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.
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