Office & Scheduling Team Leader

Culligan Kaat's Water Conditioning•Plymouth, WI

5d•Onsite

About The Position

Culligan is seeking a full-time Office & Scheduling Team Leader for its Plymouth, Wisconsin office. The role reports to the WI Operations Team Leader and directly manages the Plymouth location’s office team. It supports customers through accurate, timely service scheduling and processes sales and billing paperwork. The position is based full-time at the Plymouth location. The Team Leader coordinates office staff and schedules route and service workers, organizes technicians’ work for the next day, and communicates with customers about scheduling, billing, invoicing, equipment, and service options. The role also supports retail walk-in customers, processes payments, balances the cash drawer, makes daily deposits, and works with office, service, route, and sales teams to resolve customer needs.

Requirements

High school diploma or General Education Degree (GED).
Friendly and approachable attitude when greeting and assisting customers.
1–2 years of experience working in an office environment.
Experience with Microsoft Office applications.
Strong organizational skills and ability to multitask.
Ability to work independently and handle customer money responsibly.
Effective and polite telephone, communication, and interpersonal skills.

Responsibilities

Manage the Plymouth location office team and oversee the quality, accuracy, and efficiency of office staff tasks.
Contact past, current, and prospective customers by telephone and provide support, including leads for the sales and marketing department.
Schedule route and service workers at customer locations effectively and with cost savings in mind.
Communicate with customers about service and route scheduling, billing, invoicing, equipment, and service options.
Map and organize service technicians’ work for the following day.
Enter or verify completed service and route work and make necessary account changes.
Scan and file daily work.
Assist walk-in retail customers purchasing products available in-store.
Process customer payments by check, credit card, or cash; run credit card payments over the phone when needed.
Balance the cash drawer and complete the daily deposit.
Coordinate with the office, service, route, and sales teams on customer-related solutions and scheduling.