Lead Customer Service Representative

About the Role: As a Lead Customer Service Representative , you will be the face and voice of our company, providing outstanding customer service and ensuring a positive experience for our residential clients. You will play a critical role in managing customer inquiries, scheduling service appointments, and providing support to our technicians and service teams. Your excellent communication skills, problem-solving abilities, and dedication to customer satisfaction will contribute to our continued success and growth.

Why You’ll Want to Work Here:

• Core values that we live every day – not just words on a page: We Win Together, Today Not Tomorrow, Performance Not Politics
• Performance pay directly tied to results – You deliver for us, we deliver for you
• Benefits you will use – Full medical, dental, and vision packages including fully employer paid options
• Secure your financial future – 401(k) with company match
• We invest in your future – ongoing training that directly results into bigger career opportunities combined with continuous education stipends
• Speed and scale – Work with a company that operates at the speed of a start up with the investment backing of an institutional investor

Lead Customer Service Representative Key Responsibilities:

• Answer incoming customer calls and inquiries in a friendly, professional, and timely manner, providing exceptional customer service at all times.

• Listen attentively to customer concerns, questions, and service requests, demonstrating empathy and a strong desire to resolve issues promptly.
• Schedule service and new sales appointments with the goal of keeping the call board full for technicians and Comfort Advisors.
• May also dispatch technicians based on availability and customer preferences with the goal of prioritizing high value opportunities and efficient technician routing.
• Provide accurate and detailed information to customers regarding service offerings, pricing, appointment details, and any additional inquiries.
• Maintain accurate and organized customer records, documenting interactions, service requests, and any special instructions.
• Assist customers with troubleshooting minor issues over the phone, providing guidance and support before dispatching a technician if necessary.
• Collaborate closely with service technicians, providing them with necessary job details, customer information, and any updates or changes.
• Follow up with customers after service appointments to ensure satisfaction, address any further concerns, and obtain feedback.
• Handle customer complaints or escalations with professionalism and a commitment to finding effective resolutions.
• Stay updated on company services, policies, and procedures to provide accurate information and address customer inquiries effectively.
• Assist in administrative tasks such as data entry, invoicing, and generating service reports as required.
• Collaborate with other team members and departments to ensure seamless service delivery and a positive customer experience.

Lead Customer Service Representative Qualifications:

• Previous experience in customer service, preferably in a service-oriented industry.

• Excellent communication skills, both verbal and written, with a friendly and professional demeanor.
• Strong problem-solving skills and the ability to think quickly on your feet.
• Outstanding organizational and multitasking abilities to handle a high volume of customer inquiries and service requests.
• Proficient computer skills, including experience with customer service software, CRM systems, and Microsoft Office Suite.
• Familiarity with HVAC, plumbing, or electrical terminology and concepts is an asset.
• Ability to remain calm and composed in high-pressure situations, demonstrating empathy and effective conflict resolution skills.
• Positive attitude, strong work ethic, and a genuine passion for delivering exceptional customer service.
• Ability to work collaboratively within a team environment, supporting a positive and supportive work culture.
• High school diploma or equivalent.

Lead Customer Service Representative Interpersonal Qualifications:

• Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships.
• Exceptional problem-solving and conflict resolution abilities to improve things both big and small.
• Highly organized, ability to act quickly while still having attention to detail.
• Hold yourself to a higher standard and exhibit a high level of integrity.

About Us:

One Source Heating, Cooling, Plumbing & Electrical has proudly served the Birmingham, AL community since 1996. As a locally owned and operated company, we’re built on values of honesty, loyalty, and integrity—delivering trusted service that puts your comfort first. From air conditioning and heating to plumbing and electrical solutions, our mission is to keep your home safe, efficient, and comfortable all year long. 

What sets us apart? We combine high-quality products, NATE- and EPA-certified technicians, and genuine factory parts to ensure every job is done right the first time. As an authorized American Standard dealer, we’re held to the highest industry standards—and we back all our work with an iron-clad guarantee, including 10-year warranties on new parts and a 1-year guarantee on repairs. 

At One Source, we never use subcontractors, and we provide free estimates, upfront pricing, and rapid emergency response. Whether you're dealing with a system breakdown or planning an upgrade, our dedicated team is here to deliver reliable service and lasting results. Experience the Total Comfort Commitment with the team that Birmingham has trusted for nearly 30 years. 

One Source Heating, Cooling, Plumbing & Electrical is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.