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Repair Proposal Specialist II

2 months ago

Houston, United States TDIndustries Full time
Repair Proposal Specialist II Job Locations US-TX-Houston Req Number 2024-9739 Category Service Type Regular Full-Time Job Summary

Generates quotes/proposals for customers from technician/service manager recommendations in alignment with our business guidelines. Manages and coordinates customer orders with dispatch/operations to ensure timely service and execution. Troubleshoots and resolves customer complaints.

Essential Duties
  • Delivers exceptional service while handling customer's approved quotes and requests.
  • Communicates effectively to provide prompt and responsive service to the customer's immediate and long-term Handles complex and escalated quotes and requests.
  • Gathers data/costs for generating proposals and enters that information into Dynamics 365.
  • Works cohesively with sales/operations when needed, to create accurate estimates and work scope.
  • Delivers proposal within business requirements and communicates proactively with customers through email, phone call, or portals to build and maintain customer relationships that generate additional revenue.
  • Manages and maintains unscheduled/incomplete quoted work orders to ensure timely execution through customer/work order requirements.
  • Maintains a current and accurate pipeline in accordance with business standards.
  • Ensures any existing costs are allocated accordingly based off existing work orders (time vested).
  • Continuously reviews current processes/procedures and makes suggestions to leadership in order to improve and strengthen the customer experience and increase overall
  • Other duties as assigned.
Minimum Requirements
  • 3-5 years with commercial mechanical services provider experience.
  • High School Diploma or GED.
  • Strong phone contact handling skills, and active listening.
  • Ability to multitask, prioritize, and manage time effectively.
  • Excellent communication and customer service skills.
  • MEP (Mechanical, Electrical & Plumbing) knowledge and experience preferred.
  • Work performed in a typical office environment.

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