Customer Success Representative

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Customer Success Representative

 

About the Company:

Our client is a small, Florida-based HVAC company that needs a Customer Service Representative to manage its back office operations.

 

Job Description:

In this role, you will be the main point of contact for customers. You will handle daily back-office tasks. You will work closely with the owners as a key member of a small team. This position involves answering phones, managing customer needs, and handling paperwork to ensure jobs run smoothly.

 

Responsibilities of the role:

• Answer incoming phone calls and call customers back or out as needed.

• Handle customer questions and complaints.

• Build purchase orders.

• Send invoices to customers.

• Submit permit applications online and follow them through.

• Take credit card payments from customers.

• Perform other back-office tasks as they arise.

 

Required Experience and Qualifications:

• Strong spoken and written English.

• Ability to work with little supervision and manage your own time.

• Trustworthy, especially when handling customer credit card payments.

• Comfortable being a supportive team player and doing various tasks in a small business.

• Focused on goals rather than just working hours.

 

Preferred Skills:

• Experience with House Call Pro.

• Some hands-on experience with QuickBooks.

 

Personality:

• Self-managing: you plan your own work and keep things moving without needing constant direction.

• Resourceful problem-solver: you try to find solutions using online resources before asking for help.

• Personable and upbeat: you enjoy talking to people and make customers feel well cared for.

• Team player with a startup mindset: you are happy to do different tasks and want to help the business grow.

• Trustworthy and dependable: you handle money, customer data, and office tasks with integrity.

 

Software & Tools:

• HouseCall Pro.

• QuickBooks or similar accounting software.

• Google and ChatGPT for research.

 

Schedule:

Monday to Friday

8:00 AM to 6:00 PM Eastern Time

50 hours per week

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.