Portfolio Specialist
Duraserv Corp•Coppell, TX
•Onsite
About The Position
This Portfolio Specialist role involves overseeing the Core Sales Team's operations and managing all aspects of the work order process. The position ensures efficient and effective coordination among local branches, subcontractors, and national account customers.
Requirements
- Ability to focus on driving continuous improvement within your team and the organization.
- Skill in delivering responsive, high-quality customer service.
- Effective communication and interpersonal skills for both internal and external interactions.
- Ability to identify and resolve problems.
- Ability to ensure accuracy in quoting processes
- Advanced proficiency (knowledge) with Microsoft Office 365.
- High School diploma or equivalent is required.
- Combining experience in a customer service practice of 3 or more years with education is desirable.
- Previous experience with customer service-oriented role preferred.
Nice To Haves
- Associate or bachelor’s degree, preferred.
Responsibilities
- Enforce roles and responsibilities for the Estimation Coordinator and Service Coordinator II.
- Track the team’s performance against the expectations set forth by your Portfolio Manager.
- Have a complete understating of the process and requirements to generate a proposal in Dynamics.
- Understand, manage, and enforce customer SLAs, KPIs, and expectations to the rest of the team.
- Identify trends, and areas of improvement and provide visibility to the Portfolio Manager
- Maintain courteous and effective communication with customers, branches, and sub-contractors through email, phone, and customer systems.
- Assist the Portfolio Manager in conducting weekly/bi-weekly/monthly customer touchpoint meetings to discuss performance and opportunities.
- Collaborate with the Portfolio Manager and team members to streamline processes, resolve issues, and enhance departmental efficiency
- Act as a primary point of contact between local branches, subcontractors, and national account customers, facilitating effective communication.
- Manage multiple tasks for various national accounts simultaneously, demonstrating strong organizational skills and attention to detail.
- Adhere to company policies and compliance standards, contributing to excellent customer service and overall departmental success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
