Summary/objective
On-site coordinate material installations between customers and Installers.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Provide excellent customer service while communicating with customers over the phone and in writing.
- Act as a liaison between multiple parties to bring an installation to completion.
- Collaborate with installers, estimators, and other company personnel to create a positive experience for customers.
- Review customer contracts for accuracy.
- Schedule installations with customers and assign installers to perform installation.
- Maintain installer calendars through the system.
- Prepare necessary paperwork.
- Keep detailed notes from the beginning to the end of installation.
- Transfer materials from location to location as needed for installations.
- Review assigned materials prior to providing pick tickets to ensure inventory is assigned as needed.
- Follow up with Purchasing where applicable when waiting on material to arrive for scheduled install date.
- Confirm install completion with installers, adjust JSTAT’s to ensure Accounting collects the balance due from customers.
- Handle customer concerns, repairs, and claims as necessary.
Competencies
- Analytical Thinking - Applies logic to solve problems and get the job done
- Client Service - Responds to the clients and anticipate their needs
- Conflict Resolution - Works to resolve differences and maintain work relationships
- Decision Making - Makes decisions and takes responsibility for them
- Ethics - Fosters a diverse and respectful workplace
- Even Temperament - Controls emotions without retaliating against negative behavior
- Excellent Communication - Uses language effectively to gather information and facilitate an exchange of ideas
- Flexibility - Adapts to changes while remaining focused on goals, applies knowledge to new circumstances
- Initiative - Remains proactive when suggesting improvements and solving problems
- Interpersonal Relations - Exhibits respect and understanding of others to maintain professional relationships
- Persuasive Communication - Displays verbal and written communication that influences others
- Problem Solving - Solves problems while ensuring rules and directives are followed
- Project Management - Brings together every component of a project, including resources or planning, that are needed to complete it in a timely manner
Supervisory responsibilities: None
Work environment: Office environment, temperature controlled
Work Location: 736 S Mariposa Rd, Suite F, CA / onsite, no remote work
Physical demands: Repetitive movement of hands and fingers
Typing and/or writing, talk and hear
Travel required: None
Required education and experience:
- High School Diploma, GED, or equivalent
- Customer Service Experience
- Experience in scheduling or event planning
- Google Suite or Microsoft Office
- Computer literate
- Able to work independently
- Natural problem solver
Preferred education and experience