As a Service Advisor, your primary responsibility is to provide products and services to Customers, promote long term Customer retention, and follow through with the Internal Customer Service Team to ensure the Customer is satisfied with the work we performed. Must be a Service Technician as a Level IV or a CSR II for the past 2 years to be eligible to apply.

 Duties and Responsibilities: Sales

• Take calls from Customers calling in new SQs
• Make contact, qualify and effectively run leads
• Visit key Customers
• Target meetings and cold calls on nearby or large businesses

Operations

• Pricing, proposals and presentation to Customers with follow up
• Write up Service Orders with proper material lists, scope and hours
• Identify and order materials for jobs sold
• Check in material for jobs sold
• Project management of jobs sold
• Back checks and in-person jobsite visits
• Proposal follow up and closing
• Photo processing and filing
• Billing review and approval
• Assist in job board scheduling and management
• Help order materials for jobs signed in the blue or help CSRs with ordering
• Assist CSRs with daily/back-bid quotes including chain accounts
• Help verify and check material in for most SC jobs
• Order shop and truck stock materials as requested
• Help with processing and sorting morning paperwork
• Verify take-off sheet and recommendation info with STs
• Verify timecard accuracy
• Fleet maintenance and truck safety check
• Helps plan and run SC and Safety Meetings
• Work with Customers to provide accurate and suitable products and services to meet their needs
• Must have strong sales and excellent customer service skills
• Great attendance is a must to be eligible to apply
• Build valuable relationships with all Customers, including key accounts
• Promote Vortex positively at all times
• Manages and orders all shop and truck stock
• Collection visits
• Monitor and manage on-call schedule
• Large project and blueprint quoting and project management
• Satellite SC management (If applicable)

• Help STs with questions, locating material and staying on schedule
• Onsite training, problem solving and project launching
• Handle most tech support
• Specific training of newer STs as needed
• Helping with all disputes including in-person PR calls
• ST warranty coaching and procedure review

Important Skills:

• Clear communication: It is essential that you have the ability to communicate clearly and effectively, both verbally and in written form
• 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
• Results driven and passionate about selling: Be passionate about the products and services we provide and strive to provide what’s best for the Customer and the Company
• 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
• Warranty qualifications, (save a warranty)(manage warranty calls)
• Qualification: 2 years as a Service Technician level IV or 2 years as CSR II
• To maintain operational consistency and ensure excellent customer service, Service Advisors are expected to adhere to the following attendance and sick leave guidelines of 5 days or less required. Consistent punctuality is required
• Support daily review procedures.

What you should have:

• Education: High School Diploma or General Education Degree (GED)
• Other required knowledge, skills, and abilities:
• Ability to read, understand, and comprehend documents such as work instructions and procedure manuals
• Ability to speak effectively and interact with team members and leadership
• Ability to solve practical problems and deal with a variety of variables in a situation
• Basic computer knowledge and ability to learn
• A good driving record with valid driver's license
• Experience in field service
• Experience in sales and customer service