Customer Service Representative (CSR)

Legacy Roofing (LB Capital, LLC)•Prescott, IA

About The Position

We are seeking a skilled and experienced Inside Sales Representative proficient in ServiceTitan, a field service management software. In this role, you will provide exceptional customer support and coordinate between field technicians and clients. ServiceTitan expertise will help you deliver efficient service solutions and support streamlined operations.

Requirements

  • Prior experience as a Customer Service Representative or in a similar role, with a proven record of excellent customer service.
  • Proficiency in ServiceTitan or similar field service management software.
  • Strong written and verbal communication skills, including the ability to explain technical concepts clearly.
  • Exceptional organizational and multitasking abilities to manage a high volume of inquiries and service requests.
  • Attention to detail and a focus on accuracy and data integrity when using ServiceTitan.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Flexible availability to accommodate varying shifts, including weekends and holidays if required.

Nice To Haves

  • Familiarity with the field service industry and an understanding of service workflows.

Responsibilities

  • Use ServiceTitan to manage and maintain customer service operations.
  • Interact with customers by phone, email, and chat to address questions, concerns, and service requests.
  • Enter customer information, service requests, and job details into ServiceTitan accurately and promptly.
  • Schedule appointments, dispatch field technicians, and coordinate service assignments using ServiceTitan.
  • Guide and assist field technicians with job details, client requirements, and service updates through ServiceTitan's mobile app.
  • Collaborate with sales, operations, and technical teams to resolve customer issues and provide a seamless customer experience.
  • Maintain knowledge of ServiceTitan updates and features, and provide training and support to team members as needed.
  • Identify opportunities to optimize ServiceTitan workflows and recommend improvements to efficiency and customer satisfaction.
  • Prepare and maintain reports, documentation, and records related to customer interactions, service requests, and job statuses in ServiceTitan.
  • Maintain professionalism and empathy in customer interactions.
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