Customer Service Representative

Paylocity; Town of Colonie (NY); On-site; USD 40,000 - 55,000; Full time

Job summary

Paylocity is seeking a Customer Service Representative to greet customers and generate sales and rental revenue through consultative assistance in a fast-paced environment. Responsibilities include processing reservations, writing contracts, and acting as a product expert for walk-in and phone inquiries.

The role requires strong communication, proficiency with Microsoft Office, and the ability to close sales while maintaining excellent customer relations.

Qualifications

• High School Diploma or equivalent.
• 2–5 years’ experience as a rental coordinator or counter person preferably in the equipment rental industry.
• Strong verbal communication skills.
• Proficient in Microsoft Office.
• Experience with construction equipment a plus.

Responsibilities

• Greet customers by phone or in person as first impression officer.
• Write contracts, process reservations, and assign equipment.
• Quote rental rates during calls; aim for one-call resolution.
• Serve as product expert and consultant to customers.
• Handle small equipment sales for walk-in customers.
• Maintain showroom and suggest improvements to customer experience.
• Build professional relationships with customers.
• Manage equipment rental guidelines and policies.
• Support outside sales force; learn continuously.
• Work independently in a fast-paced environment.
• Perform other duties as assigned.

Skills

Phone skills

Customer service

Numerical ability

Excel

Problem solving

Sales closing

Acumatica

Education

High School Diploma

Tools

Microsoft Office

Job description

Description

Job Description -Customer Service Representative

Reports to: Rental Manager

Primary Purpose:

To greet our customers, generate sales and rental revenue by providing a consultative sales approach with both walk in and call in customers. Provide outstanding customer service.

Essential Functions:

• Act as the front line customer service provider and “first impression officer” by warmly greeting the customer whether by phone or walk-in.
• Writes contracts , process reservations, and assigns equipment
• Quotes rental rates during the phone conversation (one call resolution).
• Product expert and consultant to the customers
• Handles small equipment sales for walk-in customers.
• Ensure that your store looks amazing by organizing the show room, providing ideas to improve the customer experience in the store or on location
• Establish and maintain a professional relationship with all customers(External and Internal)
• Accountable for managing the equipment rental guidelines and policies.
• The ability and internal desire to learn and pursue self-improvement
• Support and act as liaison to the outside sales force.
• The ability to work independently in a fast-paced environment.
• Performs other duties as assigned.

Skills:

• Exceptional phone skills, customer service skills and common sense.
• The ability to calculate figures; such as discounts, interest, and percentages.
• Excel in a fast paced, highly urgent environment
• Ability to think on your feet, and natural inclination to go the extra mile to help the customer
• The ability to close the sale.
• Accumatica or other ERP system knowledge a plus

Experience/Education:

• High School Diploma or equivalent.
• 2 – 5 years’ experience as a rental coordinator or counter person preferably in the equipment rental industry.
• Highly competent computer and keyboarding skills (Microsoft Office)
• The desire to learn new equipment and do on-line learning.
• Strong verbal communication skills.
• Prior experience of working with a variety of construction equipment a plus.
• Verifiable references and a work history

Physical Demands:

• While performing the duties of this job the employee is regularly required to sit, stand and walk. Employee must be able to lift and carry up to 50 lbs.
• The work environment is that of a typical warehouse office. Some exposure to cold, heat, noise, fumes and dust.