Dispatcher / Customer Service Representative

About the role

Vertex Mechanical is hiring a Dispatch and Customer Service Representative to support our service team and provide an excellent customer experience. This role is ideal for someone who enjoys helping people, staying organized, and likes to have some variety in their work day.

Benefits and Perks

• Full Benefits: Medical coverage for peace of mind
• 401k: Plan for your future with our strong retirement options
• Flexible Schedule: Enjoy better work-life balance with a flexible work schedule
• Generous PTO: Accrue paid time off from day one
• Paid Holidays: Enjoy 7 paid holidays each year
• Sick Time: For when life happens
• Ongoing Training: Continuous development to help you grow your skills
• Team Fun: Join in company events and team-building activities

About Vertex

Founded in 2002, Vertex Mechanical is built around one core belief: Exceptional Service for Exceptional People. We value teamwork, growth, and creating a workplace where employees are supported, challenged, and appreciated.

What You'll Do

• Answer inbound customer calls—assist with scheduling, billing questions, and resolving customer concerns
• Conduct outbound call campaigns to support sales and service teams
• Schedule maintenance visits with customers, ensuring smooth coordination
• Update CRM software with customer information—confidence with CRM is a must!
• Collaborate with management to stay up-to-date on the latest products, services, and company policies
• Record customer data accurately and ensure it’s up to date in our database
• Engage with customers in a friendly, professional manner, actively listening and offering solutions that align with company policies
• Other duties as assigned to keep operations running smoothly

What We're Looking For

• 2+ years of customer service experience, preferably in a similar industry
• ServiceTitan experience is preferred
• Experience using CRM software and confident in data entry and management
• Strong communication skills with the ability to engage customers and resolve concerns
• Able to multitask and stay organized in a fast-paced environment
• Positive attitude and a commitment to providing excellent service
• Team player who works well independently and collaboratively