Sales and Service Coord Sr - Amherst, United States - Service Experts
Description
Position Title:Senior Sales and Service Coordinator
Reports To:
General Manager, Sales Manager, Operations Manager, or Office Manager
Status
:
Full-time, Regular position
Category
:
Admin/Sales Support
Pay:
$21-$26 per hour
(depending on experience)
Schedule:
Mon-Fri 10am-7pm
(4 hour shift every other Saturday)
Location Name
:
Sunbeam Service Experts Heating & Air
Location Address
:
6020 N. Bailey Ave. #5 Amherst, NY 14226
Overview:
The Senior Sales and Service Coordinator is responsible for monitoring the activities of multiple Sales and Service Coordinators.
Trains, mentors and coaches other Sales and Service Coordinators and ensures that work produced meets product/service standards and exceeds quality standards.
Responsible for supporting the Sales Team, Service Technicians, Maintenance Technicians, and Installers by maintaining accurate data in the appropriate systems, communicating with the customer regarding scheduled calls and follow-up visits.
Communicates with the customer to ensure customer is informed of scheduled appointments, to respond to inquiries, and to help to resolve issues and problems.
Efficiently plans and routes the most-appropriate technicians and Residential Sales Consultants. Work is performed, under general direction, in accordance with established processes and procedures in a fast-paced, constantly changing environment.Responsibilities:
Effectively and courteously communicates with customer in order to schedule service / maintenance / sales call while gathering information on the customer's current systems and needs as well as ensuring that the decision maker is present at the time of the call
Responsible for calling customers to remind them of the upcoming scheduled appointment, to keep the customer informed on any changes in technician/installer arrival time, and to schedule service/maintenance calls
Efficiently and effectively plans and routes technicians to service calls based on technician availability and skill sets, customer equipment and needs, geographical location, and latest information in the Capacity Planning System and on the Dispatch Board.
When applicable, schedules Residential Sales Consultant to meet with technician at the customer's home whose equipment is older for upgrade opportunity.
Ensures the capacity planner is maintained and proactively fills appointment gaps due to customer cancellations/rescheduling in order to maximize capacity planningEnsures Sales Dispatch Board and other related modules in STARS are updated as required
Promptly responds to service technicians' requests, both by radio and telephone
Represents the company professionally, honestly, and ethically in all business matters and concerns
Contacts next customers to confirm appointments and page calls to the assigned technicians
Identifies issues/problems/concerns regarding technician and support center productivity based on continual communication and working with technicians and the support center.
Receives customer lead information from the technicians, the Support Center, marketing efforts, and directly from the customer. Enters sales appointment details into appropriates system(s) to document lead. Updates sale appointment details in system(s) as necessary due to appointment cancellations/rescheduling.
Prior to or after the sales call, may explain financing options and gather customer information to complete financing forms or assist customer in completing financing forms.
Calls the customer to confirm to customer the arrival time of the Residential Sales Consultant. Enters appropriate scheduling information on the Sales Dispatch Board.
As needed, performs outbound calls to customers who were identified as a lead, but who did not schedule a sales call in order to attempt to schedule the sales call.
Creates the quote ticket (Q-Ticket) in STARS to document customer information for the Residential Sales Consultant prior to the sales call and to create the placeholder on the Sales Dispatch Board
Gathers information from the Residential Sales Consultant after the sales call presentation to document the sale details (or what was quoted if no sale) and enters pertinent details into the sales tracking system.
After installation, calls customer to schedule/confirm the Residential Sales Consultant follow-up referral visit.
After the follow-up visit by the Residential Sales Consultant, calls customer to obtain feedback on the follow-up call and to ensure any customer requests are handled appropriately and in a timely manner.
Assigns and coordinates technicians and Residential Sales Consultants to support activity modelPromote debrief form all RSC's and updating of lead information
When notified by the Support Center or the customer of a scheduling issue, missed appointment, or customer complaint on the sales appointment, documents the issues and communicates with appropriate co-workers or management to resolve the problem or issue.
Keeps the General Manager or Sales Manager abreast of issues, problems, and other pertinent information
Completes and distributes the Daily Sales report; reviews sales reports for errors/omissions and enters corrections in system(s); updates any lead errors; and checks Web Portal for messages
As requested/required, generates reports from systems.
As needed/required, tracks activities for center or region-specific contests/events and to distribute relevant information to Residential Sales Consultants, Sales Managers, and others.
Qualifications:
High school diploma or equivalent with 4 years' experience working in customer service or
other
customer-facing environment. Prior experience dispatching is desirable.
Experience or training the use of computers and related systems in an administrative office environment. Prior experience with an AS400 system desirable.
Highly skilled in multi-tasking and works effectively in fast-paced and constantly changing work environment. Must be comfortable switching rapidly between tasks with no loss in efficiency and effectiveness.
Excellent customer-service, communication, and interpersonal skills
Effective communication skills to communicate with customer and to resolve customer issues, complaints, or concerns
Ability to effectively communicate with co-workers and customers in a pleasant, business-like, and customer-focused manner. Ability to communicate with a diverse customer population.
Ability to work effectively in both a team and an independent environment
Ability to learn and to practice proper radio-communication techniques and to utilize pager systems
Knowledge of, or ability to learn, local geographical areas (streets, highways, cities, and towns)
Ability to make decisions based on established guidelines and procedures
Effective organizational and time-management skills. Must be able to prioritize work based on service demands.
An understanding and knowledge of the HVAC/Refrigeration Industry is an asset
The above statements are intended to describe the general nature and level of work being performed.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
What Do We Offer You as a Service Experts Employee?
Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs.
Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.
Competitive Pay, including incentive opportunities for many positionsPaid Time Off and Company Holiday Pay
Medical /Dental /Vision Insurance programs
401(k) Retirement Savings Plan with company matching contributions
Life Insurance, for you and options you can elect for your family
Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
Supplemental benefit programs such as:
Legal advice, pet insurance, health advocacy programs
World Class Training opportunities through our Experts University
Career Development opportunities
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