Sales Appointment Coordinator

About Us:

Streamline Services isn't your average Residential Plumbing, Electrical, and HVAC company in Durham, North Carolina. We are a rapidly growing, veteran-owned, and operated full-service provider that takes pride in delivering 5-star services and top-quality products to homeowners in the Triangle Area. Our commitment to excellence is reflected in thousands of glowing online reviews, driving our double-digit growth over the past five years and fueling our ambitious expansion plans. At Streamline, we don't just set the bar—we raise it with every satisfied customer.

Our Culture:

At Streamline, we foster a vibrant culture built on teamwork, dedication, and celebration of achievements, guided by our core values: Dependable, Dedicated, Positive, Eager to Learn, Process-Driven, and Humble. We prioritize individuals who align with our culture, and we are confident that our comprehensive training programs can equip them with the necessary skills. Joining our team isn't just about a job—it's about becoming part of a supportive community where personal and professional growth is celebrated and fostered every step of the way.

Benefits:

• 2 weeks+ of Paid Time Off (PTO) and 6 company holidays
• Special PTO for your birthday and a loved one’s birthday
• 100% paid Medical and Dental insurance for employees
• Vision insurance and supplemental insurance options are available
• 401k with company match at 3% (eligible after 1 year)
• Company Laptop and iPhone, 
• Company-paid uniforms
• Paid training, ongoing instruction, and coaching
• Employee appreciation activities and events
• Hourly pay with additional financial incentive programs
• Career path and growth opportunities
• A supportive team environment focused on celebrating success and giving back to the community.
• AND SO MUCH MORE!

Position Overview:

We are seeking a dedicated Sales Appointment Coordinator to join our team. The primary responsibility of this role is to follow up with, and book leads that come through various channels, including Google, Schedule Engine, Angi, Duke Energy, and UpFrog. This is an on-site position.

Responsibilities:

• Follow up with leads via phone, text, and email, engaging in meaningful discussions about our services.
• Confirm relevant information with customers and log/book in Service Titan.
• Track lead sources and ensure all necessary information is properly documented.
• Monitor appointment software and respond to inquiries, booking HVAC sales leads in Service Titan
• Overcome objections related to dispatch fees, estimates, and scheduling issues.
• Perform “Happy Calls” to ensure customers receive top-quality care after service completion.
• Coordinate with dispatchers, service leads, and management to handle booked jobs with a 5-star customer experience.

Requirements:

• Previous experience in outbound customer service or sales roles preferred.
• Excellent verbal and written communication skills.
• Strong attention to detail and accurate recordkeeping abilities.
• Comfortable working in a fast-paced environment and meeting targets.
• Effective in following scripts and processes.
• Experience with CRM software, preferably Service Titan.
• A high school diploma or equivalent is required; additional education or training in customer service or sales is beneficial.

What You'll Bring:

Alignment with our Core Values:

• Dependable: Do what you say and have each other’s back
• Dedicated: Commit to finishing strong and doing it right
• Positive: Bring more love and positivity to others than you take—make it fun!
• Eager to Learn: Knowledge is power; be 1% better every day
• Process-Driven: It’s a 20-mile march. Be disciplined and trust the process
• Humble: Put others first and serve beyond yourself—be authentic

Ready to Join Our Team?

If you're excited about the opportunity to grow with a dynamic and supportive company, we want to hear from you! Take the next step in your career and apply to become a part of the Streamline Services family. We look forward to meeting you and seeing how together we can contribute to Streamline’s and your success!

Equal Opportunity Employer