Benefits:
401(k) matching
Competitive salary
Employee discounts
Health insurance
Opportunity for advancement
Vision insurance
Wellness resources
Bonus based on performance
Paid time off
Training & development
We are looking for a highly organized, results-driven professional to help convert opportunities, reconnect with past customers, and keep our office operations running smoothly.
Our company serves thousands of homeowners across San Diego through One Hour Heating & Air Conditioning and Benjamin Franklin Plumbing. Every day we have service opportunities that simply require fast, professional follow-up.
This role exists to make sure no lead falls through the cracks and that our office team stays aligned on follow-up, scheduling, and customer communication.
You will drive outbound follow-up, help keep our lead pipeline organized, and support the office team in maintaining strong execution across dispatching, customer service, and lead management.
When call volume is high or opportunities need immediate follow-up, you will jump in directly to dial, text, and convert opportunities yourself.
If you're organized, proactive, and comfortable on the phone, this role can have a direct impact on company revenue and customer experience.
What You'll Do
Lead Conversion & Outbound Follow-Up
Make outbound calls and texts daily to:
Unsold HVAC and plumbing estimates
Canceled appointments
Past customers and maintenance opportunities
Book tune-ups, inspections, service calls, and follow-up appointments
Convert opportunities into scheduled jobs and revenue
Help ensure follow-up happens quickly and consistently
Lead Management & CRM Ownership
Create and manage leads and follow-ups in ServiceTitan
Keep every open lead updated with clear notes, status, and next steps
Close out leads cleanly when customers move forward, decline, or confirm replacement
Keep outbound lists organized, current, and prioritized
Identify additional opportunities inside ServiceTitan that should be worked
Office Operations Support
Help ensure dispatchers and CSRs are following lead management and follow-up processes
Monitor open leads and identify when opportunities are not being worked
Help keep the office team aligned on follow-up expectations and lead handling
Communicate issues or gaps to leadership when processes break down
Lead by Example
Drive outbound execution by example
Jump in and dial when:
call activity is low
proposal follow-up is needed
schedules need to be filled
Help keep technician schedules full, especially during slower periods
Support HVAC and plumbing cross-sell opportunities as programs expand
Role Scope This is a lead execution role with ownership over outbound follow-up, lead recovery, and CRM organization.
While this is not a formal management role (no hiring, firing, or disciplinary responsibilities), you will play an important part in helping keep the office team aligned and accountable on lead management and customer follow-up.
You will work closely with the Operations Manager and leadership team to ensure opportunities are being worked and technician schedules remain full.
You'll Be a Great Fit If You
Have experience in HVAC, plumbing, or home services (strongly preferred)
Are comfortable making high-volume outbound calls and texts
Are organized and do not let follow-ups slip through the cracks
Take ownership and follow through without needing to be chased
Are confident jumping in to help when opportunities need immediate attention
Can influence peers and lead by example without needing a formal title
Have CRM experience (ServiceTitan experience is a plus)
What We Offer
Monday–Friday in-office schedule
Clear expectations and ownership
Leadership visibility and real impact
Opportunity to grow as our plumbing division expands
A team that values accountability, follow-through, and results
Benefits
401(k) with company match
Paid time off (holidays, vacation, sick, birthday, anniversary)
100% employer-paid medical insurance
Vision insurance
On-site gym and shower access
Employee discounts (including mortgage perks)
Each franchise location is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. The franchisee sets their own compensation and benefits. All inquiries about employment, benefits, scheduling, and compensation at this franchise should be made directly to the franchise location, and not to One Hour Heating and Air Conditioning Corporate.