Job Summary:
As a Project Coordinator in our Sales Center, you will play a key role in driving B2B sales success by managing and coordinating client consultations and lead follow-ups. Your primary responsibilities will include scheduling and booking consultations using ServiceMinder, ensuring seamless and timely communication with potential clients, and maintaining accurate records in our CRM system. Your excellent organizational skills, attention to detail, and customer-centric approach will help streamline our sales operations and enhance client engagement.
Key Responsibilities:
- Consultation Scheduling: Efficiently schedule and book consultations for potential clients using ServiceMinder, ensuring that all appointments are accurately entered, confirmed, and communicated.
- Lead Follow-Up: Conduct prompt follow-up via calls, texts, and emails to nurture leads, providing professional and consistent communication throughout the sales process.
- CRM Management: Maintain up-to-date and detailed records of lead interactions in the CRM system, including notes on the status and disposition of each lead, ensuring data is accurate and accessible.
- Client Communication: Act as a point of contact for potential clients, providing clear and informative responses to inquiries, addressing concerns, and offering insights into HomeSmiles' services.
- Team Coordination: Collaborate closely with the operations and marketing teams to ensure smooth coordination and handoff of leads, emphasizing the importance of detailed and accurate notes.
- Reporting & Analysis: Generate regular reports on lead activity, consultation bookings, and follow-up outcomes to support strategic sales initiatives and decision-making.