Sales & Service Coordinator

Job Description

Job Description

Job Duties :

Service Coordination :

Classification of all phone calls throughout the day

Running abandoned call report each day and calling back all abandoned phone calls

Listening for customer issues / questions and assigning jobs

Customer inquiries via phone, text, and email

Forwarding customer complaints or issues with new and current equipment accordingly (Scheduling or escalating to upper management)

Notifying management about escalating problematic jobs or customers

Adding emergency calls to the schedule accordingly

Updating service appointments with the correct job type and business type

Verifying correct charge / special notes for services and estimates, and new installs

Handling technician inquiries, salesman inquiries, and customer inquiries

Completing various projects assigned by management

Going through all jobs that have been placed on hold and following up with them

Applying correct customer equipment, installation dates, and equipment location to all profiles within Service Titan

Managing customer profiles and location profiles within Service Titan program

Creating new customers and scheduling them for service and or sales appointments

Contacting new homeowners that have existing Kinetico Equipment in their home and schedule them for service

SMP (Scheduled Maintenance Program) Management

Oversee Service Maintenance Program SMP ensure customers are on recurring service

Making up to 40 outbound calls a day as schedule allows to contact customers about upcoming SMP appointments and locking in service date via phone calls

Notate special instructions for particular SMP members

Sales Coordination :

Making phone calls to lead prospects, which are homeowners that are pre-generated, and call to set appointments

Provide excellent customer service in an ethical and professional manner

Manage provided leads via Bravy.ai and Service Titan on an hourly basis

Provide written estimates for existing customer upgrade phone sales where situations arise for this

Follow up with leads on a consistent basis

The primary work in the office is computer work to complete the necessary documentation for booking appointments and closing sales

This position requires a lot of phone and computer work

Contacting existing customers after installations to check on their satisfaction

Yearly commercial customer check-in calls

Provide administrative support to the sales team where needed

Cold calling where needed

Covering phones and booking service maintenance appointments when needed

Why Work for NorCal Water Systems?

• A work culture that focuses on serving and operates as a family
• Opportunity for growth
• Equipment to be proud of to sell / install
• Opportunity to make a difference in providing quality water to customers
• Ongoing water quality and equipment training
• Full benefits package, including a 401k to invest in your future
• Medical after 90 days
• Matching 401k after 1 year
• Paid Vacation after 90 days
• Paid Holidays
• Commission and bonus opportunities

Job Types : Full-time

Pay : From $22.00 per hour

Benefits :

Experience :

Work Location : In person in Diamond Springs, CA