Sales Lead Coordinator

Upton Home Services
Acampo, CA Full Time
POSTED ON 4/8/2024

To deliver exceptional customer service reflective of Upton’s values by responding to incoming customer inquiries related to sales estimates and projects.  To initiate and complete research on new prospects to determine their potential. To maximize revenue stream for current clients, and meet performance metrics required by the company while delivering exceptional customer service and project/lead coordination.

Job Responsibilities:  

  • Respond to incoming inquiries related to sales products from current and potential customers with courtesy, converting calls into scheduled sales leads.
  • Book out and manage all project documentation and physical job board; ensuring compliance and closure of all projects.
  • Make recommendations based on customer needs through education of service and product offerings.
  • Provide a daily report of lead generation to Sales/Marketing Manager.
  • Communicate with Sales/Marketing Manager  regarding marketing or lead production needs.
  • Maintain required daily call counts to meet daily, weekly and monthly quotas.
  • Maintain complete, accurate and updated information in the customer database.
  • Perform administrative duties to assist with the overall efficiency of the operation.
  • Effectively manage conflict resolution with customers through clear communication, addressing all concerns, questions, or problems expediently.
  • Promptly report any service issues to the appropriate leader to ensure customer satisfaction is maintained.
  • Communicate effectively with customers, vendors, technicians, sales staff and department personnel via telephone, email and/or written correspondence to answer inquiries or to provide information.
  • Participate in all company sponsored training classes.
  • Maintain a courteous demeanor with customers and associates at all times.
  • Maintain a professional image at all times by wearing company approved apparel.
  • Abide by all standards of performance and ethics.
  • Follow all safety policies and procedures.
  • Perform other duties as assigned.

Knowledge, Skills and Abilities:

  • Prior customer service experience of 3-5 years preferred.
  • Previous lead generation experience of 1-2 years preferred.
  • Ability to explain complex topics clearly and concisely.
  • Strong negotiation skills with the ability to communicate clearly in a positive, nurturing manner.
  • Basic computer skills including Word, Excel, and any other software used by the company.
  • Attention to detail and follow-through.
  • Ability to perform multiple tasks in a fast-paced environment
  • Exceptional interpersonal and communication skills both written and verbal.
  • Function in a team environment.
  • Geographical knowledge of service area and/or map reading skills.

Education/Certification Requirements:

  • High School diploma or GED required. 

All full time employees are offered the following benefits:

  • Medical, Dental & Vision Insurance
  • HSA Matching
  • 401k Matching
  • Paid Training
  • Education Assistance Plan
  • Company Paid Vacation, Holidays, Personal Days & Sick Leave
  • Direct Deposit
  • Weekly Paychecks


**EEOC Compliance Employer**

**All qualified candidates are required to undergo a pre-employment drug screen, MVR and background check**

Salary.com Estimation for Sales Lead Coordinator in Acampo, CA
$77,588 to $119,369
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