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Sales and Service Coordinator Raleigh

Sales and Service Coordinator

Full Time • Raleigh
Benefits:
  • 401(k) matching
  • Health insurance
  • 401(k)
  • Competitive salary
  • Dental insurance
  • Paid time off
  • Vision insurance
Canopy Lawn Care

Sales and Service Coordinator - Detailed Responsibilities & Performance Targets

Reports to: Director of Sales

Type: Full-Time

The Coordinator plays a vital role in ensuring smooth communication and operational flow between the Sales team and Operations Managers. This position supports the transition from new customer acquisition to service delivery by managing CRM entries, scheduling support, internal alignment, and performance reporting.

This position will work with our sister company, Edison Landscaping, on service and sales initiatives.

This is a full-time, detail-focused position ideal for someone who thrives in a fast-paced, multi-team environment. The Coordinator helps ensure that every new Canopy customer is onboarded accurately, routed properly, and serviced without friction—without managing field staff directly. In addition to daily coordination, the Coordinator also supports the Director of Sales on special projects and strategic initiatives throughout the year.

Core Responsibilities

1. Sales-to-Service Activation

  • Input and verify new customer signups in the CRM (e.g. ServiceMinder), ensuring accuracy in turf type, service area, program selection, and internal notes
  • Assign customers to appropriate routes and communicate timelines to Ops Managers
  • Monitor and report on onboarding progress — from sale to first service
  • Flag account or schedule issues proactively to prevent service delays
  • Track “time-to-first-service” metrics and support improvements across markets
2. CRM, Routing & Scheduling Support
  • Maintain clean, accurate CRM records for all new and existing clients
  • Help adjust service schedules due to weather, holidays, or service volume changes
  • Assist in organizing weekly routing reports and support Ops Managers in optimizing coverage
  • Audit CRM entries for missing notes, service instructions, or miscategorized services
3. Internal Communication & Coordination
  • Act as the day-to-day liaison between the Sales team and both Residential and Commercial Operations Managers
  • Attend weekly Sales + Ops check-ins and deliver updates on onboarding progress, delayed services, or market capacity
  • Share visibility of upcoming promotions, volume spikes, or shifts in territory growth with the Ops team
  • Ensure Sales team is aware of operational constraints and timelines to set appropriate customer expectations
4. Data & Reporting
  • Generate weekly reports on:
    • New customer onboarding status
    • Sales-to-service handoff times
    • Delayed service counts by reason
  • Support monthly KPI dashboards with data pulled from CRM and routing software
  • Maintain internal logs for route adjustments, customer reschedules, or special cases
  • Help identify gaps in the sales-to-service pipeline and surface them to leadership
5. Customer Service

  • Serve as the primary point of contact for customers, ensuring timely and professional communication.
  • Respond promptly to phone calls, emails, and service requests with accuracy and empathy.
  • Manage customer inquiries, concerns, and scheduling needs with a solutions-oriented mindset.
  • Communicate service updates, scheduling changes, and follow-up details proactively.
  • Coordinate between field technicians and customers to ensure seamless service delivery.
  • Maintain detailed and accurate customer records in the CRM system.
  • Anticipate customer needs and identify opportunities to enhance satisfaction and loyalty.
  • Provide clear explanations of services, timelines, and next steps to help set expectations.
  • Support the resolution of customer issues by collaborating with team members and management.
  • Represent the company’s values and commitment to exceptional service in every interaction.

Support for Special Projects & Sales Initiatives

The Coordinator will also work closely with the Director of Sales on strategic projects and internal initiatives, including:
  • Supporting seasonal promotions, tracking execution and Ops alignment
  • Assisting with new market launches or expansions
  • Helping build or maintain internal SOPs, playbooks, or routing protocols
  • Assisting in the creation of dashboards, route projections, or onboarding performance metrics
  • Coordinating pilot programs across multiple locations
  • Managing special campaigns (prepay renewals, paused client outreach, win-back offers)
  • Preparing materials for leadership meetings and quarterly business reviews
  • Conducting internal audits (CRM cleanup, route gaps, territory mapping)
Success in This Role Looks Like:
  • New customers are added, assigned, and serviced efficiently
  • Sales and Operations teams stay informed and aligned
  • CRM and routing data are accurate, clean, and actionable
  • Reports are delivered on time with actionable insights
  • Strategic initiatives are supported with focus, accuracy, and follow-through

Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
Canopy Lawn Care is an innovative lawn treatment company that is taking a fresh approach to the green industry. We are an employee-first company that builds and maintains great-looking, healthy lawns in an environmentally responsible manner. We use technology to streamline operations and improve communications, providing an exceptional employee and customer experience. 
 
We’re reinventing the residential and commercial lawn care industry by providing year-round services to our customers. We support industry-leading crews who have the best equipment, branded trailers and uniforms, technology, and tons of encouragement from our team. We are bringing sophistication, technology, and culture to a dated and fragmented industry, making both our customers and our crews' lives better in the process. 
 
We are strong believers in company culture and have a mission to facilitate the redemption of the home services industry, for both the homeowner and the worker. Our company values (S.E.R.V.E.) are core to this mission: Strive for excellence, Exceed expectations, Represent ourselves well, Value others, and Enjoy what we do! 
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Compensation: $45,000.00 - $53,000.00 per year

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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