Bailey's Comfort Services · 5 months ago
Customer Service/ Admin
Bailey's Comfort Services is a rapidly growing company seeking a dedicated Admin Assistant/Customer Service Representative. The role involves performing data entry, scheduling appointments, managing resources, and ensuring excellent customer service while supporting various departments within the company.
Construction
Responsibilities
Answer the phone quickly and professionally
Call customers to confirm maintenance appointments and schedule as necessary
Perform service dispatch, and coordinate scheduling
Debrief technician at end of call and record key information into client’s computer record
Issue P.O.s and/or order parts and materials for truck restock and Non-Stock items
Sell new service agreements and renew existing service agreements
Grow, monitor and maintain the maintenance programs; update changes in ownership, add new install job information and review reasons for non-renewals
Receive, record and maintain sales lead information and set appointments as necessary
Communicate clearly, precisely, and in a friendly manner
Take and deliver messages as appropriate
Ensure messages are received and follow up is appropriate
Ensure the accurate capture, data entry and maintenance of customer and business information into Company’s accounting program
Input Service work order details
Record customer payments
Record Vendor invoices
Provide vendor invoice to General Manager/Owner for approval for payment
Work closely with the service, IAQ and sales departments, while recognizing and identifying possible sales opportunities that will facilitate appropriate follow up
Be familiar with our company, products, and services so many questions can be answered without consulting others
Alert managers quickly to significant customer issues, serving as a champion of the customers to our company
Win the confidence of new clients when they call for service or repairs
Schedule the client appointment and assign/match qualified staff to perform the work
Increase revenue from established customers, and generate additional revenue from new customers by using proper sales techniques, problem solving skills and account management
Follow-up on all leads, proposal, and potential sales until closed or lost
Track lost sales
Update the Customer Relationship Management (CRM) system for each interaction
Perform customer satisfaction calls after each visit
Ask for referrals, and inform client where and how to make them
Have a good working knowledge of our products and services being offered (This may require additional study and training both on and off site)
Continuously improve knowledge of HVAC work, and how Bailey’s Comfort Services operates to benefit the customer
Establish goals and objectives as they relate to the position, along with a plan of action to attain or exceed set goals
Regularly review and monitor progress against goals, and seek assistance as needed
Communicate effectively with associates, superiors, vendors and customers
Possess superior interpersonal skills
Efficiently manage his/her time and schedule
Be computer literate to the extent necessary to fulfill this function and knowledge of Excel and Word is required
Be very familiar with the use of smart phones, email and text messaging
Be capable of understanding client needs, and favorably influencing their decision
Constantly be learning through training from suppliers, trade shows, seminars, independent study, and other employees
Clean, neat and professional appearance
Other duties as assigned
Qualification
Required
Perform data entry for Billing, Purchase orders, vendor invoices and client information
Schedule and book service or sales appointments when clients and prospects call
Dispatch, manage and allocate resources to meet the expectations of our clients
Handle multiple tasks, and set priorities independently
Answer the phone quickly and professionally
Call customers to confirm maintenance appointments and schedule as necessary
Perform service dispatch, and coordinate scheduling
Debrief technician at end of call and record key information into client's computer record
Issue P.O.s and/or order parts and materials for truck restock and Non-Stock items
Sell new service agreements and renew existing service agreements
Grow, monitor and maintain the maintenance programs; update changes in ownership, add new install job information and review reasons for non-renewals
Receive, record and maintain sales lead information and set appointments as necessary
Communicate clearly, precisely, and in a friendly manner
Take and deliver messages as appropriate
Ensure messages are received and follow up is appropriate
Ensure the accurate capture, data entry and maintenance of customer and business information into Company's accounting program
Input Service work order details
Record customer payments
Record Vendor invoices
Provide vendor invoice to General Manager/Owner for approval for payment
Work closely with the service, IAQ and sales departments, while recognizing and identifying possible sales opportunities that will facilitate appropriate follow up
Be familiar with our company, products, and services so many questions can be answered without consulting others
Alert managers quickly to significant customer issues, serving as a champion of the customers to our company
Win the confidence of new clients when they call for service or repairs
Schedule the client appointment and assign/match qualified staff to perform the work
Increase revenue from established customers, and generate additional revenue from new customers by using proper sales techniques, problem solving skills and account management
Follow-up on all leads, proposal, and potential sales until closed or lost
Track lost sales
Update the Customer Relationship Management (CRM) system for each interaction
Perform customer satisfaction calls after each visit
Ask for referrals, and inform client where and how to make them
Have a good working knowledge of our products and services being offered (This may require additional study and training both on and off site)
Continuously improve knowledge of HVAC work, and how Bailey's Comfort Services operates to benefit the customer
Establish goals and objectives as they relate to the position, along with a plan of action to attain or exceed set goals
Regularly review and monitor progress against goals, and seek assistance as needed
Communicate effectively with associates, superiors, vendors and customers
Possess superior interpersonal skills
Efficiently manage his/her time and schedule
Be computer literate to the extent necessary to fulfill this function and knowledge of Excel and Word is required
Be very familiar with the use of smart phones, email and text messaging
Be capable of understanding client needs, and favorably influencing their decision
Constantly be learning through training from suppliers, trade shows, seminars, independent study, and other employees
Clean, neat and professional appearance
Company
Bailey's Comfort Services
Bailey's Comfort Services is a company based out of 2002 Westside Dr, Augusta, Georgia, United States.
Funding
Current Stage
Early StageCompany data provided by crunchbase