SALES & SERVICE SUPPORT SPECIALIST (CSR BACKUP) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Clean Climate HVAC Inc. ยท 2 months ago

SALES & SERVICE SUPPORT SPECIALIST (CSR BACKUP)

positionBROAD BROOK, Connecticut, United States
timeFull-time
remoteOnsite
seniorityMid Level

Clean Climate HVAC Inc. is a company focused on HVAC solutions, and they are seeking a Sales & Service Support Specialist to enhance their operational efficiency. This role involves supporting sales and service teams, managing project flow, and providing customer service coverage.

Consumer Services

Responsibilities

Assist sales team with proposal preparation, estimates, and documentation in ServiceTitan
Follow up with customers on pending quotes and maintain communication through the sales cycle
Track sold jobs and ensure projects are properly created and handed off to operations
Help manage install projects and service jobs in ServiceTitan
Support scheduling of crews, coordinating equipment requisitions, and monitoring project timelines
Maintain communication with field technicians to ensure job readiness
Assist in job costing, reporting, and reviewing project progress
Provide coverage for incoming calls, emails, and chat when CSR team is unavailable or overflow occurs
Assist customers with scheduling, billing inquiries, and service updates
Document customer interactions and follow up as necessary

Qualification

HVAC experienceServiceTitan proficiencyCommunication skillsOrganizational skillsProblem-solving skillsCustomer-first mindsetAttention to detailTeam-oriented

Required

HVAC, construction, or service industry experience
Strong communication and organizational skills
Ability to multitask and adapt between sales, service, and CSR responsibilities
Customer-first mindset with problem-solving skills
Team-oriented with a 'jump in where needed' mentality
Strong attention to detail and follow-through
Ability to balance customer service with operational priorities
Comfortable working with both office staff and field technicians

Preferred

Experience with Service Titan (or similar FSM software)

Benefits

Competitive pay with growth opportunities.
Cross-training in sales, operations, and customer service.
Opportunity to develop into a leadership track role (Service Manager or Sales Coordinator).
Health benefits, PTO, and company perks.

Company

Clean Climate HVAC Inc.

twitter
company-logo
Providing high-efficiency home comfort in central CT & MA.
dateFounded in 2024
location
Broad Brook, Connecticut, US
people-size11-50 employees
web-link
https://www.cleanclimatehvac.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase