homeowner.
    
  • The client understands that we will be discussing their HVAC system.
    
  • They are willing to dedicate 60-90 minutes of their time.
    
  • All decision-makers will be present for the meeting.
    
    
  • Replacement Opportunities: Utilize the Replacement Opportunity Form to set all leads and ensure accuracy. Track No Heat and No Cools so they can be moved up if schedule allows.
    
  • Lead Confirmation: Confirm all leads one hour before the scheduled appointment using the appropriate script to ensure the client is prepared and expectations are clear.
    
  • Marketing Support: Assist with marketing efforts to ensure that each salesperson has at least two leads per day. When lead production is below target, you will conduct "Time Checker" calls to clients who recently had service or maintenance to identify potential lead opportunities. Set a minimum of 10 leads per week per salesperson.
    
  • Professional Representation: Professionally represent the company at all times, ensuring 100% client satisfaction.
    
  • Daily Reporting: Provide a daily sales report and leads to the Manager by 9 a.m. daily.
    
  • Cross-Department Lead Management: Capture and record leads from other departments, ensuring that the turnover technician or plumber's information is accurately reflected.
    Administrative Support of Sales Staff
    This role is critical in supporting sales by ensuring a steady flow of leads and opportunities while maintaining professional and efficient communication with clients and internal teams.
    Minimum Qualifications
    
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    • Excellent oral, written and interpersonal communication skills.
      
    • Ability to work under pressure and meet strict deadlines.
      
    • Solid organizational skills and detail oriented.
      
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Keywords: Bill Howe Heating & Air, Newport Beach , HVAC Sales Lead Coordinator, Professions , San Diego, California