Customer Service Representative
On-site · North Wales, Pennsylvania, United States
Job Summary
The Customer Service Representative role involves supporting customers and internal teams by managing inbound communications across multiple channels, gathering and recording information, scheduling appointments for Project Consultants, and performing essential administrative tasks. Responsibilities include answering calls per the approved script, collecting and entering data into the CRM and lead sheets, routing calls to appropriate departments, scheduling appointments, adhering to SOPs, contributing to KPI achievement, and providing support to the Office Manager, Lead CSR, Marketing, and Sales as needed. Must demonstrate strong communication, data entry accuracy, multitasking, problem-solving, and a customer-focused attitude while complying with safety rules and company policies.
Required Qualifications
- A high school diploma with additional training or coursework in accounting, communication, IT, billing, and collections.
- A minimum of 1 year in administrative support function.
- Strong 4-function math skills: addition, subtraction, multiplication, and division.
- Demonstrated computer skills. Familiarity with QuickBooks and a service-oriented CRM system.
- Excellent customer service skills, including the ability to keep calm and be clear with challenging customers, staff, and vendors.
- Strong oral and written communications skills when interacting with customers, staff, management, or vendors.
- Strong abilities to multi-task, prioritize activities, and react quickly to changing information.
- A valid driver's license with no restrictions on driving for company-related business.
- A reliable mode of transportation to ensure a prompt start to the working day.
Additional Requirements
- No restrictions or requirements preventing the ability to work in the US for any US company.
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