Client Services & Sales Coordinator

About the Role

Iconic Upscale is a growing residential outdoor living and construction company serving the Greater Houston area. We are looking for a Client Services & Sales Coordinator who is confident on the phone, organized, proactive, and great with customers.

Key Responsibilities

• Answer incoming calls and respond to customer inquiries
• Call new leads and prospective clients
• Ask basic questions to understand the customer’s project and needs
• Schedule and confirm consultations and appointments
• Follow up with customers after consultations and estimates
• Reactivate older leads and previous opportunities
• Send approved project information, examples, and company materials
• Request photos, surveys, and other project information when needed
• Keep customer notes, statuses, and next steps updated in the CRM
• Help make sure every active lead has a clear next step
• Support the sales team with follow-up and organization
• Help organize information collected during customer consultations
• Assist with client communication as projects move forward
• Learn basic construction terminology and project workflows
• Support the transition of sold projects from sales into production

Requirements & Tech Stack

• Professional and friendly with customers
• Comfortable making and receiving phone calls
• Comfortable with outbound follow-up
• Organized and detail-oriented
• Proactive and dependable
• Fast and responsive
• Comfortable managing multiple customers and tasks
• Able to learn new systems quickly
• Comfortable using email, calendars, CRM systems, and business software
• Willing to take ownership and follow through
• Interested in learning and growing with the company
• Strong English communication skills
• English/Spanish bilingual ability is strongly preferred.

Qualifications

• Customer service
• Phone communication
• Follow-up
• Appointment scheduling
• CRM organization
• Sales support
• Client coordination

Previous experience in construction, remodeling, roofing, HVAC, landscaping, pools, real estate, property management, or another home-service industry is a plus, but not required. We are willing to train the right person.