Position: Lead Coordinator

FSLA Status: Full-time, Exempt

Reports to: Office Administrator

Summary/Objective:

The Lead Coordinator will be responsible for managing and communicating all lead activities for our Window Depot business, to ensure each lead is successfully handed off to the appropriate sales team member. Lead Coordinator will focus on partnering with our sales team to provide them with clear, concise and full winnable leads. Activities will include answering incoming calls, monitoring all lead sources, working with prospective clients to capture accurate information, updating and maintaining the client database, providing lead information to the sales team, data entry of sales as they flow through the sale process, entering job costing into the accounting system and maintaining open lines of communication with the sales and production teams.

Essential Functions:

• Answering incoming phone calls
• Maintaining all lead sources
• Completing outbound calls and emails to potential clients
• Collecting and entering accurate client information into the client database and onto potential client packets for the sales team
• Working collaboratively with the sales and production teams to maintain accurate client status within the database
• Monitor client appointments and jobs to maximize revenue realization
• Maintain accurate job costing information within the appropriate accounting tools
• Provide assistance to the office administrator, sales and production teams as needed

Competencies:

• Communication Proficiency (verbal and written)
• Collaboration
• Technical Capacity (database entry, web based tools, accounting software's)
• Ethical Conduct
Personal Effectiveness/credibility

Supervisory Responsibility:

This position does not have supervisory duties.


Work Environment:

This job operates in an office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Travel:

This position requires no travel


Required Education and Experience

• High School Diploma or Equivalent
• 3 years of front office experience
• Exceptional written, verbal and interpersonal skills
• Professional demeanor required