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Sales Coordinator
Sales CoordinatorForge • Boston, MA, US
Sales Coordinator

Sales Coordinator

Forge • Boston, MA, US
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Sales Coordinator / Apprentice

At Forge, we install energy-efficient heat pumps for homeowners across Greater Boston. Our mission is to help homeowners make their homes more comfortable and sustainable while reducing energy costs.

We're growing fast and to support our expanding sales team, we're hiring a Sales Coordinator / Apprentice to partner closely with one of our HVAC Sales Experts. This entry-level position offers a unique opportunity to learn the ins and outs of the home energy sales process from a seasoned professional with a clear path toward becoming a Sales Expert yourself in the next 25 years.

Compensation : $58,000-65,000 based on experience and qualification for the role.

About the Role

As a Sales Coordinator, you'll be paired with a specific HVAC Sales Expert and work side-by-side to deliver an excellent customer experience. You'll assist with site visits, collect critical data, help prepare proposals, and manage documentation ensuring every customer interaction is smooth, accurate, and professional.

This is a hands-on, field-based role ideal for someone organized, driven, tech-savvy, and eager to learn the HVAC sales craft from the ground up.

What You Will Do

Field & Customer Support :

  • Accompany your assigned Sales Rep to homeowner site visits across Greater Boston.
  • Use digital tools (like Conduit and Kopperfield) on an iPad to perform home scans, take photos, and collect data for things like electrical load calculations.
  • Assist your rep in drafting and finalizing system proposals and quotes while on the road or between appointments.

Sales Process Support :

  • Ensure all necessary documentation and project information are organized and handed off to the delivery team after a deal is signed.
  • Maintain accuracy and consistency in digital records and proposal materials.
  • Help manage follow-up communication with customers, as needed sending emails, updating proposals, and tracking progress in the CRM.
  • Learning & Growth :

  • Gain firsthand exposure to the heat pump sales process from customer education through closing.
  • Learn how to scope systems, use quoting tools, and handle customer conversations.
  • Receive mentorship and structured feedback to develop into a future Sales Rep.
  • Who You Are

    You're the kind of person who thrives in a fast-moving, hands-on environment and takes pride in doing things the right way. You're eager to learn, unafraid to roll up your sleeves, and genuinely care about helping homeowners make smart, sustainable choices.

    To succeed as a Sales Coordinator at Forge, you should bring :

  • Attention to detail you're thorough, accurate, and organized in everything you do.
  • Tech-savviness you pick up new tools quickly and are comfortable learning to use digital platforms like Conduit, Kopperfield, and CRMs.
  • Strong communication skills clear, professional, and personable in both writing and conversation.
  • Customer-first mindset friendly, empathetic, and confident engaging with homeowners in the field.
  • Drive and ambition a self-starter who's motivated to grow, learn, and eventually take on a full Sales Rep role.
  • Adaptability and persistence able to problem-solve on the fly and keep things moving, even when the day gets busy.
  • Reliability and professionalism someone who shows up, follows through, and takes ownership of their work.
  • Comfort on the road you'll spend time traveling to home visits alongside your rep (so no car sickness, please!).
  • Minimum Requirements :

  • Full-time availability (in-person or on the road, 5 days / week).
  • Valid driver's license and access to a vehicle.
  • Authorized to work in the U.S.
  • Willing and able to pass a background check and 4-panel drug test (no marijuana screening).
  • Why Choose Forge?

  • Career Growth : This is an excellent opportunity for someone who is looking to grow in their sales career as part of a new and growing sales team at a startup.
  • Competitive Compensation : Your expertise is valued. We offer competitive pay, achievable sales targets, company stock options, potential bonuses, and consistent feedback to ensure you're able to reach your next salary increase.
  • Employee Benefits : Enjoy a comprehensive benefits plan, including health and dental insurance with generous employer contributions, a generous 401k match, a flex paid time off policy, and more.
  • Forge is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics.

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    Sales Coordinator • Boston, MA, US

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