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.
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)
Technical Support
- 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
