SALES & SERVICE SUPPORT SPECIALIST (CSR BACKUP)

Job Description

Job Description

Salary : competitive

Position Summary

The CSR Sales & Service Support Specialist plays a critical role in supporting day-to-day business operations at Clean Climate HVAC. This hybrid position bridges the gap between sales, service and customer service by ensuring smooth project flow, assisting with scheduling and dispatch, and providing CSR coverage for the office. The ideal candidate is detail-oriented, adaptable, and thrives in a fast-paced HVAC environment.

Key Responsibilities

Sales Support

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.

Service Management Support

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.

CSR Backup

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.

Qualifications

HVAC, construction, or service industry experience

Strong communication and organizational skills.

Experience with Service Titan (or similar FSM software) preferred.

Ability to multitask and adapt between sales, service, and CSR responsibilities.

Customer-first mindset with problem-solving skills.

Core Competencies

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.

Position 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.