HVAC Install Coordinator

Ward Plumbing, Heating, and Air•Sylva, NC

3d•Onsite

About The Position

The HVAC Install Coordinator is responsible for overseeing and coordinating both sales and installation functions to ensure seamless operations and exceptional customer service on System Replacement and Retrofits. This role manages scheduling for sales appointments and HVAC installations, supports sales personnel in closing jobs, and ensures timely and accurate project execution. The position will supervise at least one team member and act as a liaison between customers, sales, and operations teams to maintain communication and satisfaction throughout the project lifecycle.

Requirements

2+ years of Sales and/or Project Management experience required
Familiar with HVAC Equipment and products, or willing to learn
NC Driver's License (Required)
Associates Degree or Higher, commensurate experience or training will be considered

Responsibilities

Take and schedule incoming sales leads.
Assist Comfort Advisors in closing jobs through calls, discussions, and walk-in support.
Process all sales-related documentation and verify financing details.
Act as a liaison between customers and Comfort Advisors.
Generate and maintain sales reports and updates for management.
Schedule and coordinate residential HVAC installations.
Communicate with customers regarding installation dates, expectations, and preparations.
Work closely with installers, warehouse staff, and suppliers to ensure timely delivery of equipment and materials.
Maintain accurate records of job progress, permits, inspections, and closeout documentation.
Handle scheduling changes, delays, and resolve issues promptly.
Oversee administrative tasks related to installation projects, including rebates, warranty registration, and project costing.
Supervise at least one supporting team member, providing guidance and support for daily tasks.
Ensure adherence to company policies and customer service standards.
Participate in monthly sales meetings and contribute to process improvements.