CSR - Customer Service Representative

Position Summary:

The HVAC Customer Service Representative (CSR) plays a vital role in ensuring a seamless customer experience by handling inquiries, scheduling, billing, and administrative tasks. The CSR also supports senior management and is expected to be highly tech-savvy, using digital tools to improve workflow efficiency. This role is perfect for someone who thrives in a fast-paced environment, loves working with people, and is eager to jump in wherever needed.

Key Responsibilities:

-Answer inbound calls and respond to customer inquiries in a professional and courteous manner.

-Schedule HVAC service appointments and maintain accurate, detailed customer records in the CRM system.

-Make outbound calls to follow up on:

o Open service repair quotes

o Sales estimates and upgrade opportunities

o Preventative maintenance contract renewals or proposals

-Help identify and troubleshoot minor tech issues internally (training provided)

-Maintain and organize digital records of customer interactions, job status, and follow-ups.

-Provide administrative support to senior management, including:

o Preparing reports, presentations, and spreadsheets

o Supporting meetings with scheduling, documentation, and digital tools

o Assisting with company communications and internal projects

-Perform general office duties such as digital filing, data entry, and office organization

-Use and support various tech platforms, including CRM systems, scheduling tools, cloud-based apps, and communication platforms (e.g., Microsoft Teams, Podium).

-Help coordinate company events and employee engagement initiatives

o Sending out digital invitations and managing RSVPs

o Planning logistics and vendor coordination

Job Type: Full-time

Pay: $25.00 - $35.00 per hour

Expected hours: 40 per week

Benefits:

Education:

•

Associate (Required)

Experience:

Ability to Commute:

•

Monroe, CT (Required)

Work Location: In person