Customer Engagement Coordinator

Job Description

Job Description

Customer Engagement Coordinator

Job Description

Lead Management

• Respond promptly to all incoming calls and inquiries.

• Monitor the company’s Meta account for new lead activity.

• Track and follow up on all leads generated through JobNimbus forms (Website, Maycreate, Facebook).

• Follow up on estimator-provided leads to move prospects through the sales pipeline.

Lead Appointment Scheduling

• Schedule appointments for residential and commercial leads (excluding bid-to-spec projects).

• Book a minimum of 2 and maximum of 3 appointments daily, ensuring routes remain within mileage limits.

New Install Processing

• Review ComCam uploads for photos and work scopes; follow up with estimators if incomplete.

• Add projects to the schedule tracker and prepare Work Orders.

• Coordinate with the Field Service Manager to plan tentative installation dates.

• Convert approved estimates into invoices for billing.

Customer Installation Onboarding

• Confirm invoice receipt and assist with material deposit collection.

• Discuss upcoming availability and potential installation dates.

• Communicate next steps, including Field Service Manager introductions.

Reporting

• Maintain and update the following reports:

  • Lead Source Report – Daily updates, quarterly summaries

  • Monthly Sales Report – Daily entries, quarterly overviews

  • Maycreate Reports – Monthly and quarterly preparation/review

  • Scorecard – Weekly assigned section updates

Communication & Engagement

• Monitor Google Reviews to support reputation management.

• Maintain JobNimbus Automations for smooth workflows.

• Manage the info@chattfcs.com inbox with timely, professional responses.

Event Coordination

• Spring Event – Plan seasonal outings (e.g., Lookouts game or company gathering).

• Big Pig Festival (May) – Lead logistics, supplies, setup, and event participation.

• Annual In-Service Day – Organize seating, catering, and logistics.

• Christmas Party – Plan catering, entertainment, and activities.

• Trade Shows – Prepare booth, manage setup, and assist with staffing.

Media Coordination

• Schedule and coordinate photo shoots with photographer and customers.

• Organize and film customer testimonial videos.

General Office Duties

• Sort and deliver mail.

• Collect monthly credit card receipts for the bookkeeper.

• Maintain office supply inventory.

• Reorder printed company materials (DX Printing).

Benefits

• Competitive pay / salary position $42,000 - $45,000 based on experience

• Medical, Dental, and Vision insurance

• PTO and 6 paid holidays

• Employer-paid TextCare telehealth

• Life insurance and supplemental insurance options

• Opportunities for growth and professional development

• Team-oriented and supportive company culture