Customer Service Specialist

Job Description

Job Description

Position Responsibilities

Customer Service Excellence

Consistently demonstrate the highest level of professionalism and courtesy when interacting with customers, ensuring a positive and welcoming experience that reflects the company’s values.

Detail-Oriented Execution

Maintain a meticulous approach to all tasks, ensuring accuracy in documentation, data entry, and customer interactions to support operational efficiency and minimize errors.

Prompt Call Handling

Answer incoming calls by the second ring, projecting a friendly and professional tone. Ensure all inquiries are addressed promptly and appropriately.

Efficient Call Routing

Accurately direct callers to the appropriate department or team member based on their needs, ensuring minimal wait times and optimal customer satisfaction.

Sales Opportunity Creation

Proactively identify and document potential sales leads during customer interactions. Enter opportunities into the CRM system to support the sales team in follow-up and conversion efforts.

Service Order Management

Generate and manage service orders in coordination with the Service Manager, ensuring timely and accurate processing of customer service requests.

Point-of-Sale Transactions

Conduct over-the-counter sales transactions, including processing payments and issuing receipts. Maintain a secure and organized cash handling process.

Petty Cash Administration

Accept, track, and reconcile petty cash transactions in accordance with company policies and financial controls.

Accounts Payable Support

Assist with accounts payable tasks, including invoice verification, data entry, and communication with vendors to ensure timely payments.

Collections Assistance

Support the collections process by following up on outstanding accounts, maintaining accurate records, and communicating professionally with customers regarding payment status.

Additional Duties

Perform other administrative or operational tasks as assigned to support the team and ensure smooth business operations.

Position Requirements

Professional Experience

Demonstrated success in a similar role, with a proven track record of reliability, initiative, and customer service excellence.

Confidentiality

Ability to handle sensitive information with discretion and maintain strict confidentiality in all aspects of the role.

Communication Skills

Exceptional written and verbal communication skills, with the ability to interact effectively with customers, team members, and management.

Physical Requirements

Must be able to lift up to 20 pounds and remain seated for extended periods of time as required by the role.

Pre-Employment Screening

Must successfully pass a drug screening and background check prior to employment.

Core Values

Humble

Demonstrates humility by valuing the contributions of others, sharing credit, and prioritizing team success over individual recognition. Maintains a grounded and respectful demeanor in all interactions.

Hungry

Exhibits a strong work ethic and a proactive attitude. Continuously seeks opportunities to learn, grow, and take on new responsibilities without needing external motivation.

Smart

Possesses strong interpersonal intelligence and situational awareness. Understands group dynamics and communicates in a thoughtful, effective manner that fosters collaboration and trust.