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E
Everforth
Inside Sales Coordinator - HVAC
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Based on Massachusetts data
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What they do
An Inside Sales Coordinator coordinates and provides administrative support for an inside sales representative team. Manages schedules and communications for sales representatives. Organizes materials for sales presentations and promotions. May gather product information, process customer orders or provide customer service after sales. Manages sales data and documentation.
$64,246 / year median in Massachusetts
+4% projected growth
Job Description
Inside Sales Coordinator - HVAC Inside Sales Coordinator Position Overview We are seeking an organized, customer-focused Inside Sales Coordinator to support our HVAC sales and operations teams. The role is responsible for managing incoming sales inquiries, coordinating scheduling and dispatching, working with vendors and field technicians, preparing quotes and bills of material, and maintaining CRM and order systems to ensure timely project execution and exceptional customer service. The ideal candidate has hands-on knowledge of residential and commercial HVAC systems, strong communication skills, and experience with scheduling, vendor management, and order processing. Key Responsibilities Serve as primary point of contact for incoming sales inquiries, convert leads into service or project work, and maintain timely communication with customers and field teams. Coordinate scheduling and dispatching of service technicians and installers to optimize routes, meet customer expectations, and minimize downtime. Manage vendor relationships including obtaining quotes, negotiating lead times, tracking deliveries, and resolving supply issues. Prepare accurate estimates, proposals, and bills of material (BOM) for service calls, maintenance agreements, and installation projects; collaborate with sales and operations to finalize pricing. Process RFQs/RFIs, purchase orders (POs), and order entry ensuring parts and equipment are ordered correctly and on schedule. Maintain and update CRM records (Salesforce, ServiceTitan, Jobber), track job status, and generate activity reports for sales and operations leadership. Assist with parts ordering and inventory coordination, working closely with warehouse and procurement to maintain adequate stock levels. Review technical drawings and specifications with field staff; coordinate clarification requests and ensure scope of work is clearly documented. Support compliance with local HVAC codes, manufacturer installation requirements, and company safety standards; escalate issues to project management as needed. Utilize Microsoft Excel for reporting and data analysis (VLOOKUPs, pivot tables) and collaborate with finance/ERP teams when necessary. Provide excellent customer service by following up on job progress, handling scheduling changes, and documenting customer feedback.