HVAC Project Coordinator

Job Summary

The Project Coordinator is responsible for supporting the customer from post-sale to project completion.

Essential Functions

• Provide consistent customer communication using the 1, 2, 3 call process:
• Introductory Call
• Scheduled Confirmation
• Close out call
• Manage a high-volume of cases.
• Maintain case close time, meeting company targets.
• Drive a superior customer experience:
• Act as the sole point of contact to the customer.
• Update new/changed customer information in the system.
• Provide project expectations to the customer.
• Communicate with the scheduling team to ensure installs and callbacks are completed promptly.
• Respond professionally and in a timely manner to customer calls and emails.
• Aid customers with submitting Mass Save Rebates via the Mass Save website.
• Initiate and collect project payments for customer accounts.
• Perform additional tasks as required.

Education & Experience

• High School diploma or equivalent.
• Bachelor’s degree in relevant field preferred.
• Proficiency working with MS Office.
• Proficiency working with Customer Relationship Management (CRM) software such as Salesforce.
• Customer focused.
• Excellent communication skills.
• Ability to work independently or as part of a team.
• Time Management skills.
• Problem solving ability.

Qualifications

• Requires proficiency in reading, writing, and communicating in English.

Perks/Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid training
• Remote work environment
• 401k Retirement Plan with match
• PTO with accrual schedule
• Paid holiday schedule
• Employee Assistance Program
• Fast growth opportunities!

Work Environment

May include one of the following based on location and business needs:

• Remote work environment

Physical Demands:

• Requires sitting at a desk for long periods of time, performing tasks on a computer.
• The ability to move within the office to attend meetings, access equipment, or interact with colleagues.
• This job may require travel in a personal or company-provided vehicle.

Equal Opportunity Employer

At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, color, religion, national origin, sex, age, gender identity, or expression, sexual orientation, physical or mental disability, veteran status, or any other applicable characteristics. All employment decisions are based on qualifications, skills, and experiences needed to successfully perform the job.