PowerTech, LLC · 1 day ago
Customer Success Coordinator
PowerTech, LLC is a fast-growing provider of maintenance, electrical, and generator services. The Customer Success Coordinator plays a vital role in ensuring customer satisfaction and effective coordination across teams by managing administrative tasks and serving as the primary point of contact for customer inquiries.
Responsibilities
Serve as the first point of contact for customer inquiries from both current and prospective customers via phone, email, chat, and in-person interactions
Deliver prompt, accurate, and professional responses with a customer-first mindset, addressing questions, concerns, and issues expediently
Manage a multi-line phone system, provide information, and route calls appropriately
Maintain ownership of customer issues from initial contact through resolution, including escalation of service issues to the appropriate team members and effective conflict resolution
Act as a liaison between customers and field electricians to relay messages, updates, and scheduling information
Collaborate with customers, vendors, technicians, sales staff, and department personnel to provide clear, accurate, and timely communication
Accurately enter, update, and maintain complete customer, job, and service data within CRM or field service management systems
Generate reports, summaries, and documentation related to program services and customer interactions
Assist with billing inquiries, process payments (credit cards, check logging), and support accounts receivable tasks
Maintain organized and accurate records to ensure consistency, compliance, and accessibility across systems
Leverage Microsoft Office Suite and other digital tools to support daily operations, administrative tasks, and departmental needs
Identify process gaps or inefficiencies and proactively suggest solutions to improve operational efficiency and customer experience
Support continuous improvement through feedback, cross-training, and independent learning
Meet or exceed customer satisfaction and performance metrics
Qualification
Required
Strong customer engagement skills, including follow-up on estimates, scheduling, and addressing objections
Proven attention to detail in documentation, data entry, and written communication
Strong time management skills; able to multitask, prioritize, and stay composed in a fast-paced environment
Comfortable using standard office equipment and technology with moderate supervision
Excellent verbal and written communication skills
Strong organizational skills with exceptional attention to detail
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems (e.g., ServiceTitan)
Strong problem-solving skills and a calm, professional approach to customer concerns
Positive attitude with a collaborative, team-oriented mindset
High level of professionalism, discretion, and commitment to confidentiality
Self-motivated, reliable, and eager to learn and grow within the role
Preferred
1–3 years of experience in customer service, front desk, or office administration (preferred)
Experience in HVAC, plumbing, electrical, or skilled trades environments is a plus but not required
Benefits
Company-paid medical insurance to support your health and well-being.
Comprehensive dental & vision coverage available.
Generous paid time off to recharge and relax.
Six paid holidays for work-life balance.
401(k) with 4% company match to invest in your future.