Job Posting: Scheduling Coordinator & Operations Assistant
Job Responsibilities include:
Front End/Inbound
- Inbound calls – document demographics, qualify (need, location, issues)
- Schedule and assign appointments w/ clear details/instructions for rep
- Rescheduling – canceled appts, rep unavailable, weather, customer issues, etc.
- Appointment confirmation calls (email and/or text as necessary)
- Optimizing appt “routes,” adjusting for distance, clustering, project size/need, rep performance
- Escalation- unusual/complicated requests, new build, location, etc.
- eLeads (website form fills) – outbound calling and scheduling
- Inbound Customer Care – collecting issues, complaints, Q&A, etc. (backup)
- Resets – Outbound calls to get canceled appointments back on the calendar (urgent!)
- Old/Unknown/No Result – old appts without a result to see what happened, do we need to reschedule, already had work done, waiting on proposal, etc
- Follow-up with Sales Reps on “unresulted” sales appointments
Administrative
- Invoicing
- Vendor invoices and credits- attaching to CRM, generate Project Costs, troubleshoot/escalate discrepancies
- Reconciling multiple/split invoices and credits in CRM
- Proactively solicit late invoices and clarify incorrect invoices from vendors
- Notify Production Mgr of invoices w/ mistakes, confusing, duplicates, etc.
- Material Transfers
- Misc administrative projects – as needed
- Type up Sales Agenda for Monday Meeting
- Other duties to fulfill the position as needed
Salary: $40,000 – $50,000/year
Qualifications
- Customer service: 2 years (Preferred)
- English (Required)
- US work authorization (Required)
Benefits
- 401(k)
- Dental Insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule: Monday to Friday
Job Type: Full-time
How to Apply: please fill out the form below