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Summary and Objective:

The Sales Lead Coordinator (SLC) will be a reliable source of support to team members and will ensure this support via customer service, communication, training, and team support.  The SLC will be directly responsible for all materials related to installations including paperwork, parts, code compliance, and general information in order to continually and consistently grow department revenue, meet margin goals, and to ensure a quality service is provided to every customer.


Essential Duties and Responsibilities include the following.  Other duties may be assigned or duties may be unassigned.

  • Establishing and setting expectations for each installation including safety and code requirements. This may involve pulling data from past code correction to ensure individual municipality requirements are addressed through job instructions and notes
  • Conduct and focus few code corrections and callbacks
  • Establish customer rapport to ensure highest levels of satisfaction and train technicians to accomplish the same
  • Professionally answer the phone in a polite and friendly manner
  • Call customers to set up equipment installations
  • Conduct training to ensure on-time, high-quality installations. Some training methods might include roll-playing, on-site and off-site classes, introduction of new process and procedures
  • Monitor performance of installations and advise technicians on improvement strategies
  • Promote enthusiasm and brand loyalty during daily huddles, team meetings, and one-on-ones
  • Adhere to the company’s plan for resolving customer complaints quickly and favorably
  • Analyze and control job expenses to align with the budget and goals
  • Provide content for meeting focus
  • Properly coordinate staging and inspect equipment for installations. Proper staging is more than appropriate equipment—parts, material, financing, and appropriate direction should be customized for every installation with adherence to a quality checklist
  • Schedule and dispatch jobs when needed
  • Actively participate in all formal exercises and on-the-job training
  • Assist in the completion of paperwork to ensure accuracy and timeliness
  • Ensure collection of every installation
  • Complete happy checks on all installations for quality assurance and to assist customers with any questions regarding installation
  • Recruitment
  • Strive to maintain vendor relationships that Precision has chosen to patronize
  • Early morning meeting/briefing with department 30, Comfort Advisors and installers
  • Full understanding and education on financing companies, options, and fulfilment
  • Full working knowledge and point of contact for rebates
  • Daily communication through point of happy check with customers that have committed to a replacement options
  • Compile and submit revenue and margin reports for daily review
  • Contact and scheduling of third-party contractors to ensure timely completion of installations
  • Knowledge and thorough understanding of HVAC, Mechanical and other pertinent codes and/or requirements
  • Daily communication with Comfort Advisors regarding open installation dates and any open bids
  • When necessary, communicate with customer on the timeline and progress of their installation.
  • Will be required to be available for emergency situations that will include nights, weekends, and holidays
  • Maintaining installation schedule


  • Ability to follow policies and procedures
  • Detailed orientation with consistent follow through
  • Flexibility to change approach or method to best fit the situation
  • Demonstrates accuracy and thoroughness
  • Ability and willingness to ask for help
  • Assist other in their work as allows
  • Professional maturity with a proven commitment to career
  • Strong analytical and problem solving skills


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Language Ability:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.


Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Spreadsheet software and Accounting software.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific vision abilities required by this job include Close vision. While performing the duties of this Job, the employee is regularly required to sit.