Customer Experience & Scheduling Pro (HVAC)

Socket.dev

Town of Florida (NY)

On-site

USD 25,000 - 28,000

Full time

3 days ago
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Benefits offered by this job

Health benefits
Vision and dental
401(k) matching
Paid time off

Job summary

John C. Cassidy Air Conditioning & Plumbing is seeking a Customer Experience Specialist to be the first point of contact for residential and commercial customers. You will manage scheduling, provide pricing information, handle inquiries, and drive inbound/outbound sales while maintaining exceptional service.

The role emphasizes accuracy, professional communication, and CRM record-keeping in a fast-paced home services environment.

Qualifications

  • Customer service or call center experience preferred
  • HVAC or home services experience is a plus (training provided)
  • Proven Inbound and outbound Sales Skills
  • Strong communication and multitasking skills
  • Comfortable with phones, computers, and scheduling software
  • Reliable, punctual, and customer-focused

Responsibilities

  • Answer inbound/outbound calls, texts, and emails from customers
  • Schedule HVAC service, maintenance, and installation appointments
  • Coordinate scheduling details with technicians and dispatch
  • Provide accurate information regarding services, pricing, and availability
  • Handle customer questions and concerns with professionalism
  • Conduct post-service follow-ups to ensure customer satisfaction
  • Maintain accurate records in CRM and scheduling systems
  • Process payments and invoices as needed
  • Focus on customer lifecycle and experience
  • Apply strong sales acumen to convert inbound leads and drive outbound sales calls
  • Achieve established monthly sales targets

Skills

Customer service
Call center
Sales skills
Scheduling/coordination
Communication
Multitasking
Phone skills

Tools

CRM software
Scheduling software
Phone systems

Job description

John C. Cassidy Air Conditioning & Plumbing is seeking a Customer Experience Specialist to be the first point of contact for residential and commercial customers. You will manage scheduling, provide pricing information, handle inquiries, and drive inbound/outbound sales while maintaining exceptional service.

The role emphasizes accuracy, professional communication, and CRM record-keeping in a fast-paced home services environment.

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