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  • Customer Success - Scalesource

    Scalesource
    Scalesource

    hace 2 meses

    Descripción

    Job Title: Customer Success & Operations Coordinator

    Location: Remote (Work from Home)

    Schedule: 40 hrs per week

    About This Role


    We're seeking a highly organized and personable Customer Success & Operations Coordinator to serve as the operational backbone of our business. This multifaceted role combines customer service excellence with critical behind-the-scenes coordination—you'll be the friendly voice customers hear first, while also managing permits, scheduling utility locates, coordinating appointments, collecting payments, gathering reviews, and supporting our sales team with administrative tasks. The ideal candidate thrives in a dynamic environment, enjoys variety, and takes pride in keeping multiple priorities moving smoothly from initial customer contact through project completion.

    KEY RESPONSIBILITIES

    1. Customer Service & Phone Support

    2. Answer and direct incoming calls and emails

    3. Provide product and service information to potential and current customers.

    4. Schedule appointments and consultations for the sales team with attention to logistics and availability.

    5. Maintain a friendly, professional tone in all interactions.

    6. Collect final payments and follow up on past due balances

    7. Permit & Utilities Management

    8. Research, prepare, and submit permit applications based on municipal guidelines.

    9. Communicate with city and county offices regarding permitting requirements.

    10. Schedule utility locates in advance of project installation dates to prevent delays.

    11. Review & Feedback Collection

    12. Compile lists of completed jobs and contact clients to request feedback and online reviews.

    13. Guide clients through the review submission process and follow up if needed.

    14. Administrative & Sales Operations

    15. Support the owners and sales staff with administrative follow-ups and task tracking.

    16. Maintain accurate digital records of customers, jobs, permits, and communications.

    17. Help build needed spreadsheets

    18. Social Media/Marketing

    19. Collect photos and post to social media accounts

    20. Research and suggest different market strategies that may help build brand awareness


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