Customer Service Specialist 1 - Contingent

Innova Solutions • Tempe, AZ

10d • Hybrid

About The Position

This is a full-time, contract position for a Customer Service Specialist with a duration of 3 months, potentially extendable. The role involves contacting customers to confirm business needs and qualification, handling inbound calls and referrals, tracking customer contact attempts, scheduling appointments, maintaining detailed referral notes, ensuring good pipeline management and record keeping, providing information and support, managing customer pipelines and lead tracking, handling outbound calls, routing confirmed leads to sales consultants, and prioritizing Spanish-speaking customers through bilingual agents when required. The position is hybrid, requiring 3 days onsite and 2 days remote, with potential locations in Tempe, AZ, and Irving, TX. This position is only open to applicants who can be engaged on a W-2 basis.

Requirements

• Sales and customer service background.
• Stable employment history with a proven track record.
• Manage customer pipelines and leads.
• Experience with outbound customer calls.
• CRM management experience.
• Appointment scheduling and coordination.
• Documentation and note-taking skills.
• Referral tracking and status reporting.
• Process and workflow management.
• Ability to work cross-functionally with different teams.
• Experience supporting underwriting or contract validation activities.
• Proficiency in Microsoft Excel.
• Must be able to be engaged on a W-2 basis.

Nice To Haves

• Bilingual Spanish language skills.
• Previous experience in Customer Success.
• Previous experience in Sales Support.
• Previous experience in Contact Center Operations.
• Previous experience in Business Banking.
• Previous experience in Client Services.
• Previous experience in Loan Processing.
• Previous experience in Account Management.
• Previous experience in Operations Coordination.
• Previous experience in Intake or Referral Coordination.

Responsibilities

• Contact customers to confirm business needs and qualification.
• Receive referrals from lead assigners as part of normal business volume.
• Handle inbound calls while managing referrals during the pilot program.
• Track all customer contact attempts.
• Schedule appointments and calls with pilot sales agents.
• Maintain accurate and detailed referral notes.
• Ensure good pipeline management and record keeping.
• Provide information and support to customers and internal personnel.
• Manage customer pipelines and lead tracking activities.
• Handle outbound calls to customers to confirm business needs.
• Route confirmed leads to dedicated sales consultants.
• Prioritize Spanish-speaking customers through bilingual customer service agents when required.

Benefits

• Medical & pharmacy coverage
• Dental/vision insurance
• 401(k)
• Health saving account (HSA)
• Flexible spending account (FSA)
• Life Insurance
• Pet Insurance
• Short term and Long term Disability
• Accident & Critical illness coverage
• Pre-paid legal & ID theft protection
• Sick time
• Other types of paid leaves (as required by law)
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed