Customer Relations and Service Coordinator
: Job Details :


Customer Relations and Service Coordinator

Texas Medical Screening

Location: San Antonio,TX, USA

Date: 2024-12-21T05:13:17Z

Job Description:

Job Summary:

The Customer Relations and Service Coordinator is a hybrid role that combines financial customer account management, service scheduling, dispatch coordination, and client communication. This position ensures the efficient handling of accounts receivable processes while assisting in service-related operations to maintain timely and effective service delivery.

Primary Responsibilities:

Customer Accounts Management

  • Handle invoicing, customer account reconciliation, and remittances.
  • Maintain customer communication records and support the operational team with account inquiries.
  • Respond to client billing questions and follow up on overdue accounts.
  • Manage an aging portfolio of 30, 60, and 90-plus accounts.

Service Scheduling and Dispatch

  • Prioritize and schedule service calls with the Service Manager and customer as needed.
  • Coordinate emergency and non-emergency service requests, providing initial troubleshooting when necessary.

Documentation and Reporting

  • Assist in maintaining service and account records via systems like DocuWare and EMSAR Portal.
  • Review and issue service completion forms, maintenance reports, and relevant customer documentation.

Client Communication and Support

  • Act as a central point of contact for client inquiries, providing updates on schedules, installations, and service resolutions.
  • Collaborate with operations and service managers and escalate unresolved issues through EMSAR or other channels.
  • Offer tailored advice on products and services, identifying opportunities for upselling or enhancements.

Proactive Problem-Solving and Protocol Development

  • Resolve client issues professionally and follow up on service-related concerns to ensure satisfaction.

Required Skills and Qualifications:

  • Strong organizational and multitasking abilities with experience in accounts receivable, sales, and service coordination.
  • Proficiency in relevant software (e.g., Sage 50, DocuWare, Service Portals, ClickUp) or similar systems.
  • Exceptional communication and problem-solving skills.
  • Familiarity with inventory and shipping logistics.
  • Ability to manage and analyze performance data to drive continuous improvement.

Key Competencies:

  • Detail-oriented, with a focus on accuracy and efficiency.
  • Client-focused, with a proactive and professional approach to problem resolution.
  • Team-oriented, with strong leadership and collaboration skills.

Apply Now!

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