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Primary Services - Houston, TX

posted about 2 months ago

Full-time - Entry Level
Houston, TX
Administrative and Support Services

About the position

The Bilingual Client Service Coordinator plays a crucial role in ensuring customer satisfaction and effective communication within a leading solar company. This position requires a proactive approach to resolving client issues, managing inquiries, and maintaining accurate documentation in a fast-paced environment.

Responsibilities

  • Collaborate closely with the Management Team to effectively resolve customer issues.
  • Proactively handle customer inquiries and process issues.
  • Answer inbound phone calls from customers and field sales representatives.
  • Manage high-priority cases in SalesForce, ensuring accuracy and efficiency.
  • Support partner requests through timely communication via phone and email.
  • Run credit checks on accounts and generate end-of-day reports.
  • Adapt daily workload to support management action plans.
  • Maintain detailed records and documentation for all interactions.

Requirements

  • Bilingual in Spanish is REQUIRED to communicate effectively with our diverse clientele.
  • Minimum of 2+ years in a call center environment, showcasing exceptional customer service skills.
  • Proven experience in document management, ensuring meticulous handling of customer files and information.
  • Strong proficiency in MS Office Suite (Excel, Word) and SalesForce CRM for effective data management.
  • Exceptional communication skills, both verbal and written, with keen attention to detail.
  • Ability to manage multiple tasks efficiently and adapt to changing priorities.

Nice-to-haves

  • Administrative or accounting skills, including check reconciliation and reporting, are a plus.
  • Flexibility to work overtime when needed.

Benefits

  • Career growth opportunities within the company.
  • Dynamic team environment.
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