Follow Up Coordinator
Not Disclosed•Full-TimeOn-site
location_onElyria Branch Library, East 47th Avenue, Elyria Swansea, Denver, Colorado, 80216, United States
About the Role
The Follow Up Coordinator serves as a vital ambassador for the company, playing a critical role in revenue generation by managing and converting unsold estimates. This position is designed to ensure that no opportunity is missed, transforming potential leads into closed deals through high-quality customer experiences.
In this role, you will be the primary point of contact for clients regarding proposed options and unsold work. Your mission is to make every client feel valued, informed, and confident in their decision-making process. By proactively addressing questions, handling objections, and guiding conversations toward a close, you will directly influence the company's growth while maintaining a professional reputation.
Day in the Life
Your day will involve a dynamic mix of proactive outreach and cross-departmental coordination. You will execute incoming and outbound calls, emails, texts, and direct mail to nurture unsold opportunities and secure appointments. A significant portion of your time will be dedicated to relationship management, assisting clients with financing options, budget conversations, and clarifying proposed work or next steps.
You will act as a bridge between the client and internal teams, promptly communicating sold work to dispatch, warehouse, and technicians to ensure smooth project execution. Additionally, you will maintain accurate records in ServiceTitan, track performance metrics, and support the CCR team with inbound call coverage as needed. The role requires a high degree of organization to manage multiple priorities in a fast-paced environment while adhering to company safety rules, philosophies, and policies.
Hiring Process
Candidates selected for this position will be required to sign a confidentiality agreement and successfully complete all background checks, drug testing, and employment screenings. On-the-job training will be provided to ensure you are well-equipped to represent the company professionally and effectively.
Culture & Values
We value professionalism and integrity. As a representative of the company, you are expected to be neatly groomed per our dress code policy and to embody our company philosophies in every interaction. We foster a culture of teamwork, encouraging collaboration across departments to ensure a consistent and positive customer experience. We are committed to continuous improvement and welcome recommendations for process enhancements and workflow efficiencies.
Work location
Work model: On-site
Elyria Branch Library, East 47th Avenue, Elyria Swansea, Denver, Colorado, 80216, United States
Denver, Colorado
Key Responsibilities
- check_circleExecute incoming and outbound calls to address client inquiries regarding unsold estimates
- check_circleMaintain consistent follow-up communication to nurture opportunities and support conversion goals
- check_circleAssist clients with financing options, approvals, and budget-related conversations
- check_circleSchedule follow-up appointments and coordinate next steps with clients
- check_circleCommunicate sold work promptly with dispatch, warehouse, and technicians
- check_circleSend follow-up communications via phone, email, text, and direct mail to manage opportunities
- check_circleAddress client objections professionally to secure appointments or sales
- check_circleMaintain accurate records and estimate statuses within ServiceTitan
- check_circlePrepare reports and track metrics related to follow-up performance and conversion activity
- check_circleSupport the CCR team with inbound call coverage and ensure consistent customer experience
- check_circleProvide recommendations for process improvements and assist with implementation efforts
Requirements
- verifiedHigh school diploma or GED required
- verified2+ years of customer service, sales, or call center experience preferred
- verifiedExperience in follow-up sales, inside sales, or service-based industries strongly preferred
- verifiedProficient in Microsoft Office (Word, Excel, Outlook) and mobile technology (iPhone/iPad)
- verifiedExperience with ServiceTitan or similar CRM software preferred
- verifiedRequired to sign a Confidentiality agreement
- verifiedSuccessfully complete all background checks, drug testing and employment screening
Nice to Have
2+ years of customer service, sales, or call center experience. Experience in follow-up sales, inside sales, or service-based industries. Experience with ServiceTitan or similar CRM software.
