Customer Service Representative

3 weeks ago


Anaheim, United States Merge Opportunities Full time
Customer Service Representative

At Merge Opportunities, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our clients.

Responsibilities:
  • Review and audit projects in Buildertend/Resi for missing items such as change orders, field measurements, finance documents, and service contracts.
  • Conduct over-the-phone contract reviews with Sales Representatives at point of sale.
  • Accurately transfer contract information into accounting forms.
  • Keep a daily log of individual projects to ensure projects are expedited efficiently.
  • Schedule field measures and provide tentative installation dates via Salesforce (CRM).
  • Follow up with assigned clients to ensure timely installation of projects.
  • Promptly communicate with internal departments via Outlook.
  • Handle a high call volume of warranty calls and deliver exceptional customer service.

Qualifications:
  • One year of general office experience or one year experience in customer service (Preferred).
  • Excellent written and verbal communication skills.
  • High level of discretion, integrity, and trustworthiness to safeguard sensitive information.
  • Ability to multi-task and handle a high call volume.
  • Strong customer service orientation and positive approach in handling challenging issues.
  • Ability to de-escalate "hot" situations.
  • Teamplayer mentality, and ability to work well under pressure.
  • Comfortable using software systems such as Outlook, Salesforce, and Buildertrend (internal).
  • Bilingual is a plus.
  • Data entry skills is a plus.

What We Offer:
  • $17 an hour.
  • Paid on-site training.
  • 401(k) plan, Medical, dental, and vision insurance benefits.
  • Opportunity for growth and advancement.
  • Paid vacation and PTO.

Schedule:
  • Full-Time / Onsite.
  • Monday-Friday + Weekend Availability.


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