Customer Service & Sales Operations Specialist

coolCARE Protection Plans; Irving (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

coolCARE Protection Plans is seeking a detail-oriented Sales Support specialist to join its Dallas-based team. You will process orders, set up new customers, welcome clients, answer calls, and coordinate shipping of marketing materials while maintaining accurate profiles.

The ideal candidate will be highly organized, excel at multitasking, and proficient with Microsoft Office, delivering friendly, professional service to contractors and homeowners alike in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Strong organizational skills with the ability to manage a large workload and multiple priorities.
• Excellent customer service and communication skills.
• Detail-oriented with strong accuracy, follow-up, and follow-through.
• Proficient in Microsoft Office programs, including Outlook, Word, and Excel.
• Comfortable answering incoming calls and assisting customers professionally.
• Dependable, positive, and able to work well in a fast-paced environment.
• Prior experience in customer service, administrative support, order processing, or operations support preferred.

Responsibilities

• Process customer and contractor orders accurately and in a timely manner.
• Set up new customer accounts and ensure all required information is complete and accurate.
• Welcome new customers and provide clear information about coolCARE services, processes, and next steps.
• Answer incoming calls and provide professional, helpful customer support.
• Ship marketing materials and track requests through completion.
• Update and maintain customer profiles, contact information, and account details.
• Support internal sales, service, and operations teams with administrative tasks as needed.
• Use Microsoft Office programs to prepare documents, manage information, track activity, and support daily workflow.
• Manage a large workload while maintaining accuracy, organization, and timely follow-through.

Skills

Strong organizational skills

Excellent customer service

Detail-oriented

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

coolCARE Protection Plans is seeking a detail-oriented Sales Support specialist to join its Dallas-based team. You will process orders, set up new customers, welcome clients, answer calls, and coordinate shipping of marketing materials while maintaining accurate profiles.

The ideal candidate will be highly organized, excel at multitasking, and proficient with Microsoft Office, delivering friendly, professional service to contractors and homeowners alike in a fast-paced environment.