Customer Service Lead/office Admin
hace 1 semana
**Job Title**: Customer Service Lead/Office Admin Location: Remote (MST Time zone) Salary Range: up to 1500 USD Work Schedule: Monday - Friday, 8:00 AM to 5:00 PM (MST) NOTE: INDEPENDENT CONTRACTOR POSITION Company Overview: Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent.
Discover a world of career possibilities with Sagan.
**Position Overview**: We are looking for a Customer Service Lead/Office Admin to serve as the front-line contact for our company, ensuring seamless communication with customers and supporting our administrative and operations team.
This role involves managing inbound calls, scheduling, assisting with customer service inquiries, and providing general administrative support to keep our office running smoothly.
Schedule new estimates and communicate delays or changes in arrival times.
Handle customer callbacks and complaints, routing them to the appropriate team members and following up to ensure timely resolution.
Process W9 and insurance requests, along with certificates of installation.
**Administrative Support**: Order dumpsters, manage permit requests, and coordinate additional job-specific needs.
Track and report lead by source, maintain revenue/margin trackers, and update job reports.
Populate takeoff sheets, pictures, and inventory lists as required.
**Accounts Receivable Support**: Compile and follow up on daily customer payment reports, contacting customers as needed to process payments over the phone.
Follow up on outstanding invoices and process deposits with clients.
**Qualifications**: Proficiency in Microsoft Office (Outlook, Excel, Word, SharePoint), Google Sheets, and Zoom.
Strong organizational and multitasking skills.
Excellent communication skills with attention to detail in managing customer interactions.
Prior experience in customer service or office administration roles.
**Nice-to-Haves**: Familiarity with Housecall Pro or ServiceMinder software.
Experience working in client relations or support environments.
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