Customer Service Coordinator

Overview:

We are looking for a motivated and customer-focused individual to join our team as a Account Advisor, specializing in inside sales and service within the HVAC industry. As a key point of contact for our clients, you will play an essential role in understanding their HVAC needs, managing projects, and ensuring customer satisfaction. This position offers the opportunity to make a significant impact on our client relationships and contribute to the success of our business.

Responsibilities:

• Client Relationship Management: Build and maintain strong, lasting relationships with clients, ensuring they receive excellent service and support for their HVAC needs.
• Needs Assessment: Perform comprehensive assessments to understand clients' HVAC requirements, challenges, and objectives.
• Solution Design: Collaborate with clients to propose tailored HVAC solutions that meet their needs and budget.
• Proposal Development: Prepare clear and detailed proposals, recommending suitable HVAC products, services, and solutions.
• Technical Support: Provide guidance and expertise on HVAC systems and equipment, helping clients make informed decisions.
• Sales and Revenue Generation: Identify opportunities to upsell and cross-sell services within existing accounts to enhance revenue generation.
• Market Research: Stay informed on industry trends, competitor offerings, and new technologies to provide clients with the most relevant and up-to-date recommendations.

Qualifications:

• Strong organizational skills, with the ability to manage multiple tasks and prioritize effectively.
• Experience in customer service, sales, account management, or HVAC industry roles is a plus.
• Proven track record in managing client accounts and delivering solutions in a timely and cost-effective manner.
• Certification or licensure in HVAC systems or related fields is preferred, but not required.
• Bilingual in English/Spanish is a plus.
• Familiarity with service software, sales tools, and other relevant technology is preferred.