HVAC Customer Service Representative
Core
Coordinate HVAC customer service requests from initiation to completion, manage technician scheduling and dispatch, and handle administrative workflows including inventory tracking and account maintenance.
Role type
Customer Service Representative (HVAC Field Service Support)
Builds
Responsive customer experience and efficient field service operations for thermal management and building systems clients.
Domain
Building Systems / HVAC / Field Service Operations
Deliverable
Dashboards & analysis | Client delivery | Infrastructure (service logistics)
Required skills
CRM proficiency (Siebel/Salesforce), inventory tracking, scheduling coordination, order processing, report generation, account maintenance, vendor communication, Microsoft Office proficiency, problem-solving, multi-tasking
Preferred skills
Call center experience, HVAC field service scheduling experience, parts ordering knowledge, basic project accounting
Technologies
Siebel, Salesforce.com, Microsoft Word, Excel, PowerPoint
Responsibilities
Receive and coordinate customer service requests, support technician dispatching and on-call scheduling, track inventory and shipments, generate service reports, manage customer accounts and billing information, resolve invoice issues with vendors.
Seniority
Individual Contributor, mid-level (5 years experience)