Position: Sales & Estimating Coordinator

Location: Remote | Full-Time

About the Role

We are seeking a highly organized and customer-focused Sales & Estimating Coordinator to support our lead management and sales process. This role is responsible for handling incoming leads, preparing accurate estimates, managing the sales funnel, and ensuring every customer receives a professional and seamless experience from inquiry to conversion.

The ideal candidate is an excellent communicator, detail-oriented, coachable, and thrives in a team environment while maintaining a strong commitment to customer service and operational excellence.

Key Responsibilities

Sales & Lead Management

• Respond promptly to incoming leads and customer inquiries
• Manage and maintain the sales pipeline from initial contact through conversion
• Follow up with prospects and nurture leads to maximize close rates
• Track customer interactions and update CRM records accurately

Estimating & Customer Support

• Prepare and deliver accurate, timely quotes and estimates
• Communicate clearly with customers regarding services, pricing, and next steps
• Ensure all customer information and estimates are properly documented

CRM & Administrative Support

• Maintain organized and accurate records within CRM platforms
• Utilize communication tools and systems to support daily operations
• Collaborate with team members to ensure smooth workflow and customer experience

Qualifications

• Strong verbal and written English communication skills
• Excellent active listening and customer service skills
• High attention to detail and accuracy
• Experience with CRM platforms and VoIP phone systems
• Strong organizational and time management skills
• Positive, collaborative, and team-oriented attitude
• Coachable, dependable, and proactive
• Familiarity with AI tools such as ChatGPT is preferred

Software & Tools

• The Cleaning Software
• Pipedrive
• CloudTalk
• Gmail
• Microsoft Office Suite
• Google Drive & Google Workspace
• Slack
• ChatGPT

What Success Looks Like

• Consistent and reliable performance
• Accurate and timely estimate delivery
• Strong lead-to-customer conversion rates
• Clear, professional communication with customers and team members
• Thorough understanding of company systems and processes
• Effective collaboration across the team
• Continuous improvement, initiative, and accountability
• Alignment with company values and service standards

What We're Looking For

We are looking for someone who is honest, reliable, team-oriented, and committed to delivering exceptional customer experiences. The right candidate takes ownership of their work, communicates proactively, and consistently looks for ways to improve results while supporting the team's overall success.