Admin Assistant /Customer Service
About The Position
Home Climates has an opportunity for a multi-talented Admin / Customer service professional who is a team player that will thrive in a fast-paced and supportive environment. Our team centric culture is crucial to our success and you will work and communicate with many employees, departments and customers each day. The right candidate for this job is one who is capable of learning multiple tasks and responsibilities. Due to the number of different tasks, prioritization is a key skill, as well as staying organized, detailed and most importantly, following through all tasks to the end. We are a very process focused company and are looking for individuals who will be able to support and grow our internal procedures. Attitude is also key to this job, we believe in maintaining a positive mindset at all times- during busy season, during slow times, during all the challenges and successes. We are looking for the right fit not only for us, but also for you in your professional career, so let’s start the conversation! Apply for this role at the link below. We are an Equal Opportunity Employer and all inquiries are kept confidential.
Requirements
- Computer literate with knowledge of Quickbooks, Excel, Word, and MIcrosoft Teams.
- Possesses a team player mentality.
- Communicates in a friendly and professional manner to customers, vendors, and employees through phone calls, emails and text messages.
- Communicate with customers in a way that expresses knowledge about our services and our membership plans.
- Ability to learn multiple tasks and responsibilities.
- Prioritization is a key skill.
- Staying organized and detailed.
- Following through all tasks to the end.
- Ability to support and grow internal procedures.
- Maintain a positive mindset at all times.
- Strong work ethic.
- Takes the initiative to help on any projects or issues willingly within or outside of the Customer Service Department.
Nice To Haves
- Service Titan experience is preferred but not required.
- Quickbooks data entry of Vendor bills, invoicing, payments and report generation experience is preferred, but not required.
- HVAC technical awareness is preferred but not required.
Responsibilities
- Answer the phone quickly and professionally.
- Take action immediately on any customer requests and follow it through to the solution.
- Create and review invoices.
- Process paperwork for new installs including warranty registrations and rebate applications.
- Participate in and oversee numerous administrative responsibilities.
- Maintain detailed notes and follow up on all service requests, both internal and external in a timely manner.
- Update every customer’s Service Titan account (CRM system) for each customer interaction.
- Accurately capture all new customer information in the CRM system.
- Follow up on all leads, proposals, and potential sales until closed or dismissed.
- Make cold calls to current and prospective customers on service and maintenance specials.
- Schedule service and sales appointments with customers and assign the appropriate staff to perform the work.
- Maintain service agreement contracts for renewals and scheduling.
- Adhere to schedule optimization techniques determined by the seasonality of the business.
- Independently oversee and determine solutions to customer issues.
- Perform Quickbooks data entry of Vendor bills, invoicing, payments and report generation.
- Continuously develop HVAC technical awareness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
