Sales Operations Coordinator II

2240 Service Experts Heating & AC LLC; Midvale (UT); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Paid time off

Health insurance

401(k) retirement plan

Life insurance

Disability insurance

Training opportunities

Résumé du poste

Service Experts Heating & AC LLC is seeking a Sales Operations Coordinator II to support the Sales Team, Technicians, and Installers. You will maintain data in systems, communicate with customers about appointments, and efficiently plan and route technicians and Residential Sales Consultants according to guidelines.

The role requires a high school diploma or GED with customer-facing experience. Strong multitasking, organization, and software aptitude are essential, with AS400 experience being a

Qualifications

• High school diploma or equivalent with experience in customer service or similar.
• Experience with dispatching is desirable.
• Strong communication and interpersonal skills.

Responsabilités

• Schedule service, maintenance, or sales calls by gathering customer information.
• Call customers to remind about appointments and inform on changes.
• Plan and route staff based on availability, skills, location, and policies.
• Maintain capacity planning and fill gaps due to cancellations.
• Represent the company professionally in all matters.
• Assign leads to Residential Sales Consultants per policy.

Connaissances

Customer service

Communication

Time management

Teamwork

Independent work

Geographical knowledge

Decision making

Organizational skills

Formation

High school diploma/GED

Outils

AS400 system

Description du poste

Welcome!

The Sales Operations Coordinator II is responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems. You will communicate with the customer regarding scheduled calls and follow-up visits. You will efficiently plan and route the most-appropriate technicians and Residential Sales Consultants in accordance with established guidelines and company procedures. Your work is performed in accordance with established processes and procedures in a fast-paced, constantly changing environment.

Key Responsibilities:

• Effectively and courteously communicates with customer in order to schedule service, maintenance, or sales call while gathering information on the customer's current systems and needs.
• Responsible for calling customers to remind them of an upcoming scheduled appointment and to keep them informed on any changes in Technician, Installer, or Residential Sales Consultant arrival time.
• Efficiently and effectively plans and routes branch staff to service calls based on availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board.
• Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planning.
• Represents the company professionally, honestly, and ethically in all business matters and concerns.
• Assigns sales leads to Residential Sales Consultants in accordance with the company Lead Distribution Policy.

Desired Skills and Qualifications:

• High school diploma or equivalent with experience working in customer service or other customer-facing environment. Prior experience dispatching is desirable.
• Experience or training the use of computers and related systems in an administrative office environment. Prior experience with an AS400 system desirable.
• Must be able to multi-task and work effectively in fast-paced and constantly changing work environment. Must be comfortable switching rapidly between tasks with no loss in efficiency and effectiveness.
• Excellent customer-service, communication, and interpersonal skills.
• Ability to work effectively in both a team and an independent environment.
• Knowledge of, or ability to learn, local geographical areas (streets, highways, cities, and towns).
• Ability to make decisions based on established guidelines and procedures.
• Effective organizational and time-management skills. Must be able to prioritize work based on service demands.

What We Offer You, as a Service Experts Employee:

• Competitive Pay, including incentive opportunities for many positions
• Paid Time Off and Company Holiday Pay
• Medical /Dental /Vision Insurance programs
• 401(k) Retirement Savings Plan with company matching contributions
• Life Insurance, for you and options you can elect for your family
• Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
• Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs
• World Class Training opportunities, through our Experts University
• Career Development opportunities

Minimum Experience: 2+

Years Minimum Education: High School Diploma/GED

The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Service Experts.

Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email [e-mail]