Client Support Representative

The Client Support Representative works under the Operations Manager to help coordinate, monitor, and improve the daily functions of multiple departments. The Client Support Representative will work with the team to create schedules, confirm appointments, procure material, and oversee project timelines in order to ensure the department goals are met.

Job Functions

• Process inbound residential estimation appointment requests.
• Answer incoming calls and text messages.
• Manage accounts receivable and accounts payable for multiple departments.
• Manage documentation, materials, status monitoring, billing, and invoicing.
• Manages and processes material and equipment ordering.
• Assists in project scheduling.
• Creates and dispatches daily work orders.
• Assists with the county permitting process and scheduling the final inspections.
• Assists with inbound client inquiries to identify and define requirements, scope, and objectives
• Act as the point of contact and communicate effectively with customers to identify scope of work and schedule appointments for the estimator.
• Maintain and enhance ongoing relationships with customers.
• Assists with daily communications.
• Any additional duties/responsibilities deemed necessary

Essential Values Required

Winning Together

• Provides support and assistance to all employees in the Residential Department.
• Creates a winning together culture: Practicing employee involvement, communication, team problem identification, team problem solving, and implementation of team-based solutions throughout the duration of the shift.

Deliver on Commitments / Customer Focus

• Assists with the monitoring of departmental processes throughout the duration of the shift.
• Reviews team plans for the day and assists to ensure that objectives are achieved.
• If required, acts as a liaison for team members to make sure there is timely and proper communication and ensures that the necessary support is provided in a timely manner to assist the team in solving problems and removing barriers throughout the course of the project.

Passion for Excellence

• Supports team problem solving to establish plans of action to correct and eliminate system deficiencies throughout the duration of the shift

Job Qualifications

• Excellent Customer Service skills.
• Punctual and dependable for scheduled work hours.
• A/R & A/P experience.
• High school Diploma or equivalent required.
• Strong interpersonal skills and the ability to relate with a variety of personality types.
• Good organizational and time management skills to handle multiple issues.
• Attention to detail and completing work to a deadline.
• Able to participate in customer relation issues and find solutions to solve customer disputes.
• Understands the necessity of maximizing the productivity of the construction and technical workforce.
• Understand the importance of handling sensitive and confidential information and documents.
• Exceptional verbal and written communication abilities.
• Proven capability to quickly learn and implement new software and technology tools.