Title: Service Sales Coordinator
Employment Type: Full-Time
Direct Supervisor: Service Manager
The Role
The Service Sales Coordinator is responsible for supporting the Service Manager with the activities of the field services organization through liaising with Staff, Suppliers, and Customers. The focus in this area is on two primary objectives: 1) Maintaining positive value-add relationships by predicting, planning, and responding to our Customers’ parts and service needs, and 2) Ensuring that the critical components and logistics required to address field service obligations are successfully identified and addressed in a timely and thorough manner.
The Service Sales Coordinator’s efforts actively support our mission of ensuring our Customers’ reliable, durable, and safe operations by furnishing the highest quality industrial HVAC systems.
Key Responsibilities
• Responsible for answering our customers’ questions about parts pricing, availability, and submittal quotes for delivered sales.
• Responsible for executing all delivered sales activities for Customers in accordance with company policies.
• Responsible for delivered sales parts orders and preparing/gathering required documentation to support Accounts Payable invoicing per company policies.
• Responsible for supporting sub-contractors and ductwork contractors on service department jobs.
• Responsible for documenting expenses to the correct job and phase in ERP system to allow for proper billing during invoicing.
• Responsible for tracking and identifying delivered sales jobs needing to be invoiced and closed.
• Responsible for documentation in folders on the server for Delivered Sales Quotes and Orders.
• Responsible for tracking and arranging for equipment needing calibration or certification in the Service Department. Equipment includes gang boxes and slings and equipment used in the service department associated with FATs that require calibration and certification.
• Responsible for supporting field service technicians in the field with the necessary tools and parts associated with tasks assigned.
• Supports field service personnel during resolution and closure of project punch lists and emergencies with parts support and shipments.
• Responsible for answering customers’ questions about parts and provided pricing availability, and submittal quotes.
• Quote spares for the new builds and for submitting them to the Customers for review per Project Manager direction.
• Supports purchasing by issuing purchase orders for Delivered Sales and Service Jobs.
• Performs other related work as required.
Skills/Knowledge Required
• Minimum one (1) year of service sales experience, preferably in HVAC industrial equipment.
• High school diploma or GED required.
• Knowledge of HVAC equipment, parts, sales, and support experience a plus.
• Internal and external customer focused.
• Knowledge and understanding of Sage 500 a plus.
• Proficient in Microsoft Office applications (Excel, Word & Outlook).
• Must possess time management, organizational, and communication skills.
• Must possess the ability to thrive in a dynamic problem-solving environment.
• Must meet all physical requirements with or without reasonable accommodation.
• Must have a credit history that demonstrates sound financial decision-making.
• Valid Texas driver’s license, clean driving record, and insurance required.
Work Environment
This job operates in a professional office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Although not frequent, Customer visits to our plant environment may be necessary, as well as offsite meetings at the Customer’s office or PPE-required site.
Physical Demands
While performing the duties of this job, the Employee is regularly required to talk or hear. The Employee is frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. The Employee must frequently lift and move items over twenty (25) pounds.