Customer Service & Scheduling Coordinator

The Professional Tree Care Company; Martinez (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Traverso Tree Service in Martinez, CA seeks a Customer Service Representative to serve as the first point of contact for customers, manage calls and emails, collect accurate information, and support arborists and managers. The CSR handles scheduling estimates, coordinates with operations, and maintains CRM data with professionalism.

The role emphasizes in-office duties, strong communication, and accurate record-keeping using Outlook, Excel, and CRM systems.

Qualifications

• Previous customer service, administrative, receptionist, or similar experience.
• Strong telephone and customer service skills.
• Excellent written and verbal communication.
• Strong organizational and time-management skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency with Microsoft Outlook, Word, and Excel.
• Willingness to learn ArborStar, Sage Intacct, and other company systems.
• Good working knowledge of standard office equipment.

Responsibilities

• Answer incoming calls and respond to emails promptly and professionally.
• Serve as primary contact for new and existing customers.
• Gather complete information from prospective customers for scheduling estimates.
• Route inquiries to arborists, managers, or other departments as needed.
• Provide general information about services and scheduling processes.
• Document communications and follow-up needs in the company system.
• Escalate complaints or urgent issues to management.
• Schedule estimate appointments and maintain calendars accurately.
• Coordinate scheduling based on availability and priorities.
• Confirm appointments and communicate changes to customers and team.
• Assist with rescheduling and follow-up on estimates.
• Enter and maintain customer and proposal data in systems.
• Support preparation and entry of sales proposals into systems.
• Maintain CRM and customer records and ensure status is clear for others.

Skills

Phone skills

Customer service

Communication

Organization

MS Office

ArborStar/Sage Intacct

Office equipment

Education

High school diploma or equivalent

Tools

ArborStar

Sage Intacct

Microsoft Outlook

Excel

Word

Job description

Traverso Tree Service in Martinez, CA seeks a Customer Service Representative to serve as the first point of contact for customers, manage calls and emails, collect accurate information, and support arborists and managers. The CSR handles scheduling estimates, coordinates with operations, and maintains CRM data with professionalism.

The role emphasizes in-office duties, strong communication, and accurate record-keeping using Outlook, Excel, and CRM systems.