Customer Service/Relations Manager

Synergy3 Home Solutions; Philadelphia (Philadelphia County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental 100% company-paid

401(k) with company match

Paid holidays and vacation time

Job summary

Synergy3, a family-oriented HVAC service leader in Philadelphia, seeks a Customer Service/Relations Manager to be the main contact for customers and to support the growing Sales Team. If you thrive in a fast-paced environment, you excel at building customer rapport and solving problems, we want you.

You should be independent, a fast learner, personable, and tech-savvy. The ideal candidate values quality communication and respect, and is proud to be recognized as one of the Best HVAC Companies to

Qualifications

• GED required.
• Mid-Level experience (3-5 years).
• Excellent communication skills, strong problem-solving and de‑escalation abilities, and a true customer-experience mindset.
• Highly proficient in CRM/ERP software with the ability to multitask and prioritize.
• Ability to thrive in a tight-knit team environment working seamlessly with internal departments.
• Spanish language proficiency is a plus.

Responsibilities

• Answer 80% of all calls within 20 seconds and maintain multi-channel communication (phone, email, text, chat). Provide knowledgeable answers to service inquiries and perform basic troubleshooting over the phone.
• Contact and track incoming leads based on source tags. Schedule jobs for technicians, evaluators, and installers. Follow up on opportunities and assist in renewals.
• Perform data entry in ERP systems and process customer payments; gather feedback for the team and coordinate with technicians and sales reps for accurate reporting.
• Prepare and submit permit packets to township offices, including NJ mechanical permit applications and subcode forms; communicate with clerks and inspectors, and prepare checks for permits.
• Participate in daily operations meetings and provide general administrative support, including office-supply management.

Skills

Excellent communication

Problem-solving

Customer-experience mindset

CRM/ERP proficiency

Team fit

Spanish language (bonus)

Education

GED

Tools

CRM/ERP software

Job description

About Synergy3

At Synergy3, we foster a unique culture where teamwork, recognition, and personal appreciation are at the heart of everything we do. We are proud to be a family-oriented company, celebrated for our culture and commitment to our team. Named Best Place to Work by ACHR News magazine, Synergy3 celebrates personal milestones with meaningful traditions:

• Birthday celebrations with custom cakes to take home.
• Anniversary bonuses to commemorate your time with the company.
• Monthly awards such as $500 Team Member of the Month and $200 Cleanest Truck of the Month.
• Annual company events including paintball outings, Thanksgiving breakfast, and year-end award ceremonies.
• Festive holiday parties at top restaurants and clubs in Philadelphia.

Synergy3

Customer Service/Relations Manager

About Synergy3

At Synergy3, we foster a unique culture where teamwork, recognition, and personal appreciation are at the heart of everything we do. We are proud to be a family-oriented company, celebrated for our culture and commitment to our team. Named Best Place to Work by ACHR News magazine, Synergy3 celebrates personal milestones with meaningful traditions:

• Birthday celebrations with custom cakes to take home.
• Anniversary bonuses to commemorate your time with the company.
• Monthly awards such as $500 Team Member of the Month and $200 Cleanest Truck of the Month.
• Annual company events including paintball outings, Thanksgiving breakfast, and year-end award ceremonies.
• Festive holiday parties at top restaurants and clubs in Philadelphia.

The Role

You will serve as the main first point of contact for Synergy3, acting as a Customer Service Representative who supports our growing Sales Team. If you thrive in a fast-paced environment, excel at building customer rapport, and enjoy problem-solving, we need you. The ideal candidate is independent, a fast learner, personable, and tech-savvy. We value quality communication and respect, and are proud to be recognized as one of the Best HVAC Companies to Work For.

Primary Responsibilities

• Customer Communication: Answer 80% of all calls within 20 seconds. Maintain constant communication via phone, email, text, and chat. Provide knowledgeable answers to company service inquiries and perform basic troubleshooting over the phone.
• Scheduling & Sales Support: Contact and track incoming leads based on source tags. Schedule jobs for technicians, evaluators, and installers. Follow up on existing opportunities in the pipeline, introduce active promotions, and assist in implementing Customer Maintenance Contract renewals.
• Data & System Management: Perform data entry in our state-of-the-art ERP (Oracle NetSuite/Nextservice & Snugg Pro). Process customer payments, gather feedback to share with the team, and communicate with technicians and sales reps to ensure accurate reporting.
• Program Manager Administrative Assistance: Prepare, mail, and submit complete permit packets to appropriate townships (including all required NJ mechanical permit applications and construction subcode forms for furnaces, water heaters, boilers, ACs, etc.). Communicate with township clerks, construction offices, and inspectors, and prepare checks for permit fees.
• General Operations: Participate in daily meetings with operations to plan and review pipelines. Assist with general administrative duties, including maintaining office supplies and supporting the team as needed. (Note: You may be asked to perform other duties based on demand and situational needs).

Skills & Qualifications

• Education & Experience: GED required; Mid-Level experience (3-5 years).
• Core Skills: Excellent communication skills, strong problem-solving and de‑scalation abilities, and a true customer-experience mindset.
• Technical Proficiency: Highly proficient in CRM/ERP software with the ability to multitask and prioritize.
• Team Fit: Ability to thrive in a tight-knit team environment working seamlessly with internal departments.
• Bonus: Spanish language proficiency is a plus.

Compensation, Hours & Benefits

• Schedule: Full-Time. Office hours are Monday through Friday, 9:00 AM - 6:00 PM.
• Base Pay: $25/hour, paid weekly.
• Commission-Based Incentives: Additional earnings available during peak hours (until 9:00 PM) and Saturdays at $25 per lead scheduled (requires an 80% lead-to-scheduled rate for commissions to be paid out).
• Benefits: Medical insurance, 100% company‑paid Dental, 401(k) with company match, and paid holidays and vacation time.
• Performance Evaluation: Employment is subject to a 30/90-day performance evaluation, requiring a minimum score of 70%.