Client Experience & Scheduling Specialist

EcoPerformance Builders; Walnut Creek (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Eco Performance Builders in Walnut Creek, CA is hiring a Client Services Representative. You will be the first contact for clients, handling inquiries, educating prospects about services, and guiding projects toward the right fit.

This role emphasizes organization, clear communication, and a proactive, tech‑savvy mindset. You’ll schedule visits, manage follow-ups, improve processes, and support the sales and management teams. The position offers growth opportunities.

Qualifications

• Frontline client service experience preferred.
• Ability to educate clients about services and determine fit.
• Excellent phone etiquette and professional communication.
• Willingness to learn technical aspects of building science.

Responsibilities

• Serve as primary contact for prospective and existing clients by phone and Zoom.
• Schedule sales visits and home walkthroughs; coordinate appointments.
• Follow up after projects to ensure satisfaction and relay items to the team.
• Learn and use various software tools to manage client and project data.
• Support sales and management with RFPs, documentation, and research.
• Represent Eco Performance Builders at trade shows and events.

Skills

Organized

Attention to detail

Strong communicator

Listening skills

Self-directed

Tech-savvy

Job description

Eco Performance Builders in Walnut Creek, CA is hiring a Client Services Representative. You will be the first contact for clients, handling inquiries, educating prospects about services, and guiding projects toward the right fit.

This role emphasizes organization, clear communication, and a proactive, tech‑savvy mindset. You’ll schedule visits, manage follow-ups, improve processes, and support the sales and management teams. The position offers growth opportunities.