Leads Coordinator – Key Customer Experience Role
Are You?
Enthusiastic about customer relations, marketing and sales?
Interested in a role that blends client interactions, sales support, and process coordination?
Motivated by working as part of a high-functioning team?
Passionate about personal growth, efficiency, and excellence in service?
At UHE, the Lead Coordinator is the primary point of contact for potential clients, managing inbound and outbound calls, emails, text messages, and inquiries with professionalism and efficiency.To succeed in this role requires the ability to gather key details to qualify and appropriately act on each client opportunity. By providing a friendly, seamless and engaging first impression, you will play a crucial part in shaping the customer experience and driving business growth.What You'll Bring:
Excellent relationship building and people skills
Strong communication skills and a passion for connecting with people
Attention to detail, and organizational skills
Previous experience in a customer-facing role, sales, or marketing
Prior appointment setting experience, tele-marketing, call center experience, sales experience not required but a strong plus!
Ability to learn and adapt quickly to new software, technologies, and processes
Proficiency with CRM systems, Excel, and softphone tools, with the ability to navigate multiple platforms efficiently
High level of personal integrity and desire to contribute to a collaborative marketing team
Success in This Role Involves:
Effectively managing all inbound inquiries through calls, emails, and text messages, upwards of 100 daily customer interactions
Using available time to complete all outbound communication targets
Meet daily and monthly goals by moving customers from the investigative phase to committing to an appointment
Accurately reflect all lead tracking through CRM entries and status updates
Be a participative member of the marketing team, collaborating on efforts to optimize customer interactions and improve processes
Provide support activities including assisting in scheduling and redirecting non-client calls
Maintain a customer-focused approach, ensure a high level of professionalism and responsiveness.
Embody our core values: positivity, honesty, a solution-driven mindset, continuous learning, and proactive engagement.
Responsibilities:
Lead Qualification & CRM Management: Act as the first point of contact for potential clients, handling inbound and outbound calls, emails, and text inquiries. Assess and qualify leads by gathering key project details, identifying client needs, and ensuring they meet company criteria before scheduling appointments. Maintain accurate and up-to-date records in the CRM system, tracking interactions, follow-ups, and project statuses to support seamless communication and sales pipeline efficiency.
Administrative & Marketing Support: Provide essential administrative assistance by managing phone and email communications, ensuring timely responses and professional interactions. Assist in overseeing and executing various marketing programs and campaigns as needed to enhance lead generation, client engagement, and department operations. Support cross-functional teams with data entry, reporting, and process improvements to contribute to the overall success of the department.
The Perks:
Monthly bonus opportunity driven by your activities
A comprehensive benefits package, including a matching 401k program
Paid company holidays and PTO package
Team-driven incentives, recognition programs, and community service initiatives.
A fast-paced, team-oriented environment
An owner and Mgmt. that is committed to your success
Growth Opportunities
The right person in this role may have the opportunity to follow a short track to managing two remote employees who handle a large percentage of the outgoing call volume. To be considered for that potential requires an ability to learn quickly, self driven accountability and, ideally, past experience with some amount oversight of others
Everyone at UHE has the opportunity for growth through our participative structure, setting and participating in projects and objectives reflective of your professional direction or internal application for any available role
This role is a M-F full time, in person position, based in our headquarters in Ashland, MA.
Apply for the job now!
Apply Now
Enthusiastic about customer relations, marketing and sales?
Interested in a role that blends client interactions, sales support, and process coordination?
Motivated by working as part of a high-functioning team?
Passionate about personal growth, efficiency, and excellence in service?
At UHE, the Lead Coordinator is the primary point of contact for potential clients, managing inbound and outbound calls, emails, text messages, and inquiries with professionalism and efficiency.To succeed in this role requires the ability to gather key details to qualify and appropriately act on each client opportunity. By providing a friendly, seamless and engaging first impression, you will play a crucial part in shaping the customer experience and driving business growth.What You'll Bring:
Excellent relationship building and people skills
Strong communication skills and a passion for connecting with people
Attention to detail, and organizational skills
Previous experience in a customer-facing role, sales, or marketing
Prior appointment setting experience, tele-marketing, call center experience, sales experience not required but a strong plus!
Ability to learn and adapt quickly to new software, technologies, and processes
Proficiency with CRM systems, Excel, and softphone tools, with the ability to navigate multiple platforms efficiently
High level of personal integrity and desire to contribute to a collaborative marketing team
Success in This Role Involves:
Effectively managing all inbound inquiries through calls, emails, and text messages, upwards of 100 daily customer interactions
Using available time to complete all outbound communication targets
Meet daily and monthly goals by moving customers from the investigative phase to committing to an appointment
Accurately reflect all lead tracking through CRM entries and status updates
Be a participative member of the marketing team, collaborating on efforts to optimize customer interactions and improve processes
Provide support activities including assisting in scheduling and redirecting non-client calls
Maintain a customer-focused approach, ensure a high level of professionalism and responsiveness.
Embody our core values: positivity, honesty, a solution-driven mindset, continuous learning, and proactive engagement.
Responsibilities:
Lead Qualification & CRM Management: Act as the first point of contact for potential clients, handling inbound and outbound calls, emails, and text inquiries. Assess and qualify leads by gathering key project details, identifying client needs, and ensuring they meet company criteria before scheduling appointments. Maintain accurate and up-to-date records in the CRM system, tracking interactions, follow-ups, and project statuses to support seamless communication and sales pipeline efficiency.
Administrative & Marketing Support: Provide essential administrative assistance by managing phone and email communications, ensuring timely responses and professional interactions. Assist in overseeing and executing various marketing programs and campaigns as needed to enhance lead generation, client engagement, and department operations. Support cross-functional teams with data entry, reporting, and process improvements to contribute to the overall success of the department.
The Perks:
Monthly bonus opportunity driven by your activities
A comprehensive benefits package, including a matching 401k program
Paid company holidays and PTO package
Team-driven incentives, recognition programs, and community service initiatives.
A fast-paced, team-oriented environment
An owner and Mgmt. that is committed to your success
Growth Opportunities
The right person in this role may have the opportunity to follow a short track to managing two remote employees who handle a large percentage of the outgoing call volume. To be considered for that potential requires an ability to learn quickly, self driven accountability and, ideally, past experience with some amount oversight of others
Everyone at UHE has the opportunity for growth through our participative structure, setting and participating in projects and objectives reflective of your professional direction or internal application for any available role
This role is a M-F full time, in person position, based in our headquarters in Ashland, MA.
Apply for the job now!
Apply Now