Service Advisor

Description

• Maintain detailed records of sales activities, client interactions, and pipeline progress in the CRM system.
• Complete cost estimates within bid date/time.
• Present and explain the benefits of our services to potential clients.
• Provide some technical training to Service Technicians
• Work with Customers to provide accurate and suitable products and services to meet their needs
• Follow up on leads provided and look for new opportunities, looking for ways to generate business and new leads
• Work with the Team Leader and Service Manager to achieve sales goals
• Using lead generation tools, identify commercial and industrial construction projects that may require overhead doors, initiating contact with the general contractor and/or architect to gather project information and provide information on our products and services.
• Provide the best Vortex experience possible
• Follow up on all pending Service Quotes in a set time frame
• Analyze blueprints, specifications, and other documentation to prepare comprehensive cost estimates for new construction projects.
• Build valuable relationships with all Customers, including key accounts
• Manage and order shop and truck materials as needed
• Assist in Customer job scheduling and project management
• Collaborate with the service and operations teams to ensure smooth delivery of services and customer satisfaction.
• Negotiate terms and close sales to meet or exceed sales targets.
• Provide excellent customer service by following up on leads, ensuring client satisfaction, and maintaining long-term relationships.

Requirements

• Effective listening: Listening is the key to effective communication. Without the ability to listen carefully to what a Customer is saying, the message could be easily misunderstood and misinterpreted
• Experience in field service
• Education: High School Diploma or General Education Degree (GED)
• Experience in sales and customer service
• A good driving record with valid driver's license
• Ability to speak effectively and interact with team members and leadership
• Basic computer knowledge and ability to learn
• Ability to solve practical problems and deal with a variety of variables in a situation
• Clear communication: It is essential that you have the ability to communicate clearly and effectively, both verbally and in written form
• Ability to read, understand, and comprehend documents such as work instructions and procedure manuals
• Interpersonal skills: Balance Customer’s and Company’s needs to make sure that the Customer is satisfied, and build a reputation as a person who is consistent and direct while still seeking to be helpful

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance