Survey Scheduler / Customer Service

Survey Scheduler / Customer Service
POSITION SUMMARY:

A fast-growing US Solar Company is looking for a bright, passionate, professional, able to thrive in a fast paced and results oriented culture. A successful candidate will have a calming and professional presence.

Coordinates and executes the team functions including: sales support, responding to texts/phone calls to schedule surveys
PRIMARY RESPONSIBILITIES:
Primary Responsibilities may include but are not limited to the following:

• Responsible for accurately and timely onboarding of all new customer projects into SalesForce.
• Schedule site visits using online calendar and google maps to ensure visits are scheduled appropriately.
• Ensure cash customers follow payment plans with the deposit and install payments being received prior to work.
• Ensures compliance with all utility and AHJ requirements
• Sending documents within minutes while reps are in home
• Complete HOA applications, sending them to the homeowner to sign, following up to ensure they are signed, submitting
application and plans to HOA

OPERATING SKILLS, KNOWLEDGE AND ABILITIES:
• Bachelor’s degree (B.A. or B.S.) in Business or related field from a four-year college or university, or equivalent combination
of education and experience.
• Experience working with SalesForce.
• Broad knowledge and operational experience in Solar and project management.
• Must possess strong management, interpersonal, analytical, and organizational and customer service principles and
practices.
• Computer literacy: Proficiency and working knowledge of Microsoft Word and Excel.

• An entrepreneurial leader with appropriate industry experience, an energetic, decisive and dedicated individual with high
ethical standards and integrity. We will hire a seasoned professional that knows how to get things done correctly, quickly,
and who does not need on the job training.
• The ideal candidate will be well-organized and self-directed, self-starter and is an excellent communicator. This is a strong
team player who has demonstrated the proven ability to build a team, work through difficult situations with tact and
respect, fostering positive working relationships.
• Must be willing to work at hands-on, detailed level when needed.
• Demonstrates awareness of variables which could affect employee retention and/or morale.
• Demonstrates excellent organizational and time management skills.

Special Requirements:
• Ability to read reports, computer monitors, and to communicate with coworkers.
• Ability to hear well enough to communicate with clients and coworkers.
• Ability to write, type 40 wpm and use telephone system.
• Repetitive motion (keyboarding and moussing).
• Long periods of sitting or standing.
• On call 24/7, ability to work extended hours and weekends/nights as needed.
• Proficient reading, writing and speaking English and Spanish
• Must be able to hear in order to receive telephone calls and voice mail messages.
• Must pass background checks.