Client Service Associate

• Customer Satisfaction Outreach: Proactively contact customers (post-service, post-quote, or at regular intervals) to gather feedback on their satisfaction with services, products, and overall experience, documenting all responses in Salesforce.
• Quote Review and Consultation: Initiate outbound calls to customers to review detailed quotes, answer questions, clarify scope of work, and address any concerns to facilitate informed decision-making and secure approvals.
• Preferred Customer Service Program Enrollment: Call existing and prospective customers to introduce the benefits of the preferred customer service program, answer inquiries, and schedule meetings for enrollment.
• Digital Customer Portal Demonstrations: Conduct outbound calls to schedule and facilitate virtual demonstrations (e.g., Google Meets) of the digital customer portal, guiding customers through its features and benefits to encourage adoption and utilization.
• Leak Repair Work Follow-up: Conduct post-service follow-up calls specifically for leak repair work to ensure customer satisfaction, verify the effectiveness of the repair, and address any lingering concerns/recommended work.
• Ongoing Relationship Nurturing: Develop and maintain strong, positive relationships with customers through regular, proactive communication, demonstrating a commitment to their long-term satisfaction and identifying opportunities for additional service.
• Documentation and Reporting: Accurately log all customer interactions, feedback, scheduled meetings, and follow-up activities in Salesforce.
• Collaboration with Sales/Service Teams: Communicate relevant customer feedback, sales opportunities, or service issues to the appropriate internal teams (e.g., sales, service technicians) to ensure seamless customer experience and resolution.

• Previous Sales experience a plus
• National Account experience a plus
• Outstanding negotiation and selling skills 
• Background in the construction and/or commercial roofing industry is preferred
• Excellent organizational skills 
• Computer proficiency 
• College Degree preferred 

• 2 Health Insurance Plans:
  • No Cost “Core Plan” – No Cost Medical & Dental
  • “Buy Up Plan” – Features a lower deductible for Medical
• Vision Plan
• Employer Paid Life & AD&D Insurance
• Traditional 401K with Company Match
• Roth 401K with Company Match
• Paid Holidays and Vacation
• Employer Provided Employee Stock Ownership Program (ESOP)
• Flexible Spending Account (FSA)
• Referral Bonuses 
• Dayshift Hours
• Growth Opportunities
• Relocation Assistance possible for the right candidate

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