Customer Service Representative

Pellamn; Orlando (FL); On-site; USD 36,000 - 42,000; Full time

Job summary

Pella is seeking a Customer Service Representative to deliver quality support to customers by phone, email, web requests, fax, or in person. You will handle inquiries, diagnose issues, schedule service, and provide quotes while maintaining a customer‑focused attitude.

The role requires strong communication, detail orientation, and proficiency with MS Office; familiarity with Pella software like PQM/POETS/OMS is a plus.

Qualifications

• Must have high school diploma or GED; AA or technical degree preferred.
• 0–2 years of customer service or general business experience preferred.
• Desirable but not required: knowledge of general construction applications and terminology and/or window/door applications.

Responsibilities

• Gather information via calls and emails and answer questions regarding product and service issues.
• Diagnose service issues; process service requests; schedule service appointments; provide quotes; order service parts.
• Research and troubleshoot product issues; update customer files in the Pella Service System.
• Assist Service Technicians with scheduling, parts orders, and customer communications.
• Process customer payments via credit card and coordinate delivery methods for service parts.

Skills

Customer service

Communication

Time management

Problem solving

Attention to detail

MS Office

Education

High School Diploma or GED

AA or Technical degree preferred

Tools

PQM

POETS

OMS

Job description

The Customer Service Representative (CSR) is responsible for providing quality customer service to internal and external customers daily via telephone, email, web service request, fax, or in-person communication. This position is responsible for ensuring all customer service calls and requests are completed in a timely, accurate, and efficient manner while maintaining a customer‑focused attitude. Assigned teams and tasks will vary based on business necessity.

Responsibilities

Responsibilities/Accountabilities (include but are not limited to):

• Gather information via incoming calls and emails from customers and quickly, professionally, and accurately answer any and all questions regarding product and service issues.
• Meet customer needs by diagnosing service issues; processing service requests; scheduling service appointments based on customer product, time, and labor requirements; providing quotes to customers; ordering necessary service parts.
• Research and troubleshoot product issues from customer in an accurate and timely manner.
• Update customer files (electronic files in Pella Service System) each time contact is made with customer and close file when job is completed.
• Research parts needed using resources such as subject matter experts, PERL, etc., to ensure parts ordered for services tasks are accurate.
• Enter Pella Credit Requests (PCR) for all warranty parts ordered.
• Understand and proficiently use phone system as required.
• Resolve customer complaints regarding product and service, engaging other departments when needed (e.g., sales, order fulfillment, technical, and corporate support staff).
• Assist Service Technicians with daily issues including scheduling, parts orders, directions, customer communications, etc.
• Process customer payments via credit card.
• Schedule delivery method for service parts without a technician trip (e.g., USPS/FedEx).
• Complete confirmation process for customers with time/date of appointment, and place calls to customers after event is completed to determine service level obtained.
• Meets or exceeds monthly metrics goals, including CSR, quality, and productivity goals as established by department.
• Promotes and facilitates continuous improvement activities in the department.

Skills/Knowledge:

• Completes work in a timely and accurate manner.
• Enjoys working in a fast‑paced environment with a high sense of urgency.
• Confident in ability to resolve customer issues.
• Seeks out internal experts and utilizes their knowledge.
• Committed to following established processes.
• Focused on details and follow through.
• Proficiency with Microsoft Office and ability to learn internal software programs and applications.

Qualifications

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications, physical demands and work environment characteristics listed below are representative of the knowledge, skill, and/or ability required to successfully perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Must have High School Diploma or GED. AA or Technical degree preferred, 0‑2 year’s customer service, or general business experience preferred. Prior knowledge of general construction applications and terminology and/or window and door applications or components is desirable but not required.

Computer Skills

Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint software applications. Will be expected to develop proficiency in Pella proprietary software (e.g., PQM, POETS, OMS, etc.).

Communication Skills

Excellent verbal and written English language skills are required as well as good public relations, public speaking, and customer service skills. Ability to read, interpret, understand, and explain documents such as sales processes, product specifications, or warranty manuals. Ability to effectively present information to others, gather information from others, and respond appropriately to questions from customers, coworkers, and managers. Must display excellent phone and email etiquette. Must be able to present appropriate attitude for the situation when interacting with customers or coworkers.

Professional Skills

Must be a team player and exhibit a strong desire to learn and promote self‑growth. Must be proactive, self‑disciplined, self‑motivated, and have a demonstrated ability to follow projects through to completion. Attention to detail is required. Must be able to demonstrate organizational skills, prioritize tasks, and meet deadlines. Must be able to develop trust, respect, and confidence of customers, coworkers, and managers. Must present in a clean and neat physical appearance. Must be able to investigate issues and resolve conflict in the best interests of the business and our customers.

Mathematical Skills

Ability to subtract two‑digit numbers and to multiply and divide with 10s and 100s. Ability to perform calculations using units of money, time, measurement, etc. Ability to calculate figures and amounts such as proportions, percentages, area, length, width, height, and depth. Ability to apply basic concepts of algebra, geometry, and general business math.

Physical Demands

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, type or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to sit, stoop, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Time commitment required of this position will vary based on business needs.

Work Environment

The job primarily includes the typical office environment. The noise level is typically moderate. Employees in office positions may occasionally enter warehouse work areas.