HVAC Customer Success Specialist | Site Surveys & Proactive

EMCOR Group, Inc.; West Sacramento (CA); On-site; USD 38,572 - 48,216; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health savings account

Flexible spending accounts

Life insurance

Disability insurance

401(k) Savings Plan

College Coach

Employee assistance program

Job summary

EMCOR Group, Inc. in West Sacramento, CA is seeking a Customer Service Representative to follow up on existing accounts and service calls, ensuring customers feel valued and that their needs are prioritized. The role emphasizes accurate documentation and timely communication.

The position requires 2+ years of customer service experience, strong MS Office skills, and a professional demeanor, with bachelor’s degree preferred. On-site work with a supportive contracts team is expected.

Qualifications

• Bachelor’s degree preferred.
• 2+ years Customer Service experience required.
• Advanced MS Word, Excel, Outlook, and PowerPoint skills.
• Mechanical aptitude preferred.
• Strong verbal and listening communication skills and telephone etiquette.
• Ability to solve problems and act with urgency.
• Valid driver’s license required.

Responsibilities

• Follow up on existing accounts and customer service calls.
• Ensure customers feel valued and that needs are prioritized.
• Document customer responses and impressions from visits with accuracy.
• Perform site surveys and other checks to ensure quality.
• Present new technology and enhanced PM services.
• Report findings, opinions, pictures, and results to leadership.
• Monitor maintenance data to proactively respond to situations.
• Represent EMCOR/Mesa Energy Systems to contract customers and contracts team.
• Perform other duties as assigned.

Skills

MS Word

MS Excel

MS Outlook

MS PowerPoint

Verbal communication

Listening skills

Customer service

Education

Bachelor’s degree (preferred)

Tools

None

Job description

EMCOR Group, Inc. in West Sacramento, CA is seeking a Customer Service Representative to follow up on existing accounts and service calls, ensuring customers feel valued and that their needs are prioritized. The role emphasizes accurate documentation and timely communication.

The position requires 2+ years of customer service experience, strong MS Office skills, and a professional demeanor, with bachelor’s degree preferred. On-site work with a supportive contracts team is expected.