Customer Experience Coordinator/CSR

Responsibilities

• You’ll handle incoming calls, make warm follow-up and cold outreach calls, help customers find the right solutions, and keep information and next steps organized.
• What you’ll do Answer incoming calls promptly and provide friendly, professional help.
• Make warm follow-up calls and cold outreach calls to customers and prospective customers.
• Ask questions to identify customer needs, explain relevant services, and offer appropriate solutions or upgrades.
• Follow up on inquiries, estimates, open questions, and sales opportunities.
• Troubleshoot customer concerns, resolve issues within your role, and coordinate help when needed.
• Assist with scheduling and communicate changes to customers and team members.
• Manage customer and project information in company software, including notes, documents, tasks, status updates, and next steps.
• Track active work, follow up on outstanding items, and flag delays or missing information.
• Keep office records and daily processes accurate and organized.
• Coordinate communication between customers, office staff, managers, and field teams.

Requirements

• Confidence recommending services, identifying opportunities to upsell, and asking for the sale.
• Experience using software to manage customers, jobs, projects, or workflows.
• Clear written communication and sound judgment about when to resolve an issue or involve someone else.
• Dependability and a willingness to take ownership of the work.
• Experience in customer service, sales, scheduling, office coordination, dispatch, project coordination, or a service business is preferred.

What we offer

Competitive pay based on experience Paid time off and paid holidays Opportunities for professional growth and advancement Cross-training and exposure to multiple businesses and industries A supportive workplace with local ownership Our core values Service Minded We put customers first, anticipate needs, and strive to exceed expectations in every interaction. Confident Humility We take initiative while remaining willing to listen, learn, and improve. Unstoppable Grit We work hard, persevere through challenges, and find solutions while maintaining a commitment to quality. Excellence Together We support one another and hold ourselves accountable to high standards.