Customer Account Specialist

energo; New York (NY); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Growth opportunities

Exposure to multiple business lines

401K plan

Job summary

Energo, a long‑standing building services company serving the New York metro area, seeks a Customer Account Specialist to support customer service, billing, and sales activities from our Woodside, NY office. You will interact with customers, process payments, and help drive sales retention in a fast-paced environment.

The role emphasizes multi-tasking, data analysis, and collaboration with various departments.

Qualifications

• 5-7? years of experience in customer service or inside sales within a retail energy enviroment.
• Strong proficiency with Microsoft Office; Excel data handling and reporting.
• Excellent organizational skills with ability to manage multiple tasks in a fast-paced setting.
• Clear communication and interpersonal skills; team oriented and proactive.

Responsibilities

• Handle inbound calls from customers and prospects and document interactions.
• Coordinate with Managing Agent and sales teams to resolve tickets and assist collections.
• Support billing and revenue processes; analyze accounts receivable aging and contact customers for payment.
• Assist with quotes, contracting, and sales support to drive retention and new business.
• Prepare regular sales reporting and participate in process improvements across departments.

Skills

Customer service

Data analysis

Organization

Communication

Problem solving

Teamwork

Tools

Microsoft Office

Excel

Job description

Energo is a full-service building services company that has served the New York metro area since 1996, with divisions in heating oil, HVAC, plumbing, electrical, inspections, solar and fire suppression. Energo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other characteristic protected by federal, state, or local law.

Job Summary

Energo is seeking a positive, goal-oriented Customer Account Specialist. The successful candidate will report to Manager Customer Service & Inside Sales. This position has been structured to enable employee growth by providing exposure across multiple operations functions, including credit, customer service, collections, sales support and billing. Attention to detail, ability to work in a fast-paced environment, organizational skills, and ability to organize and analyze data are necessary to succeed in this role. Multi-tasking is a must! The company offers a competitive salary based on experience , benefits, and 401K plan.

Responsibilities

• Field incoming calls from current customers and prospects
• Record the call and distribute to the Managing Agent, while assisting in resolving the ticket
• Perform customer service responsibilities to maintain a superior level of customer satisfaction
• Make outbound calls to targeted groups to acquire new customers and retain existing ones
• Achieving company goals for sales and retention
• Review accounts receivable aging reports and contacting customers (via phone, email, and letter) for payment
• Work closely with Energo sales agents for assistance with customer collections
• Contact customers with Early Termination Fees regarding re-enrollment or for payment
• Report on collections activities to the Manager, Credit and Collections
• Act as a liaison between Sales and other departments
• Assist the Sales team in quoting and contracting with current and prospective customers
• Work in the Sales Support inbox and ensure responses are provided in a timely fashion
• Work with various departments to implement process improvements
• Assist in running and distributing various sales reporting
• Perform a variety of analytical and billing functions, including the review and management of daily reports to ensure customer billing accuracy and compliance with internal controls
• Assist with continuous process improvement projects related to billing controls, quality & efficiency
• Research and resolve billing issues utilizing analytical and reporting tools
• Ensure accurate and timely processing of all customer invoices
• Ad hoc projects and assignments, analysis, customer audits and data clean-up

Required Qualifications

• 1-3 years’ experience with a retail energy company
• Proficiency in Microsoft Office and Excel
• Strong organization skills with demonstrated ability to handle multiple projects and tasks effectively
• Eagerness to contribute to a team-oriented environment
• Ability to work creatively and analytically in a problem-solving environment
• Not afraid to ask questions and have strong communication and interpersonal skills
• This is an in-person position and requires office attendance in our Woodside, NY office, five days per week
• Willingness to work after hours and weekends, as necessary

Compensation

$55,000 - $70,000

What Energo Offers

• Competitive salary commensurate with experience
• Opportunity to grow within a well-established, expanding, family-owned company
• Exposure across multiple business lines, including HVAC, plumbing, fire suppression, fuel oil, energy services, and solar
• Collaborative, hands-on work environment