Sales Lead Coordinator
Roth Home
Sales CoordinatorThe Sales Coordinator serves as the central engine for the residential sales department. Part proactive outbound hunter, part sales dispatcher, this role has one singular objective: keep the sales board full and maximize revenue opportunities for the Comfort Advisors (Sales Reps) by any means necessary. You will own the sales dispatch board, aggressively pursue aging pipeline opportunities, and drive outbound phone campaigns to generate qualified sales appointments daily.What You BringProven Outbound Tenacity: Demonstrated success in outbound cold/warm calling, appointment setting, or inside sales; fearless on the phones and resilient against rejection.Dispatch & Scheduling Experience: Familiarity with trade-service CRM/dispatch logic (e.g., ServiceTitan, or similar platforms).Effective Written and Verbal Communication: Must be able to type and talk accurately. Strong verbal skills to revive stalled homeowner decisions and set firm appointments.Agility & Resourcefulness: Ability to multitask in a fast-paced environment and pivot outreach strategies dynamically based on weather, season, and board volume.Experience utilizing multi-channel messaging platforms (such as Hatch, Teams) and AI/call scoring tools (such as Avoka) is a strong plus.Experience in sales coordination, customer service, or administrative supportKnowledge of sales processes and HVAC installation schedulingStrong verbal and written communication skills; ability to interact effectively with customers and team membersAbility to manage multiple priorities, problem-solve, and meet deadlines in a fast-paced environmentDetail-oriented with strong organizational and multitasking skillsCore Responsibilities1. Proactive Outbound Prospecting & Lead GenerationExecute daily high-volume outbound phone campaigns to generate qualified in-home sales appointments.Call out on aging, unsold estimates to overcome initial objections and secure return visits for Comfort Advisors.Mine service dispatch boards for high-repair quotes, non-turned service calls, and specific lead tags to flip into sales opportunities.Re-engage cold customer databases, aged quote archives, and seasonal maintenance lists through targeted calling, Hatch campaigns, and text outreach.Follow up on warm leads generated through digital channels, PowerPlay, and automated triggers immediately upon arrival.2. Dynamic Sales Dispatching & Board OptimizationEfficiently book tech generated leads for a smooth transition to a sales replacement appointment.Act as the air traffic controller for the Comfort Advisor team, routing leads based on geographic efficiency.Monitor live dispatch boards (unassigned, hold, and future boards) throughout the day to capitalize on immediate openings.Track sales reps in the field, ensuring they hit their appointment windows and adjusting schedules on the fly.Confirm all same-day and next-day sales appointments via phone and SMS to maintain a low cancellation/no-show rate.Ensure proper tagging, Business Units, and Job Types are logged correctly in the CRM for seamless reporting.3. Daily HuddlesPrepare metrics: input prior day results for Sales Manager to process and review and present in daily huddle.Deliver end-of-day handoffs to the Sales Manager and Dispatch, outlining remaining board opportunities, rep availability, and next-day pipeline readiness.Key Performance Indicators (KPIs)Leads on the Board: Total qualified sales appointments booked per day/week.Outbound Conversion: Re-visits and re-opened opportunities secured from unsold estimates.Confirmation / Show Rate: Percentage of scheduled calls that successfully run.Board Utilization: Zero unassigned sales capacity during peak demand.Why You'll Love Working Here• Comprehensive Benefits: Medical, dental, and vision coverage; a 401(k) plan with company match; paid parental leave; PTO; company-paid holidays; life and disability insurance; accident, critical illness, and hospital indemnity coverage; and access to voluntary benefits such as pet insurance and identity/fraud protection - everything you need to support yourself and your family.• Real Growth Opportunities: With more than 60+ strong local brands behind you, you'll have the chance to grow your skills, take on new responsibilities, and build a long-term career.• A Culture with Heart: We lead with teamwork, respect, and integrity. Every voice matters, and every contribution fuels our shared success.• Purpose-Driven Work: Every role — in the field, office, or leadership — makes a real impact by helping families and communities stay safe and comfortable.• Competitive Rewards: Strong pay, solid benefits, and recognition programs designed to celebrate craftsmanship, commitment, and exceptional performance.• Clear Career Paths: From apprentice and entry-level roles to expert technicians, office leaders, and GMs — you'll always know where you can grow next.• Training & Development: Hands-on technical instruction, leadership pathways, and continuous learning through our Apprenticeship Academy and brand-level coaching.• Modern Tools & Technology: Advanced diagnostics, digital tools, and quality equipment that help you work safer, smarter, and more efficiently.• Safety First: A safety-first mindset built into every process so you go home safely every day.• Inclusive & Supportive Environment: We welcome all backgrounds and empower every employee to bring their best.• Stable & Reliable: The strength of a national platform with the trust of long-standing local brands means your career is secure and supported.• Community Impact: Your work strengthens local neighborhoods and supports families in meaningful, practical ways.EEO StatementEqual Opportunity EmployerWe are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or other status protected by applicable federal, state, or local law.
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