Client Services Representative

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

Client Services Representative

Eco Performance Builders is a well-established and rapidly growing licensed general, HVAC, and insulation contractor dedicated to enhancing homes for optimal efficiency, comfort, and sustainability. With 14 years of industry experience, we take pride in making existing homes more energy‑efficient and comfortable.

We’re looking for an organized, proactive, and personable Client Services Representative to become a key part of our client experience and day-to-day operations.

This is first and foremost a client service position. You will often be the first person a prospective or existing client speaks with, so excellent communication, listening skills, professionalism, and attention to detail are essential. The right person will also be self-directed, comfortable with technology, eager to learn, and interested in understanding the technical aspects of the work we do.

Key Responsibilities

Client Service & Phone Communication

• Serve as the primary person answering our phones and one of the first points of contact for prospective and existing clients. You’ll listen carefully to understand prospective clients' needs, educate them about our services, answer initial questions, and help determine whether our company is a good fit for their project.
• This position involves both incoming and outbound calls, so you should enjoy speaking with people and be comfortable initiating conversations. Excellent phone etiquette, a friendly and professional speaking voice, strong listening skills, and attention to detail are important.

Scheduling & Follow-Up

• Schedule sales visits and home walkthroughs for prospective clients and help coordinate other appointments as needed.
• Follow up with clients at the completion of their projects to ensure they are satisfied and identify any outstanding items that need to be communicated to the appropriate team member.

Software, Systems & Process Improvement

• You should be tech‑savvy and eager to learn new software as our company relies on a variety of software and digital tools to manage clients, projects, scheduling, and communication.
• We also value people who proactively identify opportunities to improve our systems and processes. If you see a way to better organize information, simplify a workflow, or improve how the company operates, we want you to speak up and help make it happen.

Special Projects & Team Support

• From time to time, you may be asked to assist with projects outside of your normal day‑to‑day responsibilities. This could include supporting our sales and management teams with larger RFP and bid submissions, gathering and organizing documentation, preparing information, performing research, scheduling service and maintenance calls, project management, or helping with other company initiatives.
• You should be comfortable learning new tasks, taking ownership of assignments, and working independently when given a goal.

Learning Our Business

• We work in a technical industry involving building science, home performance, HVAC, electrification, insulation, energy efficiency, and indoor air quality.
• You don't need to arrive as a technical expert, but you should be curious and willing to learn. Over time, we expect you to develop enough understanding of our services to communicate effectively with clients and our technical staff.

Representing the Company

• You should be comfortable speaking with new people, communicating professionally over Zoom, and representing Eco Performance Builders at trade shows, job fairs, community events, and other public‑facing opportunities.

The Person We’re Looking For

The right person for this position is:

• Organized and detail‑oriented – You keep track of schedules, conversations, documentation, and follow‑ups without letting details fall through the cracks.
• A strong communicator and listener – You have excellent phone etiquette, a professional speaking voice, and communicate clearly and thoughtfully.
• Proactive and self‑directed – You don't need someone continually telling you what to do next. You can prioritize your work, stay productive, identify things that need attention, and work independently.
• Tech‑savvy and eager to learn – You're comfortable learning new software and interested in finding better ways to use technology and improve company processes.
• Easygoing and patient – You work well alongside different personalities and can remain professional and productive during stressful or challenging situations. You don't take personality differences or workplace frustrations personally and focus instead on working together to get the job done.
• Punctual and dependable – Your coworkers and our clients can count on you to show up on time and follow through on commitments.
• A team player – You're willing to pitch in, communicate openly, and help wherever needed.
• Solution‑oriented and blame‑free – When something goes wrong, you focus on solving the problem, learning from it, and moving forward rather than assigning blame or creating unnecessary drama.
• Flexible – You're comfortable adjusting when priorities, schedules, or circumstances change.
• Curious and willing to learn – You're interested in developing an understanding of building science and the technical aspects of our work.

What Success Looks Like

• A successful Client Services Representative is someone our clients and our team can depend on. Calls and follow‑ups happen when promised, sales visits are scheduled accurately, warranties are registered, information reaches the right people, and details don't get lost.
• Just as importantly, you take ownership of your role, continue learning, contribute to a positive and productive workplace, and look for opportunities to help the company operate more effectively.

Join us in our mission to make existing homes perform better for homeowners and the planet!

Eco Performance Builders is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.