HVAC Operations, Sales & Business Development Coordinator (Surrey)

HVAC Operations, Sales & Business Development Coordinator (Surrey)

17 Oct
|
Ultimate Choice Air Conditioning u0026 Reno.
|
Surrey

17 Oct

Ultimate Choice Air Conditioning u0026 Reno.

Surrey

We are a growing HVAC company seeking an organized, proactive qualified to coordinate office and field operations while supporting sales, customer relationships, and the development of our service department. This role is approximately 60% office/operations and 40% sales, business growth, and service development.

- Office & Operations | Approximately 60%

Manage customer inquiries, calls, emails, office records, calendars, deadlines, and daily follow-ups. Schedule HVAC installations, service calls, inspections, and site visits; coordinate technicians, builders, suppliers, and customers.

Track projects from inquiry and quotation through job packages, material orders, completion, deficiencies, and closeout.

Prepare and follow up on quotations, purchase orders, work orders, change orders, and customer invoices.

Monitor payments, accounts receivable, vendor invoices, and bookkeeping records; coordinate with the accountant as needed.

Assist with BC HVAC rebates, permits, inspection bookings, warranties, and equipment documentation.

Improve office procedures, customer records, scheduling tools, and CRM/job-management systems.

- Sales, Growth & Service Development | Approximately 40%

Generate and qualify leads through customer follow-ups, referrals, builders, designers, contractors, and property managers. Arrange and conduct customer consultations and site visits, where qualified, to understand HVAC needs and present suitable solutions.

Prepare sales proposals with management, explain equipment options and applicable rebates, and follow up to convert quotes into jobs.





Build lasting relationships with homeowners, builders, suppliers, and commercial customers to grow repeat business.

Help launch and coordinate a dedicated HVAC service department, including call intake, dispatch, technician scheduling, and service invoicing.

Develop preventative maintenance reminders, recurring service agreements, and opportunities with existing installation customers.

Track leads, quote conversions, service calls, callbacks, customer satisfaction, and opportunities for profitable growth.

- Qualifications & Skills

At least 2 years of experience in office administration, customer service, sales support, dispatch, or operations. HVAC, construction, mechanical trades, service coordination, or outside sales experience strongly preferred.

Proficient in Microsoft Office; comfortable learning CRM, scheduling, accounting, and field-service software.

Excellent communication, organization, follow-through, and customer relationship skills.

Comfortable managing multiple priorities independently and taking initiative to improve processes.

Bookkeeping and invoicing experience is an asset; valid BC driver’s licence preferred for customer/site visits.

- Growth Opportunity

The right candidate can grow into an Office Manager, Service Manager, or Operations Manager role as the business expands. We value ownership, initiative, and a genuine interest in helping build a scalable HVAC operation. Pay: $28.00-$39.00 per hour

Expected hours: 40.0 per week

Work Location: In person

📌 HVAC Operations, Sales & Business Development Coordinator (Surrey)
🏢 Ultimate Choice Air Conditioning u0026 Reno.
📍 Surrey

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