What You'll Be DoingAnswer incoming customer calls with a friendly and professional approachHelp customers with questions regarding HVAC service, maintenance, and appointmentsFollow up with customers regarding maintenance plan opportunities and renewalsEducate customers on the value and benefits of preventative maintenanceFollow up on maintenance plan leads and help convert opportunities into membershipsMake outbound follow-up calls to existing and prospective customersAssist customers with scheduling service and maintenance appointmentsFollow up after service visits to ensure customers are satisfiedRespond to customer questions and help resolve concernsMaintain accurate customer information and communication notesUpdate customer records and account information within company systemsAssist with incoming email and other customer communicationsIdentify additional opportunities to help customers with their HVAC needsWork with the service team when customers need additional assistanceProvide general administrative and office support as neededThe original role emphasizes being a central point of contact, maintaining accurate customer records, communicating updates, and coordinating customer service needs. We're looking for someone with:Previous customer service or call-center experienceExcellent phone presence and communication skillsConfidence making both inbound and outbound customer callsAbility to follow up consistently on customer opportunitiesComfortable discussing maintenance plans and asking customers for the saleStrong organizational and data-entry skillsAbility to handle customer concerns professionallyGood problem-solving and follow-throughAbility to manage multiple customer conversations and prioritiesExperience using Microsoft Word, Excel, and OutlookExperience with multi-line phone systemsBasic bookkeeping knowledge is helpfulHVAC or home-services experience is preferredServiceTitan experience is preferredIf you're organized, enjoy working with customers, and want to be part of a team where communication and customer service matter, we'd like to hear from you.