Customer Service Administrator

Mesa Energy Systems•Thousand Oaks, CA

8d•$27 - $29•Onsite

About The Position

We are a full-service HVAC, building automation, chiller, and retrofit contractor with a reputation for combining high-quality consulting services with customized energy solutions. Our integrated, single-source solutions include turnkey in-house capabilities with design assistance, as well as engineering applications and automated control systems. The Customer Service Administrator is responsible for supporting the Local Branch, its Service Operations, and Sales Teams. They will work closely with Sales Representatives and field personnel. Tasks or support requested will include, but not be limited to, assisting with preparing bid proposals for new and existing customers and following up with open proposals. The Customer Service administrator will also complete project delivery binders, support the maintenance contract renewal process, and perform specific administrative tasks related to customer support.

Requirements

High School Diploma or equivalent experience
2+ years’ experience in customer service
Strong customer presentation skills and a demonstrated sales aptitude
Strong computer skills using MS Office required.
Competitive nature
Reliable, self-driven, organized, articulate, and goal-oriented.
Excellent problem-solving skills
Ability to communicate clearly, manage time effectively, multi-task, & prioritize.
Able to identify different types of customer personalities and adapt/respond accordingly

Nice To Haves

Experience in HVAC is preferred

Responsibilities

Learn and understand the COINS TI System.
Manage Presale Report.
Process daily Additional Work Reports.
Generate small quotes/proposals accordingly
Attend all maintenance contract renewal meetings
Support the preparation of bid temps and proposals related to maintenance contracts
Communicate with sales account managers regarding renewals being addressed
Review, Approve, and Update Equipment Files in the COINS TI System.
Communicate with vendors as needed to gather costs for services that need to be quoted
Amend, adjust, change scopes, bid temps, presentation documents, etc. as required or requested.
Prepare booking packages for work quoted and sold by CSR or as requested by management
Present new technology and enhanced PM services when presented with an opportunity
Report all findings, customer opinions, pictures, and results to company leadership
Maintain constant communication with the Branch, Service, or Salesperson being supported.
Attend and participate in sales and operational meetings
Build a rapport with new and existing customers to maintain positive relationships and trust.
Assist with dispatch activities as needed for additional coverage.
Perform other tasks as assigned.