Sales & Operations Coordinator (Job ID: PATRIC1)
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C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.
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About the Client:
The client is a handyman business that provides small to medium-sized home repair and home improvement services for residential customers. Its team of handymen handles a wide range of projects, including exterior repairs such as siding, fence and duct work, as well as interior services such as fixture replacement, drawer repairs, drywall, and painting. The business is focused on delivering a strong customer experience while efficiently managing incoming opportunities, estimates, completed jobs, and repeat business. As the company continues to grow, the client is looking for a proactive professional who can help maximize available revenue and improve the efficiency of daily operations.
About the Role:
The Sales & Operations Coordinator will serve as a customer-facing point of contact responsible for managing incoming leads, following up with prospective and existing customers, coordinating estimates, and supporting the sales pipeline from initial inquiry through conversion. This role will handle multiple lead sources daily, communicate with customers through calls and text messages, follow up on outstanding estimates, and help identify opportunities with repeat customers. In addition to sales-related responsibilities, the role will support invoicing, CRM management, scheduling, estimates, and other administrative and operational tasks as needed.
The ideal candidate will bring an ownership mentality, proactively identify opportunities to improve processes, and look for ways to increase efficiency and revenue rather than simply completing assigned tasks.
Key Responsibilities
Lead & Pipeline Management
- Monitor and manage approximately 6–10 incoming lead sources on a daily basis.
- Respond to new leads through calls, texts, and voicemail follow-ups.
- Qualify and engage potential customers throughout the sales process.
- Follow up consistently with leads who have not yet scheduled an estimate.
- Maintain accurate and organized pipeline information in the CRM.
- Identify opportunities to improve lead response and conversion rates.
Sales & Customer Follow-Up
- Schedule estimates with prospective customers.
- Follow up with customers after estimates have been completed.
- Communicate with customers regarding estimates and help move opportunities toward a decision.
- Follow up with customers who have not made a decision after receiving an estimate.
- Identify additional sales opportunities from existing and repeat customers.
- Provide a professional, friendly, and confident customer experience.
Operations & Administrative Support
- Assist with preparing estimates when needed.
- Send invoices after jobs are completed.
- Support scheduling and other day-to-day administrative processes.
- Manage and update customer information and activities within the CRM.
- Assist with other operational tasks as needed to keep the business running efficiently.
- Identify process gaps and recommend improvements to increase operational efficiency.
Customer & Team Communication
- Communicate clearly and professionally with prospective and existing customers.
- Handle customer questions and requests while maintaining a solutions-oriented approach.
- Communicate effectively with technicians and internal team members.
- Be comfortable respectfully pushing back when necessary and standing firm on appropriate business decisions.
- Build positive relationships while maintaining professionalism and accountability.
Qualifications & Skills
Must
- Proven experience in sales, lead management, customer service, or a similar customer-facing role.
- Strong spoken and written English with clear, articulate, and natural communication.
- Strong follow-up and relationship-building skills.
- Experience managing multiple leads, customers, or opportunities simultaneously.
- Strong organizational and analytical skills.
- Comfortable using technology, CRMs, and business software.
- Strong written communication skills, particularly for customer-facing text messages and follow-ups.
- Ability to work independently and take ownership of responsibilities.
- Ability to communicate confidently with customers, technicians, and leadership.
- Strong persistence and follow-through without being overly pushy.
Preferred
- Experience with Housecall Pro.
- Previous experience in home services, handyman services, construction, or a related industry.
- Experience working with estimates, invoicing, scheduling, or service-based businesses.
- Experience managing a sales pipeline or converting inbound leads.
- Experience supporting operational processes in addition to sales responsibilities.
Personality Traits
- Ownership mentality and accountability.
- Proactive and forward-thinking.
- Confident and willing to respectfully push back when necessary.
- Strong interpersonal skills.
- Friendly, personable, and easy to work with.
- Persistent without being pushy.
- Analytical and organized.
- Revenue-minded and motivated to identify opportunities for growth.
- Comfortable taking initiative and recommending improvements.
- Trustworthy and dependable.