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Sales and Service Coordinator

2 months ago

Oklahoma City, Oklahoma, United States Service Experts Full time

This job was posted by : For more information,
please see: Position Title:
Sales and Service Coordinator

Reports To: General Manager, Sales Manager, Operations Manager, or
Office Manager

Status: Full-time, Regular position

Join the team of experts and realize your true potential

Why You Should Join the Service Experts Team?

Our team consists of the very best; we believe in doing what is right
for our customers and our employees. We provide our employees with
training, support and an opportunity for unlimited professional growth.
Join us and become an EXPERT

Position Summary:

Responsible for supporting the Sales Team, Service Technicians,
Maintenance Technicians, and Installers by maintaining accurate data in
the appropriate systems, communicating with the customer regarding
scheduled calls and follow-up visits. Works closely and cooperatively
with both sales and center staff. Communicates with the customer to
ensure the customer is informed of scheduled appointments, to respond to
inquiries, and to help to resolve issues and problems. Efficiently plans
and routes the most-appropriate technicians and Residential Sales
Consultants. Work is performed, under general direction, in accordance
with established processes and procedures in a fast-paced, constantly
changing environment.

What Do We Offer You as a Service Experts Employee?

Service Experts offers a comprehensive benefits package designed to
support employees and their families in managing their health and
wellness needs. Following is a summary of the many benefits that could
be available to you as a Service Experts valued 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

Service Experts Heating & Air Conditioningis an equal opportunity
employer and all qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, national
origin, disability status, protected veteran status, or any other
characteristic protected by law.

Key Responsibilities:

Analyzes, diagnoses, and resolves customer problems in a courteous,
professional, timely, and accurate manner. Identifies potential problems
to prevent premature and unexpected breakdowns or callbacks.

Effectively and courteously communicates with customer in order to
schedule service / maintenance / sales call while gathering information
on the customer\'s current systems and needs as well as ensuring that
the decision maker is present at the time of the call

Responsible for calling customers to remind them of the upcoming
scheduled appointment, to keep the customer informed on any changes in
technician/installer arrival time, and to schedule service/maintenance
calls

Efficiently and effectively plans and routes technicians to service
calls based on technician availability and skill sets, customer
equipment and needs, geographical location, and latest information in
the Capacity Planning System and on the Dispatch Board. When applicable,
schedules Residential Sales Consultant to meet with technician at the
customer\'s home whose equipment is older for upgrade opportunity.

Ensures the capacity planner is maintained and proactively fills
appointment gaps due to customer cancellations/rescheduling in order to
m ximize capacity planning

Ensures Sales Dispatch Board and other related modules in STARS are
updated as required

Promptly responds to service technicians\' requests, both by radio and
telephone Represents the company professionally, honestly, and ethically
in all business matters and concerns

Contacts next customers to confirm appointments and page calls to the
assigned technicians

Identifies issues/problems/concerns regarding technician and support
center productivity based on continual communication and working with
technicians and the Support Center. Informs General Manager and/or
operations/office manager of issues/problems/concerns requiring their
attention and action.

Receives customer lead information from the technicians, the Support
Center, marketing efforts, and directly from the customer. Enters sales
appointment details into appropriate system(s) to document lead. Updates
sale appointment details in system(s) as necessary due to appointment
cancellations/rescheduling.

Prior to or after the sales call, may explain financing options and
gather customer information to complete fi