Customer Service Representative: HVAC Sales Rep Firm

Provide general assistance to Sales Department staff and their assigned Clients

• Obtain complete Job Information forms for all new projects.
• Update Projects with all Customer Change Orders and Vendor Acknowledgements.
• Research PO's that have not been Acknowledged by Vendor
• Verify orders past Acknowledged ship dates.
• Troubleshoot any problems associated with Purchase Orders (Acknowledgement, Dates, Pricing, Deliveries, etc.)
• Responsible for maintaining the accuracy of Draw Reports and sending them out monthly to Project Managers.
• Responsible for the maintaining the accuracy of the Job Detail Reports and sending out weekly to Project Managers for on-going jobs in Project Control according to preset schedule.
• Prepare reports and attend Project Management meetings.
• Process and follow-up on RMA/RGA with Customer and Manufacturer
• Process and follow-up on freight claims.
• Help manage client relationships by being a point of contact with Sales personnel who are not available to take phone calls

Other Responsibilities

• Answer phone when needed
• Assist and or coordinate customer training seminars, breakfasts, lunches, etc., if requested by Sales staff
• Participate in sales meetings and activities
• Provide additional duties as required

Qualifications

• Ability and willingness to represent Mechanical Reps in the most positive manner with clients, suppliers and the community we serve
• Ability to work effectively with co-workers and other customers; learn and use operating practices of the company
• Ability to communicate effectively orally and in writing
• Cooperate as a team member with all departments
• Ability to provide service in a courteous, prompt and efficient manner
• Assume responsibility, deal effectively with problems, and exercise independent judgment when making decisions
• Possess good organizational skills
• Ability to develop and use empathetic listening skills, communicate with clarity and maintain an attitude with conveys respect, assistance, honesty and resourcefulness
• Ability to manage confidential client and employment information with tact and discretion

EDUCATION & EXPERIENCE

• High school or GED required
• 2-4 years of customer service experience