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Front Desk Receptionist and Customer Service Representative
Front Desk Receptionist and Customer Service RepresentativeWindow World of Southwest Florida • Fort Myers, FL, US
Front Desk Receptionist and Customer Service Representative

Front Desk Receptionist and Customer Service Representative

Window World of Southwest Florida • Fort Myers, FL, US
11 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Dental insurance
  • Health insurance
  • Paid time off

Benefits / Perks

  • Process / systems training.
  • Paid time off.
  • Paid Holidays.
  • Family culture.
  • Medical Insurance.
  • Dental Insurance.

    • Company Overview

  • Window World is the largest exterior remodeler in the United States and we are looking for highly motivated professionals to offer a best-in-class customer experience in support of our wide array of residential exterior remodeling products. Our energy-efficient products are backed by industry-leading warranties, and we offer exceptional attention to detail and customer care. Our mission is simple : to combine exceptional quality and workmanship with superior service at affordable prices.

    • Job Summary

  • Window World Front Desk Receptionist and Customer Service Representative will work with both current and potential customers in a variety of tasks. Day-to-day, this person will manage a high volume of inbound / outbound calls and work within a customer relations management tool (CRM) to schedule appointments and record customer data.

    • Key Responsibilities

    Client & Call Management

    Answer all incoming calls to the local office, identify client accounts, and route calls to the appropriate department or team member.

  • Greet showroom guests professionally and guide potential clients through available samples.
  • Confirm appointments and assist with lead setting to support sales efforts.
  • Sales Lead Setting

    • Proactively set and manage sales leads in coordination with design consultants.

  • Ensure accurate documentation and follow-up of all incoming leads.
  • Support lead conversion by scheduling appointments and maintaining lead tracking systems.
  • Sales & Contract Support

    • Upload property appraiser floor plans and relevant property information into the system.

  • Communicate effectively with design consultants to ensure smooth operations.
  • Review, prepare, and submit new contracts for netting.
  • Schedule PIS / re-measure appointments in 360 after contracts are netted.
  • Scan and record received documents from design consultants in the 360 system.
  • Sales Administration

    • Maintain and update the local office sales board.

  • Ring the sales bell for every new contract received in 360.
  • Send daily recap emails to the VP of Sales summarizing previous days sales, quotes, and leads.
  • Track and report sales data for weekly recap meetings.
  • Send daily emails to design consultants outlining completed installs, payments received, and happy clients for referral opportunities.
  • Payroll & Reporting

    • Review, prepare, and submit design consultant payroll accurately and on schedule.

  • Executive Support

    • Assist the VP of Sales with administrative tasks including :

    Drafting and distributing agendas for sales meetings.

  • Managing email communications with design consultants.
  • Coordinating manufacturer sample requests and follow-ups.
  • Supporting demo / no-sale rehash efforts and ongoing installation follow-ups for site visits.
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    Front Desk Receptionist • Fort Myers, FL, US