Customer Service Representative

1 month ago

West Sacramento, California, United States CABS Heating & Air Conditioning Full time
Job Title: CSR - Outbound Sales Associate

We are seeking a highly motivated and customer-focused individual to join our team as a CSR - Outbound Sales Associate at CABS Heating & Air Conditioning.

Job Summary:

The successful candidate will be responsible for re-engaging with existing customers from our database to generate new business opportunities. Using Service Titan, this role focuses on maximizing the potential of our current client base through targeted outreach efforts.

Key Responsibilities:

  • Customer Service:
    • Prioritize calls according to customer and/or operational needs.
    • Maintain complete, accurate and updated information in the customer database.
    • Maintain the scripting required and provided by the company for quality and efficient interactions with the inbound client base.
  • Customer Database Re-engagement:
    • Use Service Titan to identify opportunities within our existing customer database for upselling or reintroducing our services.
    • Implement targeted outreach strategies to existing clients to promote new offerings, updates, or maintenance services.
  • Prospect Outreach:
    • Conduct outreach to potential leads from acquired lists, introducing our services and identifying opportunities for engagement.
    • Balance this outreach to maintain a focus on relationship-building rather than traditional cold calling.
  • Sales Coordination and Scheduling:
    • Schedule appointments, follow-up calls, and manage the sales pipeline through Service Titan.
    • Regularly update and maintain accurate sales activity records.
  • Building Customer Relationships:
    • Strengthen relationships with existing customers through follow-up communications and personalized service offerings.
    • Address customer inquiries and concerns, ensuring satisfaction and loyalty.
  • Product and Service Knowledge:
    • Stay informed about industry trends and CABS latest services and specials to effectively communicate benefits to both existing and potential customers.
  • Collaborative Efforts:
    • Coordinate with internal teams like customer service and technical support to ensure seamless service experiences for customers.

Requirements:

  • High school diploma OR equivalent
  • 2+ years of customer service experience
  • Exceptional communication and customer service skills
  • Basic computer skills
  • Ability to work extended hours, nights, and weekends
  • Ability to read a map and geographical knowledge of our service area

Preferred:

  • HVAC trade experience
  • Phone sales experience
  • Service Titan experience

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