Customer Service Representative
Guardian Access Solutions, Orlando, FL, United States
The Customer Service Representative is responsible for ensuring high-quality customer interactions, setting customer service standards to exceed expectations and efficiently resolving customer concerns, and implementing strategies to improve overall customer experience and satisfaction. This role will assist with service delivery and administration and act as a central information source essentially acting as the bridge between the customer service team and other departments within the organization. This is an on-site, in-person, in office position.
Essential Job Functions
Always represent a strong professional image to internal and external customers, vendors, and employees
Acts as our customers’ best service provider at all times thereby ensuring Guardian Access is the customer's first choice for service
Serve as primary resource and contact for customer, ensuring timely and effective resolution while offering solutions that balance the customer’s needs with the company’s capabilities
Update service ticket status and projects with customers on a regular basis for any on-going issues; assist with service ticket and project closeout documentation
Monitor and evaluate customer interactions to ensure adherence to company standards and customer service best practices
Administer service ticket setup in financial system, Field Service management application ensuring client information is setup with any changes identified to keep the system information current
Provides Service Quotes to customers with the assistance of the Service Supervisor or Service Manager
Prepare Purchase Orders for service ticket materials and coordinate orders with purchasing department; enters Purchase Orders into Sage for tracking and sends to vendors following up on any outstanding Purchase Orders
Prepare service ticket invoices daily and work with the Service Manager and Accounts Receivable team with analysis and tracking of client invoices
Schedule and follow up on all monthly maintenance customer accounts
Meet Customer Service KPIs and metrics, including installation and service district targets
Track key customer service metrics like customer satisfaction, call resolution time, and call volume to identify areas for improvement
Establish and maintain daily process for resolving customer invoicing, billing, and quote inquiries
Improve customer service experience, create engaged customers, and facilitate organic growth
Develop and prepare regular and ad hoc reports, metrics, and special project requests
Work with Warehouse and Service Supervisor for active tracking of material orders, delivery dates, and reconciliation of service stock material in the warehouse
Collaborate with other departments like sales, marketing, and product development to ensure seamless customer experience
Work with multiple Project Managers to ensure project delivery meets clients’ expectations and the project is completed on time and within budget
Administer project setup in Sage 100, Sage project management application and Slack channel to ensure accuracy of project data
Track project submittals from client approval through permit submission and internal tracking
Use the financial system to monitor budget, actual project cost and cost commitments
Provide administrative overflow support as needed
Regular and punctual attendance at work and provides appropriate scheduling flexibility
Adherence to safety guidelines and policies
Other job-related duties as assigned
Qualifications
Four years of experience in Customer Service with a focus on operations and service industries
Experience in managing customer service team and enforcing call quota metrics
Proficiency with ERP, CSM, and service dispatching software including Sage 100 Contractor
Strong leadership and team management abilities including ability to quickly resolve problems without disruption in service provided to customers
Proficiency in documenting processes, creating SOPs, and keeping up with industry trends
Excellent interpersonal communication skills including verbal, written, and presentation skills
Demonstrates a high level of organization and reliability, ensuring tasks are completed accurately and prior to deadlines
Exhibits strong multi-step thinking abilities, effectively analyzing, and solving complex problems
Manages time efficiently, prioritizing tasks to meet deadlines and maintain productivity
Customer-centric approach with a focus on delivering exceptional service
Maintains a service-oriented approach, consistently delivering high-quality support to internal and external customers
Possesses strong communication skills, facilitating clear and effective exchanges of information
Upholds discretion and confidentiality, handling sensitive information with the utmost care
Works effectively as part of a team, contributing to a collaborative and supportive work environment
As a condition of employment, employer will conduct a background check and drug screen prior to hire
Valid Driver’s License with a clean driving record
Ability to understand, speak, and write English
High School Diploma or GED required
Guardian Access Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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Essential Job Functions
Always represent a strong professional image to internal and external customers, vendors, and employees
Acts as our customers’ best service provider at all times thereby ensuring Guardian Access is the customer's first choice for service
Serve as primary resource and contact for customer, ensuring timely and effective resolution while offering solutions that balance the customer’s needs with the company’s capabilities
Update service ticket status and projects with customers on a regular basis for any on-going issues; assist with service ticket and project closeout documentation
Monitor and evaluate customer interactions to ensure adherence to company standards and customer service best practices
Administer service ticket setup in financial system, Field Service management application ensuring client information is setup with any changes identified to keep the system information current
Provides Service Quotes to customers with the assistance of the Service Supervisor or Service Manager
Prepare Purchase Orders for service ticket materials and coordinate orders with purchasing department; enters Purchase Orders into Sage for tracking and sends to vendors following up on any outstanding Purchase Orders
Prepare service ticket invoices daily and work with the Service Manager and Accounts Receivable team with analysis and tracking of client invoices
Schedule and follow up on all monthly maintenance customer accounts
Meet Customer Service KPIs and metrics, including installation and service district targets
Track key customer service metrics like customer satisfaction, call resolution time, and call volume to identify areas for improvement
Establish and maintain daily process for resolving customer invoicing, billing, and quote inquiries
Improve customer service experience, create engaged customers, and facilitate organic growth
Develop and prepare regular and ad hoc reports, metrics, and special project requests
Work with Warehouse and Service Supervisor for active tracking of material orders, delivery dates, and reconciliation of service stock material in the warehouse
Collaborate with other departments like sales, marketing, and product development to ensure seamless customer experience
Work with multiple Project Managers to ensure project delivery meets clients’ expectations and the project is completed on time and within budget
Administer project setup in Sage 100, Sage project management application and Slack channel to ensure accuracy of project data
Track project submittals from client approval through permit submission and internal tracking
Use the financial system to monitor budget, actual project cost and cost commitments
Provide administrative overflow support as needed
Regular and punctual attendance at work and provides appropriate scheduling flexibility
Adherence to safety guidelines and policies
Other job-related duties as assigned
Qualifications
Four years of experience in Customer Service with a focus on operations and service industries
Experience in managing customer service team and enforcing call quota metrics
Proficiency with ERP, CSM, and service dispatching software including Sage 100 Contractor
Strong leadership and team management abilities including ability to quickly resolve problems without disruption in service provided to customers
Proficiency in documenting processes, creating SOPs, and keeping up with industry trends
Excellent interpersonal communication skills including verbal, written, and presentation skills
Demonstrates a high level of organization and reliability, ensuring tasks are completed accurately and prior to deadlines
Exhibits strong multi-step thinking abilities, effectively analyzing, and solving complex problems
Manages time efficiently, prioritizing tasks to meet deadlines and maintain productivity
Customer-centric approach with a focus on delivering exceptional service
Maintains a service-oriented approach, consistently delivering high-quality support to internal and external customers
Possesses strong communication skills, facilitating clear and effective exchanges of information
Upholds discretion and confidentiality, handling sensitive information with the utmost care
Works effectively as part of a team, contributing to a collaborative and supportive work environment
As a condition of employment, employer will conduct a background check and drug screen prior to hire
Valid Driver’s License with a clean driving record
Ability to understand, speak, and write English
High School Diploma or GED required
Guardian Access Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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