Residential Service Coordinator - Portland

NEXGEN TEAM LLC•Portland, OR

7d•Onsite

About The Position

Carson is accepting applications for a Residential Service Coordinator to join our HVAC team in Portland! Carson has been synonymous with quality and service since 1938. Originating as a heating oil provider in Portland, we have expanded our reach across the Pacific Northwest, offering a diverse range of services including fuels, lubricants, propane, industrial solutions, HVAC and more. Our commitment to customer satisfaction drives our success and inspires our dedicated team!

Requirements

High School degree or equivalent
Experience in a related company sector
Understanding of dispatching and communication with field personnel
Communication skills
Superior written and verbal communications skills, coupled with highly developed interpersonal skills
Organizational skills
Good prioritization of tasks and ability to function with frequent interruptions
Adaptability
Flexible and open to changing priorities and managing multiple tasks simultaneously within compressed timeframes
Positive attitude
Positive-minded person willing to help where needed
Technical aptitude
Ability to learn client-based PDI, Skybitz, and other internal systems

Responsibilities

Coordinating install of technician routes
Receiving communication from and assisting technicians with help needs
Facilitating monthly and quarterly month-end duties, including: closing all open install work orders for month-end billing, closing all open purchase orders for outstanding material purchases, compiling and submitting all inventory counts, closing any credit cards that need to be processed
Backfilling where needed to keep operations moving forward
Ensuring installations are ready to be executed, including permits, schedules set, and equipment purchased and received
Billing out service calls and installations in a timely manner
Effectively managing large amounts of incoming customer calls, including taking orders and resolving customer inquiries
Identifying and assessing retail and commercial customer needs to resolve issues and achieve high satisfaction levels
Handling administrative processes related to the Service department, including troubleshooting or researching processes that were not closed properly
Using internal systems and resources to resolve customer inquiries
Supporting marketing through research and implementation of requested projects
Assisting in the formulation of sales proposals and/or marketing material to be sent to potential customers
Following up on sales, credit processes, and general questions or concerns
Maintaining and providing exceptional service to current and potential clients
Performing other duties as assigned by management