HVAC Solar and Membership Call Center Representative

West Coast Heating, Air Conditioning, and Solar; El Cajon (CA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive Salary

Health insurance

401(k) with 4% matching

Paid sick leave

Vacation time

Professional development opportunities

Supportive work environment

Job summary

West Coast Heating, Air Conditioning, and Solar seeks a friendly Customer Service Representative to be the first point of contact for our customers in El Cajon. On-site, full-time role handling inquiries, scheduling, and service coordination.

You will answer calls and emails, maintain CRM records, coordinate with field crews, and support the sales team while delivering exceptional service. The ideal candidate has 2+ years in customer service and a HVAC or related background.

Qualifications

• Minimum of 2 years in a customer service role, preferable in HVAC, construction, or related industry.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities to handle customer issues effectively.
• Strong organizational and time management skills to handle multiple tasks.
• Proficiency in using CRM software (Service Titan) and other computer applications; scheduling software a plus.
• A genuine desire to help customers and a team-oriented attitude.
• Ability to work well in a team environment and collaborate with colleagues to achieve goals.

Responsibilities

• Answer incoming calls and emails from customers, address inquiries, and provide information about services.
• Schedule service appointments, coordinating with customers and field teams to ensure timely service delivery.
• Handle customer complaints and issues, resolving promptly while maintaining positive relationships.
• Maintain accurate records of customer interactions, appointments, and service requests in the CRM system.
• Collaborate with sales, installation, and service teams to ensure seamless communication and service delivery.
• Stay informed about products and services to provide accurate information and recommendations.
• Assist with inbound sales inquiries, providing information and transferring leads to the sales team.

Skills

Customer service

Verbal & written communication

Problem-solving

Organizational skills

Team player

Scheduling coordination

Tools

Service Titan

Job description

Title: HVAC Solar and Membership Call Center Representative

Description:

Location: El-Cajon | On-Site | Full-Time

About Us

West Coast Heating, Air Conditioning, and Solar is a premier HVAC and solar solutions provider in San Diego County. We pride ourselves on delivering top-notch service and ensuring customer satisfaction. Our team is dedicated to excellence and is committed to creating a supportive and engaging work environment for our employees.

Position Overview

We are seeking a friendly and professional Customer Service Representative to join our team. The ideal candidate will have excellent communication skills, a positive attitude, and a solid commitment to providing outstanding customer service. As a Customer Service Representative, you will be our customer's first point of contact, handling inquiries, scheduling appointments, and ensuring a smooth customer experience.

Key Responsibilities

• Customer Interaction: Answer incoming calls and emails from customers, address inquiries, and provide information about our services.
• Appointment Scheduling: Schedule service appointments, coordinating with customers and our field teams to ensure timely service delivery.
• Issue Resolution: Handle customer complaints and issues, working to resolve them promptly and effectively while maintaining a positive customer relationship.
• Documentation: Maintain accurate records of customer interactions, appointments, and service requests in our CRM system (Service Titan).
• Team Collaboration: Work closely with other departments, including sales, installation, and service teams, to ensure seamless communication and service delivery.
• Product Knowledge: Stay informed about our products and services to provide accurate information and recommendations to customers.
• Sales Support: Assist with inbound sales inquiries, providing information and transferring leads to the sales team as needed.

Qualifications

• Experience: Minimum of 2 year of experience in a customer service role, preferably in the HVAC, construction, or related industry.
• Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally and courteously with customers.
• Problem-solving skills: Strong problem-solving abilities to handle customer issues effectively and efficiently.
• Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
• Technical Skills: Proficiency in using CRM software (Service Titan) and other computer applications. Experience with scheduling software is a plus.
• Customer Focus: A genuine desire to help customers and a commitment to delivering exceptional customer service.
• Team Player: Ability to work well in a team environment and collaborate with colleagues to achieve common goals.

Compensation and Benefits

• Competitive Salary: Based on experience and qualifications.
• Comprehensive Benefits: Health insurance, 401(k) with 4% matching, paid sick leave, and vacation time.
• Professional Development: Opportunities for further education and career advancement within the company.
• Supportive Work Environment: Join a team that values collaboration, innovation, and continuous improvement.