Sales Coordinator - Forge Team Inc

About Forge

At Forge, we do one thing and one thing only: install energy-efficient heat pumps for homeowners across Greater Boston. Heat pumps are an all-in-one heating/cooling solution with a lot of benefits, but we chose to go all-in on them for three key reasons: 1) They"re great for homeowners. Heat pumps provide year-round comfort and better indoor air quality with lower energy-bills. 2) They"re better for the planet. Once widely adopted, heat pumps will be our #1 weapon in the fight against climate change. 3) They"re creating new jobs. To keep up with the rising demand for heat pumps, Forge is building a skilled workforce of heat pump installers who are trained in-house – ensuring superior quality for homeowners and a satisfying career for tradespeople.

About the Role

Forge is seeking a knowledgeable, highly motivated and customer-focused HVAC Sales Coordinator to help support our growing direct-to-homeowner business. In this role, you'll play a critical part in driving new business through helping schedule, coordinate and deliver estimates for in-home consultations with homeowners looking to enhance their comfort with a heat pump system.

At Forge, we're not just another HVAC company – we're heat pump experts. We pride ourselves on providing customers with a unique, personalized and detailed-oriented experience, so you'll need to bring a strong attention to detail and willingness/ability to learn quickly. We're looking for detail superstars. If that is you, please mention the phrase detail superstar in your answer to our question in this application form.

This role is perfect for someone eager to build their career in a sales role at an early-stage startup and gain hands-on experience in a thriving and dynamic industry. Your typical week will likely involve splitting your time between customer intake calls, in-office responsibilities and some site-audits, typically working five days a week from the office or on the road, with flexibility to work from home as needed. While most of the team operates Monday through Friday, we are interested in candidates willing to work alternative schedules (e.g., Tuesday through Saturday) to better accommodate homeowners. This isn't a requirement, but definitely a nice to have if you are open to it (even sometimes, if not always).

The anticipated pay range for this position is $60,000 to $70,000 USD, commensurate with experience and qualifications.

What You Will Do:

• Intake Phone Calls: Promptly respond to all incoming calls and leads, ensuring follow-up within 4 business hours to maintain responsiveness and customer engagement. Coordinate and schedule walkthroughs or site audits as needed to gather essential information for tailored heat pump solutions.
• Site Audits and Proposals: Conduct detailed site audits by using photo/video, Manual J calculations, and Conduit scans. Assist the sales and design team in drafting customized proposals that recommend HVAC solutions tailored to optimize comfort, efficiency, and sustainability.
• Customer Satisfaction Checks: Follow up with customers after they receive a quote to address any questions or concerns and provide timely assistance to enhance their experience.
• Collaboration: Collaborate closely with your team of salespeople, system designers, and project coordinators to streamline processes, ensure smooth handoffs, and deliver accurate project execution to our customers. Partner with team members and operations teams to refine the sales process and incorporate customer feedback.
• Technology Leveraging: Utilize our customer relationship management (CRM) software to track leads, follow up on opportunities, and document customer interactions.

Your Qualifications

• Experience: (Preferred but not required if you can learn quickly) 1+ years of experience in the HVAC industry with a solid foundation in heat pumps or another green-energy industry (like solar or an electric utility). This could include roles as a project coordinator, HVAC technician/installer transitioning to sales, or similar positions.
• Communication Skills: Strong ability to communicate effectively, listen actively, and build rapport with customers.
• Attention to Detail: Highly meticulous and thorough in all aspects of work, from scheduling and site audits to preparing accurate proposals and managing follow-ups. A strong focus on accuracy and quality ensures projects are executed efficiently and exceed customer expectations. If you are a detail superstar, please mention in your answer to our application form.
• Technical Proficiency: Capable of assessing and estimating heat pump systems tailored to customer needs using industry-standard tools and practices. (You don't need to know how to do this on your first day, but you need to be willing/able to learn.)
• Positive Attitude: Problem-solving mindset with a team-player and customer-centric approach.
• Professionalism: Organized, efficient, communicative, and dependable.
• Tech-Savvy: Familiar with CRM tools and other technology to manage leads and streamline processes.
• Other requirements: Available to work full-time with flexibility to work extended hours if needed. Valid driver"s license. Authorized to work in the U.S. Willing and able to pass a background check and 4-panel drug test (no marijuana screening).

Why Choose Forge?

• Career Growth: At Forge, we prioritize growth and promote from within. We recognize and reward your dedication, skills, and leadership, creating opportunities for rapid advancement. This Sales Coordinator role is designed as a stepping stone, offering hands-on experience with the goal of fast-tracking you into a selling role. We"re committed to supporting your journey every step of the way.
• Competitive Compensation: Your expertise is valued. We offer competitive pay, company stock options, potential bonuses and a clear understanding of how to reach your next pay increase.
• Employee Benefits: Enjoy a comprehensive benefits plan, including health and dental insurance with generous employer contributions, a generous 401k match, a flex paid time off policy, and more.

Additional Information

Forge is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics.

This role will receive a competitive salary + benefits + equity package. We have an outstanding culture of intelligent, hard-working, and creative individuals, and many opportunities for professional growth and development. A variety of factors are considered when determining someone's compensation–including a candidate's professional background and experience. Final offer amounts may vary from the amounts listed in this posting.

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