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Customer Service Representative – B2B Experience – HVAC a Plus!

All, Finance, Software/SaaS

Fort Lauderdale, FL

Location: Fort Lauderdale, FL | Schedule: Full-time, on-site

Overview

Our client is a well-established, sizable company backed by a large national parent organization, known for a strong workplace culture and a newly renovated, modern office environment. They are seeking a Customer Service Representative to serve as a key point of contact across their service, dispatch, and sales departments, playing an important role in ensuring smooth day-to-day operations and excellent customer experiences.

What you'll do

  • Serve as the primary point of contact for customers, technicians, sales representatives, and service managers
  • Answer multi-line phones and manage a heavy volume of calls in a pleasant, professional manner
  • Coordinate scheduling and dispatch service technicians to customer locations for service calls, maintenance, and critical environment work
  • Provide technicians with all necessary job-related information and documentation
  • Review open work orders and assist with managing the dispatch board
  • Maintain accurate databases and foster strong customer relationships
  • Assist in verifying the accuracy of invoices and work closely with billing to ensure correct customer invoicing
  • Confirm technicians' daily time and ensure service tickets and log sheets are properly attached to work orders
  • Communicate status updates with management, sales, purchasing, customers, and dispatchers
  • Ensure warranty work is submitted to vendors within appropriate timeframes
  • Develop and deploy new critical environment, maintenance, and dispatch projects alongside service project managers
  • Exercise discretion and independent judgment in planning, scheduling, and coordinating operational resources and labor hours
  • Meet with purchasing and service managers as needed to ensure work schedules are met on time
  • Build cross-functional relationships across critical environments, maintenance, service, sales, and purchasing functions
  • Maintain a professional demeanor with both customers and coworkers
  • Perform other related duties as required

Required qualifications

  • Ability to work in a team-oriented atmosphere
  • Ability to handle a fast-paced environment
  • Exceptional customer service skills, including the ability to handle a heavy volume of calls
  • Strong time-management and attention to detail
  • Proficiency with Microsoft Suite and ERP systems
  • Strong verbal and written communication skills

Why this role

This is an opportunity to join a company with one of the strongest workplace cultures in the region, working in a brand-new, modern office as part of a collaborative, cross-functional team.

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