Sales Operations Coordinator II
Serviceexperts Open · verified Oct 15, 2026 At a glance
Mid-level Revenue & Sales Operations role at Serviceexperts. Midvale · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Talk with customers to book service, maintenance or sales visits and learn about their equipment and needs
- Call ahead with appointment reminders and update customers when a technician or sales consultant’s arrival time changes
- Route branch staff to calls by matching availability, skills, customer needs, location and dispatch-system information
- Keep the capacity planner current and use newly open slots when customers cancel or reschedule
- Distribute sales leads among Residential Sales Consultants under the company’s lead policy
What you bring
- At least two years of work experience and a high school diploma or equivalent
- Customer-facing experience, such as customer service, plus comfort using computers in an administrative office
- You can juggle shifting tasks, set priorities around service demand and make decisions within established procedures
Who this fits
This role suits someone comfortable switching quickly between customer communication, scheduling and routing work. You’ll work with customers and branch staff, and need to learn local streets, highways, cities and towns.
From the employer
Welcome!
The Sales Operations Coordinator II is responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems. You will communicate with the customer regarding scheduled calls and follow-up visits. You will efficiently plan and route the most-appropriate technicians and Residential Sales Consultants in accordance with established guidelines and company procedures. Your work is performed in accordance with established processes and procedures in a fast-paced, constantly changing environment.
Key Responsibilities:
- Effectively and courteously communicates with customer in order to schedule service, maintenance, or sales call while gathering information on the customer’s current systems and needs.
- Responsible for calling customers to remind them of an upcoming scheduled appointment and to keep them informed on any changes in Technician, Installer, or Residential Sales Consultant arrival time.
- Efficiently and effectively plans and routes branch staff to service calls based on availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board.
- Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planning.
- Represents the company professionally, honestly, and ethically in all business matters and concerns.
- Assigns sales leads to Residential Sales Consultants in accordance with the company Lead Distribution Policy.
Desired Skills and Qualifications:
- High school diploma or equivalent with experience working in customer service or other customer-facing environment. Prior experience dispatching is desirable.
- Experience or training the use of computers and related systems in an administrative office environment. Prior experience with an AS400 system desirable.
- Must be able to multi-task and work effectively in fast-paced and constantly changing work environment. Must be comfortable switching rapidly between tasks with no loss in efficiency and effectiveness.
- Excellent customer-service, communication, and interpersonal skills.
- Ability to work effectively in both a team and an independent environment.
- Knowledge of, or ability to learn, local geographical areas (streets, highways, cities, and towns).
- Ability to make decisions based on established guidelines and procedures.
- Effective organizational and time-management skills. Must be able to prioritize work based on service demands.
What We Offer You, as a Service Experts Employee:
Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.
- Competitive Pay, including incentive opportunities for many positions
- Paid Time Off and Company Holiday Pay
- Medical /Dental /Vision Insurance programs
- 401(k) Retirement Savings Plan with company matching contributions
- Life Insurance, for you and options you can elect for your family
- Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
- Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs
- World Class Training opportunities, through our Experts University
- Career Development opportunities
Minimum Experience: 2+
Years Minimum Education: High School Diploma/GED
The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Service Experts.
Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email talentacquisition@serviceexperts.com
Not this one either?
Claude or ChatGPT reads the other 93,000 for you.
Get better matches →
