Job Details

ID #52540817
Estado Colorado
Ciudad Denver
Full-time
Salario USD TBD TBD
Fuente Colorado
Showed 2024-09-19
Fecha 2024-09-19
Fecha tope 2024-11-18
Categoría Venta
Crear un currículum vítae
Aplica ya

Client Care and Sales Coordinator for Deck and Outdoor Design

Colorado, Denver, 80221 Denver USA
Aplica ya

Our client in Golden, CO. is seeking a Client Care Coordinator to join their team. The primary function of the Client Care Coordinator is to provide superior customer service to potential and current clients, to gather complete and correct information for new leads and jobs, and to provide administrative support to the Deck Specialists. This is a M-F in-office position.

Job Responsibilities:

Provide superior customer service to potential and current clients by phone, via email, and in person

Answer incoming telephone calls on the second ring and direct callers appropriately

Gather complete and correct information for all new incoming leads and jobs

Complete all required data entry fields in company database

Create electronic customer files following company file naming conventions

Request and receive photos from customers and file them appropriately

Prepare complete lead and job packets for distribution to Deck Specialists

Distribute, track, and manage leads and jobs for all Deck Specialists

Distribute leads to appropriate Deck Specialist based on area and type of project

Update lost lead status appropriately for follow up marketing

Convert leads to customers when appropriate

Update job stages as projects progress through the pipeline

Monitor jobs board & update company database as tags move from one stage to the next

Utilize Open Jobs Tracker to monitor progress of leads and jobs for Deck Specialists

Run weekly Leads by Status & Customer Leads by Status reports and reconcile with Open Jobs Tracker

Distribute individual lists to Deck Specialists periodically for reconciliation

Collect tags removed from jobs board, update company database and Open Jobs Tracker accordingly, clean tags for re-use

Understand the DeckTec filing system in order to retrieve and replace customer files as needed

Pull customer file for all repair, warranty, or new production projects for repeat clients

Maintain filing system for cold and/or dead leads to be reviewed at the end of each year

File customer documents appropriately on a weekly/monthly basis to ensure minimal paper build up

Manage the Owner’s schedule and calendars

Call leads and customer leads assigned to the Owner to schedule appointments

Add appointment to Google Calendar and the Owner’s manual/paper calendars

Place follow up calls and emails to Owner’s leads and customer leads as directed

Assist the Deck Service and Repair & Restoration teams with tasks such as:

Drafting proposals

Running reports through the CRM

Preparing, sending, and following up on invoices

Collecting payments by phone

Various other administrative tasks as assigned

Minimum Requirements:

Full-time, Monday - Friday. This is an in office position.

2-5 years of client or customer care experience

Outdoor Living, Repair & Remodeling, and Landscape Design industry experience a plus

Excellent sales & customer service skills - in person, by phone, and by email

Professional customer care follow-up processes

Confident, excited, and passionate about the industry and customer care.

Ability to prioritize and work independently

Comfortable working on computers - Email, Microsoft Word & Excel, Google Doc/Sheets, Google Calendar, etc.

Zoho or equivalent CRM experience.

Benefits & Perks:

Weekly Paychecks

Unlimited Paid Time Off

Health, Vision, and Dental Insurance

401k Matching

Newly Renovated & Welcoming Office in Beautiful Golden, Colorado

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