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Customer Experience Representative

2 months ago

Lake Charles, Louisiana, United States ReVision Energy Full time

About ReVision Energy

ReVision Energy is a leading provider of solar energy solutions, dedicated to helping individuals and businesses transition to sustainable energy sources. As a 100% employee-owned company, we prioritize creating an inclusive culture where employees from diverse backgrounds can thrive and support our mission.

Our Mission

We are committed to leading our community in solving the environmental problems caused by fossil fuels while alleviating economic and social injustice. Our team is passionate about delivering exceptional customer experiences and facilitating communication and project updates to clients throughout the installation process.

Job Summary

The Customer Experience Representative will serve as the primary customer contact, responsible for providing an excellent customer experience and facilitating communication and project updates to clients throughout the installation process. This role requires exceptional communication and organizational skills, with the ability to respond to customer needs and achieve results across functions and departments.

Key Responsibilities

  • Act as the primary customer contact through the installation process
  • Collaborate with Operations team and Sales team to track project statuses and specifics, sending regular updates throughout each customer's experience
  • Follow up on client needs to ensure they are met, and expectations exceeded
  • Review contracts, photos, and hand off materials from sales
  • Prepare and send customer contracts, change orders, and interconnection applications for system installation
  • Process financing documents for customers
  • Update job records in the CRM
  • Manage project invoicing and accounts receivables
  • Receive payments (credit card and check) and enter in QuickBooks
  • Assist in writing and sending referral payments
  • Provide assistance with additional administrative, office, and operations tasks as needed

Requirements

  • Passionate about responding to customer needs and creating a legendary customer experience
  • Exceptional written and verbal skills
  • Highly organized, with ability to prioritize, and execute tasks successfully in a fast-paced environment
  • Detail-oriented
  • Strong competence with computer applications, including Excel, Word, and web-based applications
  • Must have a valid driver's license and clean driving record
  • Excellent teamwork skills, ability to foster a positive team environment
  • Effectively coordinate and communicate with others (customers and co-workers)
  • Ability to succeed in a fast-paced, community environment
  • Efficiency, able to produce significant output with minimal waste
  • Teamwork, reaches out to peers and cooperates with supervisors to establish collaborative working relationships
  • High standards, expects personal performance to be nothing short of the best
  • Flexibility, adjusts quickly to changing priorities and conditions
  • Proactivity, acts without being told what to do

Working Conditions/Physical Demands

Regularly operates computer and phone