HVAC Sales Coordinator

About Forge

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 to work closely with 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 2–5 years.

Compensation: $58,000–$65,000 based on experience and qualifications.
Work Model: Hybrid flexibility with 3+ days in our Newton office and up to 2 days from home.

About the Role

As a Sales Coordinator, you’ll serve as a key support partner for one or more HVAC Sales Experts. Instead of spending most of your time in the field, you’ll be the team’s organizational and operational backbone — helping manage quotes, proposals, and deal documentation from your desk.

The Sales Experts will call or send you information between site visits, and you’ll turn that data into polished proposals, accurate quotes, and well-organized project files. You’ll help ensure every deal is complete, compliant, and ready for handoff to the delivery team.

This is an ideal role for someone detail-oriented, tech-savvy, and eager to learn the sales process from the inside out — in a dynamic, growing clean energy company.

What You Will Do

• Sales Process Support:
• • Prepare accurate quotes and proposals based on field data shared by Sales Experts.
  • Help manage follow-up communication with customers, as needed — sending emails, updating proposals, and tracking progress in the CRM. 
  • 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 refine templates, tools, and workflows to make the sales process more efficient.
• Collaboration & Communication
• • Act as a key link between field sales, design, and operations teams — ensuring information flows seamlessly.
  • Communicate regularly with your assigned Sales Expert throughout the day to clarify details, review proposals, and handle updates.
  • Provide administrative and logistical support for scheduling, proposal edits, and documentation cleanup.
• Learning & Growth: 
• • Learn how to scope systems, build proposals, and understand the HVAC sales cycle.
  • 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 organized, detail-oriented, and take pride in producing accurate, high-quality work. You thrive in a fast-paced, collaborative environment and enjoy supporting others to get the job done right.

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

• Attention to detail — thorough, accurate, and organized in everything you do.
  (To show us you’re detail-oriented, when asked for your favorite color in the application, please write “sunset orange.”)
• Tech-savviness — quick to learn tools like CRMs, proposal builders, and shared digital platforms.
• Strong communication skills — clear, professional, and efficient with both teammates and customers.
• Drive and curiosity — eager to learn the business and grow into a larger sales or operations role.
• Reliability and accountability — you follow through, stay organized, and manage multiple priorities gracefully.
• Collaborative mindset — enjoys working closely with a partner and team to achieve shared goals.

Minimum Requirements: