Customer Service Representative
1 month ago
Under direction, responsible for providing exceptional customer service to external and internal customers by working closely with customers and D&R project estimators to gather all necessary information needed to prepare professional estimates, with customers and D&R credit/subcontracts to gather and process payment information, and with D&R dispatch to coordinate and schedule upcoming projects.
Requirements
Knowledge, Skills, and Abilities
Must possess expert communication and listening skills and be able to communicate in a clear and friendly manner. Must have strong computer skills: Microsoft Office and Adobe Acrobat with a working knowledge of Customer Resource Management (CRM) databases preferred. Must be highly motivated and able to prioritize and complete multiple tasks within established deadlines. Must demonstrate strong focus skills, effective documentation, and teamwork. Excellent oral and written communications and human relations skills required.
Education, Training, and Experience
High School diploma or equivalent, with at least two years customer service experience. Must be able to communicate effectively orally and in writing with customers and vendors. Experience in the equipment industry preferred. Other combinations of applicable education, training, and experience, which provide the knowledge, abilities, and skills necessary to perform in the position may be considered.
Examples of Duties and Responsibilities
•Conduct s all business in a professional, respectful manner and in accordance with Digging & Rigging Inc.'s policies and procedures as outlined in the Compact of Respect .
•Take incoming calls from project estimators and/or customers to gather all the information needed to prepare a quote and complete the project.
•Assist customers in person, over the phone, and on the computer with processing estimates and orders.
•Assist with internal sales on select projects by gathering project details and creating quotations.
•Create and update new leads and opportunities within the established database.
•Assist the estimating team with the preparation of customer quotations.
•Proofread and edit estimates prior to sending them to customers.
•Communicate with project estimators, credit/subcontracts, and dispatch throughout the day to prioritize projects and relay information.
•Coordinate with credit and subcontracts to ensure all payment information has been gathered and processed prior to releasing equipment for scheduled work.
•Consult with lift planners to verify project requirements.
•Communicate accurate project information to the dispatchers, operators, and customers as needed.
•Coordinate with customers to confirm equipment and labor requirements prior to adding jobs to the schedule.
•Confirm equipment requirements and availability with estimators and dispatch prior to committing to requested project schedules.
•Perform s related assignments as required.
Special Requirements
•Position operates computer terminal for prolonged periods.
•Must be willing to accept change and adapt to evolving circumstances and job responsibilities.
•Must be reliable, punctual, and able to function at a high level as part of a team.
•Must be able to pass a background check and drug test.
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