Customer Service & Install Coordinator (HVAC)

Meyers Heating & Air Conditioning•Boulder, CO

12d•$23 - $29•Onsite

About The Position

This role is for a Customer Service & Install Coordinator who will be the primary point of contact for clients calling in and will manage the scheduling, inspection, and completion of HVAC installations. The coordinator will work closely with the Customer Service Manager and Install Manager to ensure a seamless client experience from initial contact through post-installation follow-up.

Requirements

High School diploma or equivalent
2 years of customer service experience in call center experience or similar
Detail-oriented, organized, and proactive.
Strong communicator who isn’t shy about picking up the phone.
Ability to effectively prioritize and organize daily job duties
Ability to accurately enter order information, including updating of customer accounts, telephone, and contact numbers
Extremely high attention to detail is required
Proficient in Microsoft Excel and Microsoft Word
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other team members of the organization
Must be able to read, write, speak, and comprehend English
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations

Nice To Haves

HVAC experience or knowledge of local inspections is a big plus.
Someone who thrives in a fast-moving role where no two days are the same.
Associate degree or higher
Experience with Field Edge, Service Titan or similar scheduling software.
Previous experience in HVAC or similar trade.
Previous experience with HVAC inspection & scheduling process highly preferred.
Experience with position that is 70% phone time, anticipated 50 - 60 calls per day.
Must have excellent phone etiquette and have the ability to manage multiple telephone lines in a professional and positive manner
Experience with Field Edge software preferred

Responsibilities

Answer inbound calls and make outbound calls to schedule service appointments.
Place outbound calls to confirm installs, schedule inspections, and follow up with clients.
Coordinate installs and build work orders, ensuring all details, including local inspection requirements, are documented.
Check in with clients after installations to ensure satisfaction.