CRM Coordinator – Customer Follow-Up & Appointment Setting

Reposted 2 Days Ago
Be an Early Applicant
Sunnyvale, CA, USA
In-Office
Entry level
Automotive
The Role
Responds to customer inquiries across phone, text, email, and internet leads; schedules and confirms sales appointments in DriveCentric; follows up with unsold showroom visitors, pending deals, and aged leads; logs interactions accurately; and coordinates handoffs of high-priority customers to sales representatives and managers. Success is measured by response time, appointment show rate, CRM accuracy, and follow-up completion.
Summary Generated by Built In

Description

Department: Sales / BDC 

Reports To: Sales Manager / GSM

Position Summary

The CRM Coordinator is responsible for ensuring every customer inquiry receives a timely response and every opportunity is properly worked in the CRM. This role serves as a point of contact when sales reps are unavailable, off shift, or actively engaged with other customers ensuring no lead, walk-in, or follow-up task falls through the cracks.

Requirements


Key Responsibilities

  • Respond promptly to incoming customer inquiries (phone, text, email, internet leads) when the assigned sales rep is off or occupied
  • Set and confirm sales appointments, ensuring accurate scheduling in the CRM (DriveCentric)
  • Perform ongoing follow-up with customers who haven't completed the sales process including unsold showroom traffic, pending deals, and aged leads
  • Log all customer interactions accurately and in real time within the CRM
  • Coordinate with sales managers and reps to hand off "hot" or ready-to-buy customers appropriately
  • Maintain a professional, friendly, and helpful tone in all customer communication, representing the dealership well in every interaction

Success Metrics

  • Response time to customer inquiries
  • Appointment show rate
  • CRM logging accuracy/completeness
  • Follow-up task completion rate

Rate of Pay: $25.00 Per Hour 

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The Company
Year Founded: 2003

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