What are the responsibilities and job description for the HVAC Membership Coordinator position at Casteel Air?
Membership Coordinator
Location: Casteel
Job Type: Full-time
About Us:
Casteel is a leading provider of HVAC, Plumbing, and Electrical services, dedicated to delivering top-tier customer care and reliable home service solutions. We take pride in our commitment to excellence and are looking for a Membership Coordinator to help manage and grow our preventative maintenance membership program.
Position Summary:
As a Membership Coordinator, you will play a crucial role in managing customer memberships, ensuring timely renewals, accurate billing, and seamless scheduling of preventative maintenance services. You'll be the primary point of contact for customer inquiries related to service contracts, helping to enhance customer satisfaction and retention.
Key Responsibilities:
Membership & Contract Management:
- Oversee customer memberships, track renewal dates, and proactively initiate renewals.
- Maintain accurate membership data within ServiceTitan (or applicable CRM).
- Ensure all contract services are delivered on time and in accordance with agreements.
Customer Service & Communication:
- Serve as the primary contact for membership-related inquiries, billing questions, and service scheduling.
- Proactively notify customers of upcoming maintenance visits and contract updates.
- Address customer concerns and escalate issues when necessary to ensure a positive experience.
Billing & Reporting:
- Generate and distribute invoices for membership services and track payments.
- Monitor billing accuracy and resolve discrepancies in a timely manner.
- Prepare reports on membership trends, service utilization, and contract performance.
Sales Support & Growth:
- Work closely with the sales and field teams to identify new membership opportunities.
- Promote the benefits of maintenance memberships to prospective customers.
- Assist in developing marketing materials and campaigns for contract services.
What We're Looking For:
- Customer-focused mindset with excellent communication skills.
- Strong organizational and time management skills-ability to handle multiple tasks efficiently.
- Attention to detail and proficiency in data management and CRM software (experience with ServiceTitan a plus).
- Basic understanding of HVAC, Plumbing, or Electrical systems and preventative maintenance.
- Ability to work independently while also collaborating with teams across the company.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A supportive and team-oriented work environment.
- Employee discounts on services.
Ready to take the next step in your career? Apply today and help us grow our membership program while delivering exceptional customer service!
Salary : $24 - $26
