Client Service Representative I

Jobtailor; Memphis (TN); On-site; USD 45,000 - 60,000; Full time

Job summary

Jobtailor in Memphis is seeking a Service Estimator Support to assist in estimating and booking service work, ensuring audits and compliance are met. You will backfill the renewal process for service agreements, review performance, revise estimates, and prepare proposals for customers.

You will also support Account Managers with estimating for strategic accounts, enter opportunities in Salesforce, identify growth opportunities, and help drive timely service bookings while maintaining strong

Qualifications

• Certificate/degree from college or technical school with two years related experience and/or training; or three years of related experience and/or training with HS Diploma/GED

Responsibilities

• Estimate and book service work to support timely project execution
• Manage service agreement renewals, review contract performance, revise estimates and generate proposals
• Assist Account Managers with estimating and booking for strategic accounts
• Enter opportunities accurately in Salesforce and maintain a healthy sales pipeline
• Identify growth opportunities and communicate customer needs to cross-functional teams
• Support accounts receivable management for existing customers
• Contribute to meeting department growth plans through timely estimating and bookings
• Create standard work cadence to meet customer needs

Skills

Salesforce

Service Estimation

Booking Service Work

Customer Relationships

Financial Acumen

Problem Solving

Collaboration

Adaptability

Critical Thinking

Communication

Education

College/Tech degree + 2y exp or HS+3y exp

Tools

Salesforce

Microsoft Office

Job description

• Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner and in accordance with audit and compliance requirements
• Responsible for maintaining and driving the Service Agreement renewal process which includes Salesforce Opportunity management, assisting in reviewing contract performance, revising estimates, generating proposals, identifying scope growth opportunities, and delivering proposals to customers
• Supports Account Managers with estimating and booking service work (service agreements, quoted repairs, etc.) for Strategic accounts as assigned
• Identifies and communicates issues, business goals and objectives as it relates to the estimating and booking of Service Work
• Assists local service office with management of accounts receivable for existing customers
• Responsible for meeting department growth plans by supporting the timely and effective estimating and booking of Service work
• Assists in creating standard work / cadence for meeting customer needs
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected
• Other duties as assigned

Requirements

• Certificate/degree from college or technical school with two (2) years related experience and/or training; or three (3) years of related experience and/or training with HS Diploma/GED
• Competencies: strong customer orientation towards focus, service, and relationship building, problem solving and critical thinking particularly under situational pressure, self-starting and initiative, financial acumen, collaboration and teamwork, adaptability and agility, results orientation
• Must be able to communicate effectively in person, by phone and through written communication
• Must be proficient with use of the telephone and voice mail, the computer, and other office equipment
• Able to work extended hours on occasions when required
• Physically able to attend customer sites as required
• Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations

Core Competencies

Demonstrates strong customer orientation and financial acumen while effectively managing service estimations and bookings. Proficient in Salesforce Opportunity management and capable of collaborating with cross-functional teams to drive service agreement renewals and customer satisfaction.

Highest-signal resume keywords

• Salesforce Opportunity Management
• Service Estimation and Booking
• Customer Relationship Building
• Financial Acumen
• Problem Solving

ATS Optimization Keywords

Hard Skills

• Service Estimation
• Contract Performance Review
• Proposal Generation
• Accounts Receivable Management
• Customer Needs Assessment

Soft Skills

• Customer Orientation
• Collaboration
• Adaptability
• Critical Thinking
• Communication

Certifications & Qualifications

• Valid Driver's License

Industry Keywords

• Service Agreements
• Audit Compliance
• Scope Growth Opportunities
• Customer Sites

Tools & Technologies

• Salesforce
• Office Equipment
• Computer Proficiency