Sales Consultation Coordinator

  • County Waterford
  • Midwest Heating E Cooling

Sales Consultation Coordinator

Midwest Heating & Cooling is a quickly growing company in SE Wisconsin that services, maintains, and installs HVAC equipment for both commercial and residential clients. Our company was founded by two partners that have been in the HVAC industry for over 15 years. Check us out at

We are now accepting applications for full-time, Sales Consultation Coordinator to join our sales team.

Compensation: Hourly Wage plus performance spiff

Schedule: 8:00 am to 4:30 pm, Monday through Friday Overtime, including nights and weekends required during high demand. Rotating on-call responsibilities including nights and weekends.

Primary Role: Consultation Coordinator's primary role is to provide excellent customer service and provide internal support to the sales team. Oversee the daily schedule of the sales department; scheduling and dispatching each call prioritizing logistics, skill level and availability.

Job Responsibilities:

  • Perform all duties in accordance with company policies and procedures.
  • Represent the company in a professional and ethical manner consistent with the company core values.
  • Answer incoming calls and assist clients with scheduling appointments and other inquiries for sales and assisting the dispatch team with service, maintenance and install.
  • Schedule sales appointments to maximize selling potential.
  • Track all leads and sales producing reports as needed.
  • Conduct outbound calls to generate selling opportunities; Includes contacting leads and

clients in our database.

  • Accurate, dependable, and consistent data entry.
  • Maintain a working knowledge of all finance, rebate, and reward programs.
  • Conduct post-appointment quality assurance calls.
  • Inform and educate customers of additional products, services, and replacement options.
  • Swiftly and professionally resolve client and/or technician concerns. Escalate as needed.
  • Participate in lead generating company events and trade shows.
  • Assist Sales Manager with administrative duties as needed.
  • Other duties as assigned.

Required Qualifications:

  • Minimum two years' experience in high level customer service applications.
  • Able to learn software applications and use with proficiency, accuracy, and confidence.
  • Advanced working knowledge of Google programs.
  • Able to work independently and with a team to achieve departmental and company goals
  • Highly dependable with superior organizational and time management skills.
  • Able to stay calm and flexible in stressful or fluid working situations.
  • Capable of making sound decisions based upon logic and reasoning.
  • Expert customer service skills including professional verbal, telephone, written and interpersonal skills.
  • Geographical knowledge of our servicing area or ability to read maps.
  • High energy personality and leadership qualities.
  • Integrity and discretion with sensitive and/or confidential information
  • High school diploma or GED equivalent.