Customer Service Specialist 1 - Contingent

Innova Solutions Inc; Tempe (AZ); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical & pharmacy coverage

Dental/vision insurance

401(k)

HSA and FSA

Life Insurance

Pet Insurance

Disability insurance

Legal & ID protection

Paid time off & leaves

Employee Assistance Program (EAP)

Job summary

Innova Solutions currently seeks a Customer Service Specialist for a 3-month contract with potential extension. Role located in Tempe, AZ and Irving, TX with hybrid schedule (3 days onsite, 2 days remote).

You will contact customers, manage referrals, and support underwriting/contract validation while using CRM and Excel to track pipelines and notes. The ideal candidate has sales/customer service experience, solid CRM skills, and the ability to coordinate appointments and cross-functionally

Qualifications

• Experience in sales and customer service.
• Stable employment history with a proven track record.
• Experience managing customer pipelines and leads.
• Experience with outbound customer calls.
• CRM management experience.
• Appointment scheduling and coordination.
• Documentation and note-taking skills.
• Referral tracking and status reporting.
• Process and workflow management.
• Cross-functional collaboration.
• Experience supporting underwriting or contract validation activities.
• Proficiency in Microsoft Excel.
• Nice to have bilingual Spanish language skills.

Responsibilities

• Contact customers to confirm business needs and qualification.
• Receive referrals from lead assigners as part of normal business volume.
• Handle inbound calls while managing referrals during the pilot program.
• Track all customer contact attempts.
• Schedule appointments and calls with pilot sales agents.
• Maintain accurate and detailed referral notes.
• Ensure good pipeline management and record keeping.
• Provide information and support to customers and internal personnel.
• Manage customer pipelines and lead tracking activities.
• Handle outbound calls to customers to confirm business needs.
• Route confirmed leads to dedicated sales consultants.
• Prioritize Spanish-speaking customers through bilingual customer service agents when required.

Skills

Sales & customer service

CRM management

Lead qualification

Outbound calls

Appointment scheduling

Pipeline management

Note-taking

Documentation

Bilingual Spanish

Excel

Microsoft Excel

Tools

CRM system

Microsoft Excel

Job description

Customer Service Specialist

Position type: Full Time - Contract Duration: 03 Months with possible extension

Location: Tempe AZ and Irving TX (Hybrid-03 days onsite and 02 days Remote)

Responsibilities

• Contact customers to confirm business needs and qualification.
• Receive referrals from lead assigners as part of normal business volume.
• Handle inbound calls while managing referrals during the pilot program.
• Track all customer contact attempts.
• Schedule appointments and calls with pilot sales agents.
• Maintain accurate and detailed referral notes.
• Ensure good pipeline management and record keeping.
• Provide information and support to customers and internal personnel.
• Manage customer pipelines and lead tracking activities.
• Handle outbound calls to customers to confirm business needs.
• Route confirmed leads to dedicated sales consultants.
• Prioritize Spanish-speaking customers through bilingual customer service agents when required.

Candidate Profile

• Sales and customer service background.
• Stable employment history with a proven track record.
• Manage customer pipelines and leads.
• Experience with outbound customer calls.
• CRM management experience.
• Appointment scheduling and coordination.
• Documentation and note-taking skills.
• Referral tracking and status reporting.
• Process and workflow management.
• To work cross-functionally with different teams.
• Experience supporting underwriting or contract validation activities.
• Proficiency in Microsoft Excel.
• Nice to have - Bilingual Spanish language skills.

Preferred Experience

• Customer Success
• Sales Support
• Contact Center Operations
• Business Banking
• Client Services
• Loan Processing
• Account Management
• Operations Coordination
• Intake or Referral Coordination

This position is only open to applicants who can be engaged on a W-2 basis.

Compensation & Benefits

Pay Range: $20/hr to $26/hr *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

• Medical & pharmacy coverage
• Dental/vision insurance
• 401(k)
• Health saving account (HSA) and Flexible spending account (FSA)
• Life Insurance
• Pet Insurance
• Short term and Long term Disability
• Accident & Critical illness coverage
• Pre-paid legal & ID theft protection
• Sick time, and other types of paid leaves (as required by law)
• Employee Assistance Program (EAP)

About Innova Solutions

Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions

• Named One of America's Best Employers for New Grads by Forbes (2024)
• Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025)
• One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024)
• One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
• Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
• One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
• AWS Advanced Tier Services Partner with 100+ certifications

Equal Opportunity Employment

Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment.

Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation or any other status protected by the statutes, rules, and regulations in the locations where it operates.

If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [emailprotected] or [phone]. Please indicate the specifics of the assistance needed.

Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities.

Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.

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