Sales Coordinator Position Agreement

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. Such statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

JOB TITLE: Opportunity / Sales Coordinator
REPORTS TO: General Manager
JOB CLASS: Non-Exempt


Performs a variety of administrative tasks to support all departments of the company. Primary telephone contact for all customer interactions including answering calls, setting sales or service appointments, mailing customers information, and following up with customers on a variety of issues. Coordinates workflow of all appropriate paperwork and phone calls regarding job proposals including confirmation calls and breaking down job folders. Keeps customer records current and updated. Supports the management and mission of the company.


  • Scheduled Sales Appointments measured against pre-determined benchmarks
  • Scheduled Service / Maintenance appointments measured against pre-determined benchmarks
  • Tracking all sales calls to final disposition
  • Daily KPI Tracking & Posting of Sales, Service and Appointment KPI’s


  1. Represents the company through telephone customer contact. Answers calls, set sales appointments, sets annual maintenance, Demand Service or customer warranty service appointments, and follows up with customers on a variety of issues/occasions. (30%)
  2. Coordinates and ensures all paperwork and correspondence regarding job proposals are accurate, timely and completed according to the procedure. Calls customers to confirm scheduled jobs and break down job folders. Schedules job proposals, making schedule changes and processing job cancellations. (30%)
  3. Keeps customer records and files current and updated, as well as sends customers information about the company and/or services performed. (25%)
  4. Performs administrative functions to support all departments as needed. (15%)
  5. Regular and punctual attendance. Ability to work overtime if needed.


  1. Performs other related duties as assigned by management.


  • None


  1. Knowledge of customer service principles and practices.
  2. Skill in operating personal computers and programs such as spreadsheets, databases, and word processing software.
  3. Skill in verbal and written communication.
  4. Ability to handle a variety of tasks.
  5. Ability to perform accurate data entry.
  6. Possess talent and personal traits:
    • Customer Focus
    • Self Management
    • Planning & Organization
    • Empathetic Outlook
    • Resiliency
    • Teamwork
    • Diplomacy & Tact
    • Integrity


  1. High school diploma, some college preferred;
  2. One (1) year experience in customer service, call center or related position; or,
  3. An equivalent combination of education and experience.


0-24% 25-49% 50-74% 75-100%
Seeing: Must be able to see well enough to read reports, data, statistics & information on a computer screen. X
Hearing: Must be able to hear well enough to communicate on the telephone and in person. X
Standing/Walking: X
Must be able to operate computer & calculator
Climbing/Stooping/Kneeling: X

PHYSICAL DIMENSIONS for Lifting, Carrying, Pushing, Pulling:

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to move objects. The job involves sitting most of the time. Jobs are sedentary if standing and/or walking are required only occasionally.

Behavioral Standards

  1. Calmness Don’t become rattled when the pressure is on.
  2. Commitment to Improvement Abide by processes that have been and are being developed with a consistent effort for improvement.
  3. Continue to Learn The search for knowledge keeps the mind alert and active, often resulting in innovations.
  4. Reasonableness It is one thing to be rational; it is quite another to be reasonable. To be rational is to rigidly impose the rules of formal Logic upon life and all human behavior. Strive for a reasonable balance.
  5. Thoroughness and Persistence A half-hearted and shallow approach to accountabilities will spoil results. Practice Thoroughness and Persistence
  6. Resiliency Business can bring disappointments, frustrations, and outright disasters. Rather than naively hoping that nothing bad will ever happen to be prepared to bounce back from setbacks no matter how bad they may seem to be at the time.
  7. Basic Loyalty The Company’s Future is closely tied to your success: A common destiny: You play a role in embodying the spirit of the company and should demonstrate loyalty with a sense of allegiance.
  8. No Cynicism in the workplace! Cynics are tragic people whose self-perception is so bad that they cannot begin to imagine a world where optimism, dreaming, commitment to something greater than oneself and the desire to do something truly remarkable could possibly exist. Always “looking for the angle,” they can trust no one because they can’t even trust themselves. Cynicism, distrust, sarcasm, suspicion, skepticism, doubt, scorn and backbiting are unacceptable behaviors that have NO PLACE IN THE WORKPLACE! Be careful about how you express frustrations. How you actually feel about any situation is not the issue. The issue is how your reactions are perceived: Your reactions or perceived reactions will “set the mood” for the entire team. Be responsible.
  9. Smile A smile can “set the mood”.
  10. Maintain a good, healthy sense of humor. Try not to be terminally professional.
  11. Don’t worry or be concerned about failure. You represent a company that offers the best product and service in your area. Understand that the value of the products and services you offer your prospect far outweigh the investment. Be proud of that fact. Maintain a posture of confidence and conviction in what you do, who you are and the company you represent at all times.

I have read, understand and agree to follow the guidelines set forth in this Position Agreement.



Date: ______________________________

Direct Supervisor: _____________________________

Print: _______________________________________

Date: _________