Customer Service Professional for HVAC

Job Title: Office Customer Sales Professional for Sales Department

Bonuses annually

Retirement Simple IRA with company contributions

(6) Paid Holidays per year

Vacation package

P.T.O package

Paid Medical and Vision Benefits

Dental Benefits available

Overtime available

Commissions and Spiff program

Work Hours: 7:30 a.m. to 4:30 pm, Monday through Friday.

Primary Job Function:

Assist the sales team and facilitate sales estimates, follow-ups, and appointments.

Assist the install team and scheduling installs and ensuring install success.

Reports To: Office Manager & General Manager

Primary Duties

· Create and organize pre-install folders.

· Facilitate scheduling and rescheduling of installs.

· Facilitate collecting deposit payments in install.

· Purchase & manage all permits for residential and commercial.

· Create work order packets, with all appropriate paperwork.

· Qualify prior to Scheduling all sales appointments.

· Responsible for schedule and re-schedule all sales appointments as needed.

· Answer incoming calls.

· Ensure work orders are being completed by sales team. Assist as needed.

· Create install jobs into dispatching software.

· Create invoices or application of payments for large commercial projects.

· Work with planning department to solve flood plain issues in conjunction with the customer.

· Send pre-sales appointment email packet to customer.

· Call and verify sales appointments with customers day prior to sales appointment.

· Call and verify installs with customers day prior to install.

· Call and verify sub-contractors’ schedules for installs day prior.

· Handle all walk-in customers, assist with selling over-the-counter items.

· Send post-sales appointment post-card mailer.

· Appropriately track marketing sources on all scheduled sales appointments.

· Verify install equipment and material is arrived prior to installation.

· Communicate with vendors when needed for expedited installs.

· Assist with sales follow-ups with sales team. Make outbound calls, texts, or emails to follow-up on post sales estimates.

· Schedule, manage and track all 3rd party leads and referrals from different sources.

· Attend sales meetings, keep notes in sales meetings and schedule around sales meetings.

Job Type: Full-time

Pay: $18.00 - $24.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person