Customer Service Representative

SUNation Energy, Inc.; Town of Islip (NY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

SUNation Energy, Inc. is seeking a service coordinator to answer calls, greet customers, and act as the liaison between clients, service technicians, and vendors. The role schedules service appointments, manages logistics for personnel and equipment, and follows up with customers.

The position requires strong communication, organization, and CRM familiarity. Daily tasks include creating invoices, updating CRM, and generating service reports. This role is office-based in Islip, NY.

Qualifications

• Strong customer service and communication skills.
• Ability to coordinate scheduling for staff and equipment.
• Familiarity with CRM systems and basic reporting.

Responsibilities

• Welcomes customers by greeting them via phone or email for inbound inquiries.
• Schedule service appointments and manage logistics for personnel/equipment.
• Handle customer calls and emails and interface with manufacturers for support.
• Create client invoices and follow up on payments.
• Prepare daily service reports and CRM updates.
• Generate reports on service work and assist with advanced issues.

Skills

Telephone Skills

Verbal Communication

Listening

Professionalism

Customer Focus

Organization

Informing Others

Handles Pressure

Supply Management

Microsoft Word

Excel

General Computer Usage

Very Organized

Education

Associate's degree or higher

Tools

Basecamp

Salesforce

Job description

Description

Answer calls and serve as the liaison between clients and Service Technicians as well as between the Company and its vendors. Schedule service appointments. Follow up with customers.

Requirements

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

• Welcomes customers by greeting them, on the telephone or email for all inbound service inquiries.
• Scheduling and logistics of both company personnel, and equipment.
• Customer calls and emails.
• Interface with manufactures for troubleshooting advice, ordering, RMA coordination, payments, returns, shipping.
• Client invoice creation and follow-up.
• Scheduling daily service calls, annual inspections, etc...
• Hourly CRM updates.
• Daily estimates, invoices and payment follow up.
• Creates reports on service work.
• Assist clients with advanced service issues.

Skills and Qualifications:

• Fun and happy personality.
• Must be able to smile through the phone.
• Telephone Skills, Verbal Communication, Listening, Professionalism, Customer Focus, Organization, Informing Others, Handles Pressure, Supply Management.
• Proficient in Microsoft word, excel and general computer usage.
• Very organized.

Preferred Skills:

• Solar knowledge (customer or work experience)
• Customer Relationship Management (CRM) experience.
• Associate's degree or higher.
• Knowledge of Basecamp and Salesforce software.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Ability to sit and stand for extended periods.
• Manual dexterity to operate a computer and other office equipment.
• Must be able to lift up to 15 pounds at a time.
• Vision and hearing acuity to perform job duties effectively.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.