Customer Service and Sales Specialist

RG&T Solutions; Murray (UT); On-site; USD 42,000 - 66,000; Full time

Job summary

RG&T Solutions in Murray, UT is seeking a Retail Lead Specialist to deliver an outstanding residential customer experience in home services. You will greet homeowners, assess HVAC, plumbing, and electrical needs, and connect them with service options.

This role acts as the primary in-office contact, coordinating with technicians and sales teams to ensure seamless service delivery. You'll coach frontline staff, track sales opportunities, and maintain CRM/POS records while supporting promotions

Qualifications

• Strong customer service and communication skills with the ability to assess needs across HVAC, plumbing, and electrical service areas.
• Proven ability to support sales through estimates, follow-up, and closing.
• Experience with CRM/POS systems and maintaining accurate documentation.
• Leadership capability to coach and guide team members.
• Professional conflict resolution and KPI-focused performance mindset.

Responsibilities

• Coordinate with field technicians by managing workflow, updating work orders, and communicating customer expectations clearly.
• Track sales opportunities, prepare estimates, and follow up to secure service and maintenance agreements.
• Coach front-line team members on sales scripts, systems, and customer-first best practices.
• Monitor KPIs such as conversion rate, average ticket size, and customer satisfaction; maintain accurate records using CRM and POS tools.
• Collaborate with operations and marketing to support promotions and improve processes.
• Resolve escalated customer concerns professionally and reinforce a culture of integrity and teamwork.

Skills

Customer service excellence

Communication skills

Sales support

Leadership & coaching

Needs assessment across HVAC, plumbing

Tools

CRM/POS systems

Job description

Retail Lead Specialist to deliver an outstanding residential customer experience in home services. Serve as the primary in-office contact for homeowners—greet customers, identify HVAC, plumbing, and electrical needs, and connect them to appropriate service and maintenance solutions.

Key duties

• Coordinate with field technicians by managing workflow, updating work orders, and communicating customer expectations clearly.
• Track sales opportunities, prepare estimates, and follow up to secure service and maintenance agreements.
• Coach front-line team members on sales scripts, systems, and customer-first best practices.
• Monitor KPIs such as conversion rate, average ticket size, and customer satisfaction; maintain accurate records using CRM and POS tools.
• Collaborate with operations and marketing to support promotions and improve processes.
• Resolve escalated customer concerns professionally and reinforce a culture of integrity and teamwork.

Qualifications & Skills

• Strong customer service and communication skills with the ability to assess needs across HVAC, plumbing, and electrical service areas.
• Proven ability to support sales through estimates, follow-up, and closing.
• Experience with CRM/POS systems and maintaining accurate documentation.
• Leadership capability to coach and guide team members.
• Professional conflict resolution and KPI-focused performance mindset.