Customer Service Scheduler

Chatsworth, CA
Full Time
Mid Level
Position Overview: 
As a Customer Service/ Scheduler, you will have the opportunity to provide excellent customer service with first call resolution and product knowledge. This position requires the ability and desire to provide services by phone 100% of the time. Candidates should be comfortable problem-solving, with a very professional tone and caring demeanor, as well as ensuring top-notch customer satisfaction.  
 
Main Job Tasks and Responsibilities: 
Client Care: 
  • Professionally answer telephone incoming calls with a welcoming greeting and listen attentively to caller’s needs 
  • Accurately document client’s estimate/order number and the reason for calling in the CRM along with all relevant notes 
  • Ensure customer inquiries regarding product and logistics-related issues are handled in a timely and efficient manner 
  • Review installer reports and reconcile discrepancies daily as needed 
  • Accurately analyze and coordinate product-related solutions to meet customer’s project needs by conferring with supervisor to ensure any associated costs are properly charged 
  • Troubleshoot issues and provide solutions related to product and/or processes 
  • Prioritize inquiries based on level of urgency, identifying matters that require an immediate response 
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow-up to ensure resolution 
  • Proactively collaborate with other team members to identify and implement process improvement strategies and tactics 
  • Work well within a team, always seeking to find understanding and work through challenges 
  • Participate in quality assurance processes/programs/initiatives as requested 
  • Demonstrate effective and very professional handling of tough calls/ upset or difficult customers 
  • Review and troubleshoot sales orders 
  • Analyze quotes and measurements provided by Sales and Technicians for accuracy 
  • Deliver complete, informative and accurate estimates as requested by the Commercial and Residential sales teams 
  • Communicate with internal departments to clarify project scope and job details to ensure proper delivery of quoted project 
  • Master product specifications and applications, quoting, order processing, installation process and related field issues 
Scheduling: 
  • Contact clients to efficiently schedule installation appointments 
  • Schedule appointments for field installers to minimize drive time and/or distance as needed, and suggest alternative routes when appropriate 
  • Follow up and interact with customers and installation teams 
  • Proficiently navigate a Windows-based & Web-based system to optimize current & future schedules 

Qualifications: 
  • High school diploma  
  • 3-5 years of customer support experience or experience as Client Service Representative 
  • Strong phone contact handling skills and active listening 
  • Customer Orientation and ability to adapt/respond to different types of characters 
  • Excellent written, verbal, interpersonal and communication skills 
  • Strong computer skills including MS Office applications (Outlook, Word, Excel and PowerPoint) 
  • Ability to multi-task, prioritize, and manage time effectively 
  • Strong work ethic and capacity to handle high work volume in a teamwork environment 
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