Office Personality

Job Description

Job Description

JOB DESCRIPTION----OFFICE PERSONALITY

To clearly outline the responsibilities and expectations associated with the Office Personality (OP) position at Clearview Services South.

Introduction

The OP role is critical to the smooth operation of the company. The OP serves a number of key roles, including acting as the primary information hub for field technicians, efficient scheduling, tracking important data and metrics, communicating with customers via a number of different channels, and handling accounts receivable.

The OP also plays a key role in ensuring that all customers have an amazing experience with Clearview. This includes friendly and proactive communication and savvy complaint resolution.

The OP works a 40-hour/week schedule (Monday through Friday, 8am-5pm which includes a 60 minute lunch)

Reports To:

● General Manager/Owner

Communication

● Answer all general inbound phone calls, sms and instant messages and office emails.

● Maintain contact with clients using office provided software

● Coordinate with Operations Managers to address call-backs, equipment retrieval, etc.

● Coordinate with Crew Leaders to update job details, change orders, scheduling

changes etc.

● Respond to all online reviews.

● Manage our social media accounts

● Engage in over-the-phone sales using company provided scripts, pricing and

service options (through reminder calls, etc)

Scheduling

● Maximize scheduling and routing each day to meet production goals.

● Scheduling, Dispatching and Confirming Appointments.

● Handle reschedule/cancellation requests promptly and efficiently.

● Master our CRM system for use in scheduling, routing and dispatching.

Administration

● Manage client database and records.

● Prepare, confirm, and file forms and paperwork as needed. (Forms will be provided)

● Manage recurring meeting schedule for the office for admin and crews.

● Maintain our payroll system and report it to the GM

● Coordinate company benefits with benefit administrator

● Help maintain team morale by organizing events and celebrations

Accounts Receivable

● Create, edit and send invoices when jobs are complete.

● Send weekly reminders for overdue invoices.

● Take payments via credit card through CRM system over the phone.

Key Skills and Qualities

The OP must display a number of key skills and qualities to be effective. This is a fast paced, sometimes hectic work assignment. A great OP must be able to juggle multiple tasks at once, while maintaining a level head. Most importantly, the OP must be able to care for our customers in an exceptional way at all times, regardless of circumstances. The Customer Experience must be the OP’s primary focus. Below are some key qualities that the Clearview looks for in

OP candidates:

● A mind for organization

● Efficient use of time and resources

● Positive, friendly demeanor, even when faced with negativity or hostility

● Confidence in personal ability

● Proactive decision making and taking initiative

● A collaborative mindset when it comes to working with the team

● Share’s Clearview’s vision for the future and wants to go there with the team

● Be proficient with Social Media

Benefits

After 3 months, full benefits (Health, vision, dental). 401k match also available

Company Description

Well established company of 17 years in the area. We pride ourselves in delivering a great experience for our clients and try to partner with well qualified team members to help us accomplish that goal.

Company Description

Well established company of 17 years in the area. We pride ourselves in delivering a great experience for our clients and try to partner with well qualified team members to help us accomplish that goal.