The Customer Services Representative is responsible for preparing contracts and building strong customer relationships, serving as the primary liaison between the company and clients.
They handle daily customer interactions via phone and email, manage CRM entries, and coordinate bid documents and contracts.
Additional duties include follow-up communications, processing paperwork, updating scheduling and billing info, and supporting special projects.
They collaborate with sales, operations, and accounting teams to optimize sales, retention, and lead management.
The role involves upselling services, participating in industry events, and maintaining positive relationships with clients and colleagues.
Qualifications include a high school diploma (AA preferred), strong customer service and communication skills, proficiency in Microsoft Office, CRM experience, and problem-solving abilities.
Core competencies encompass relationship building, professionalism, attention to detail, results orientation, time management, and a customer-focused attitude.