Office Manager: Customer Service Expert

Summary

• Responsible for supporting the company's sales goals through good customer service.
• Responsible for maintaining quality relations with existing accounts.
• Responsible for providing sales coverage by performing the following duties.

Duties and Responsibilities

• Process all sold folders in Dropbox daily.
• Create job packets and leave in appropriate area.
• Write sold job information on boards in conference room.
• Process credit applications for salesmen.
• Call homeowner to schedule roofs.
• Send roof orders to Distributor.
• Make AR calls.
• Enter completed repair job pictures in CRM.
• Answer all calls - make sure all calls get answered even if having to put someone on hold is needed.
  • Greet all incoming customers.
  • Call all Contractor Nation and Home Advisor leads - if unable to reach by phone and email is given, send short email.
  • Process route sheets daily, including task information from prior day and reschedule any appointments listed to be rescheduled on route sheets.
  • Process open proposals in CRM.
  • Get mail and apply any payments from checks received.
  • Make deposits.
  • Order EagleViews for next day's sales appointments.
  • Do courtesy reminder calls for appointments - mark customers on route sheet with a check mark if you spoke with them and a "LM" if you had to leave a message.
  • Share in housekeeping duties.
  • Assist new employees with completing onboarding paperwork.
  • Set up appointments for DOT and drug testing of employees.

Skills

• Oral Communication Skills
• Written Communication Skills
• Reading Skills
• Computer Literacy
• Keyboard Skills
• Customer Relations
• Customer Service
• Diplomacy
• Filing
• Math Aptitude
• Organization
• Project Management
• Time Management
• Technical Communication
• Negotiations
• Planning
• Professionalism

Education and Experience

• High School Diploma or Equivalent
• Prior customer service experience helpful