Service Advisor
Vortex Doors · Madison, WI · 1 mo ago
On-siteOTHRFull-time
We need to output HTML fragment with sections: About the role? The description includes a paragraph about role. Then Responsibilities list. Then Requirements (maybe split into Skills and Education etc). Use for headings. No job title heading. No Job ID. Remove boilerplate. No Pay/Schedule/Benefits unless present. There's no explicit pay or benefits besides relocation assistance, training, etc. Benefits? Not explicit. So we can include maybe a Benefits section if there is mention: "Relocation assistance is available.", "Continuous on-going training provided". Those could be benefits. But we need to only include section if posting has real specific content. It does mention relocation assistance and training. Could put under Benefits. However guidelines: Prefer few substantive sections over many thin ones. Could combine into a "About the role" paragraph and then Responsibilities and Requirements. Benefits maybe not needed. But we could include a short paragraph about relocation assistance and training within About the role or as a separate Benefits section. Since they said include a section ONLY when posting has real specific content for it. There is content: relocation assistance, training. So we could make a Benefits section with those items. However they also said prefer few substantive sections over many thin ones. Having Benefits with two items maybe okay.
We need to use
for headings. No job title heading. No Job ID. Remove boilerplate. No Pay/Schedule/Benefits unless present. There's no explicit pay or benefits besides relocation assistance, training, etc. Benefits? Not explicit. So we can include maybe a Benefits section if there is mention: "Relocation assistance is available.", "Continuous on-going training provided". Those could be benefits. But we need to only include section if posting has real specific content. It does mention relocation assistance and training. Could put under Benefits. However guidelines: Prefer few substantive sections over many thin ones. Could combine into a "About the role" paragraph and then Responsibilities and Requirements. Benefits maybe not needed. But we could include a short paragraph about relocation assistance and training within About the role or as a separate Benefits section. Since they said include a section ONLY when posting has real specific content for it. There is content: relocation assistance, training. So we could make a Benefits section with those items. However they also said prefer few substantive sections over many thin ones. Having Benefits with two items maybe okay.
We need to use - for any list of duties/requirements/benefits. So Responsibilities list, Requirements list (maybe split into Skills and Education?), Benefits list.
We must not repeat job title as heading. So no heading for Service Advisor.
We need to preserve all substantive information. Let's extract:
About the role paragraph: "Vortex Doors, America’s highest quality and most customer-centric commercial and industrial door repair company, is seeking a motivated Commercial Door Service Advisor to join our company. We are considering applicants with commercial pedestrian and industrial door industry experience. Relocation assistance is available! As a Commercial 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."
That's the description.
Responsibilities list (bulleted):
- Work with Customers to provide accurate and suitable products and services to meet their needs
- Follow up on leads provided and look for new opportunities, looking for ways to generate business and new leads
- Work with the Team Leader and Service Manager to achieve sales goals
- Follow up on all pending Service Quotes in a set time frame
- Provide some technical training to Service Technicians
- Manage and order shop and truck materials as needed
- Assist in Customer job scheduling and project management
- Provide the best Vortex experience possible
- Build valuable relationships with all Customers, including key accounts
- Always promote Vortex positively
- Using lead generation tools, identify commercial and industrial construction projects that may require overhead doors, initiating contact with the general contractor and/or architect to gather project information and provide information on our products and services.
- Analyze blueprints, specifications, and other documentation to prepare comprehensive cost estimates for new construction projects.
- Complete cost estimates within bid date/time.
- Present and explain the benefits of our services to potential clients.
- Negotiate terms and close sales to meet or exceed sales targets.
- Collaborate with the service and operations teams to ensure smooth delivery of services and customer satisfaction.
- Maintain detailed records of sales activities, client interactions, and pipeline progress in the CRM system.
Requirements:
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
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
What You Should Have Education: High School Diploma or General Education Degree (GED)
Other required knowledge, skills, and abilities:
- Basic computer knowledge and ability to learn
- A good driving record with valid driver's license
- Experience in field service and commercial door experience with pedestrian and industrial doors
- Experience in sales and customer service
Work Conditions:
- Full-time shifts are available between Vortex business hours of 7:00 AM - 5:30 PM, Monday through Friday and must be able to work some overtime and on-call hours.
- Relocation assistance is available.
- Continuous on-going training provided as you continue to grow with Vortex.
- The job environment is fast paced and results oriented.
- Be able to drive a company vehicle and possess a valid driver license.
- Must pass Drug test, Background check and Motor Vehicle check
We need to decide sections: About the role (maybe not needed as heading? Could use
About the role
then paragraph). Responsibilities (Responsibilities
then ). Requirements (Requirements
then maybe split into Skills and Education? But we can just list all requirements as ). Benefits? Could include relocation assistance and training as Benefits (Benefits
then ). However we already have relocation assistance and training in Work Conditions. Could incorporate them into About the role paragraph? Already mentioned relocation assistance in first paragraph. Training mentioned in Work Conditions. Could keep them in About the role? But they'd be duplicated. Better to have a Benefits section for those two items.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. Benefits: we have relocation assistance and training. So we can create Benefits.
Schedule: they gave work hours (7:00 AM - 5:30 PM, Monday through Friday) and mention overtime/on-call. That's schedule info. Should we create a Schedule section? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. They do state schedule (hours). So we could include a Schedule section. However they also said prefer a few substantive sections over many thin ones. Adding Schedule may be okay if we have substantive content. But we could also fold schedule into About the role or Work Conditions paragraph. However they said use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So they expect those headings if content exists. Since schedule is stated, we should include Schedule section.
Similarly, Benefits we have content.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule.
We must not repeat job title as heading. Good.
We must not put Job ID/requisition numbers as headings — none.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. None present.
We must preserve ALL substantive information. So we need to include all bullet points.
We need to format as HTML fragment only.
Let's craft:
About the role
Vortex Doors, America’s highest quality and most customer-centric commercial and industrial door repair company, is seeking a motivated Commercial Door Service Advisor to join our company. We are considering applicants with commercial pedestrian and industrial door industry experience. Relocation assistance is available! As a Commercial 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.
Responsibilities
- Work with Customers to provide accurate and suitable products and services to meet their needs
- Follow up on leads provided and look for new opportunities, looking for ways to generate business and new leads
- Work with the Team Leader and Service Manager to achieve sales goals
- Follow up on all pending Service Quotes in a set time frame
- Provide some technical training to Service Technicians
- Manage and order shop and truck materials as needed
- Assist in Customer job scheduling and project management
- Provide the best Vortex experience possible
- Build valuable relationships with all Customers, including key accounts
- Always promote Vortex positively
- Using lead generation tools, identify commercial and industrial construction projects that may require overhead doors, initiating contact with the general contractor and/or architect to gather project information and provide information on our products and services.
- Analyze blueprints, specifications, and other documentation to prepare comprehensive cost estimates for new construction projects.
- Complete cost estimates within bid date/time.
- Present and explain the benefits of our services to potential clients.
- Negotiate terms and close sales to meet or exceed sales targets.
- Collaborate with the service and operations teams to ensure smooth delivery of services and customer satisfaction.
- Maintain detailed records of sales activities, client interactions, and pipeline progress in the CRM system.
Requirements
- 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
- 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
- Education: High School Diploma or General Education Degree (GED)
- Basic computer knowledge and ability to learn
- A good driving record with valid driver's license
- Experience in field service and commercial door experience with pedestrian and industrial doors
- Experience in sales and customer service
Benefits
- Relocation assistance is available
- Continuous on-going training provided as you continue to grow with Vortex
Schedule
- Full-time shifts are available between Vortex business hours of 7:00 AM - 5:30 PM, Monday through Friday
- Must be able to work some overtime and on-call hours
Check that we didn't miss any info: The original also had "The job environment is fast paced and results oriented." and "Be able to drive a company vehicle and possess a valid driver license." and "Must pass Drug test, Background check and Motor Vehicle check". Those are work conditions. Should we include them? They are substantive. Could add to Schedule or a separate Work Conditions section. But we already have Schedule section; we could add those to Schedule or maybe a separate "Work Conditions" section. The allowed headings list includes "Schedule" but not "Work Conditions". However we could add them to Schedule as additional bullets, or create a separate section like "Work Conditions" though not in the list but allowed? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples, not exhaustive. So we could add a Work Conditions section if we want. But they said prefer a few substantive sections over many thin ones. Adding another section may increase count. Could fold those into Schedule or Benefits? They are not benefits. Could add to Schedule as extra bullets: "Fast-paced, results-oriented environment", "Must be able to drive a company vehicle and possess a valid driver license", "Must pass drug test, background check and motor vehicle check". That seems okay.
Thus Schedule bullets become:
- Full-time shifts are available between Vortex business hours of 7:00 AM - 5:30 PM, Monday through Friday
- Must be able to work some overtime and on-call hours
- Fast-paced, results-oriented job environment
- Must be able to drive a company
About the role
then paragraph). Responsibilities (Responsibilities
then- ). Requirements (
- Work with Customers to provide accurate and suitable products and services to meet their needs
- Follow up on leads provided and look for new opportunities, looking for ways to generate business and new leads
- Work with the Team Leader and Service Manager to achieve sales goals
- Follow up on all pending Service Quotes in a set time frame
- Provide some technical training to Service Technicians
- Manage and order shop and truck materials as needed
- Assist in Customer job scheduling and project management
- Provide the best Vortex experience possible
- Build valuable relationships with all Customers, including key accounts
- Always promote Vortex positively
- Using lead generation tools, identify commercial and industrial construction projects that may require overhead doors, initiating contact with the general contractor and/or architect to gather project information and provide information on our products and services.
- Analyze blueprints, specifications, and other documentation to prepare comprehensive cost estimates for new construction projects.
- Complete cost estimates within bid date/time.
- Present and explain the benefits of our services to potential clients.
- Negotiate terms and close sales to meet or exceed sales targets.
- Collaborate with the service and operations teams to ensure smooth delivery of services and customer satisfaction.
- Maintain detailed records of sales activities, client interactions, and pipeline progress in the CRM system.
- 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
- 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
- Education: High School Diploma or General Education Degree (GED)
- Basic computer knowledge and ability to learn
- A good driving record with valid driver's license
- Experience in field service and commercial door experience with pedestrian and industrial doors
- Experience in sales and customer service
- Relocation assistance is available
- Continuous on-going training provided as you continue to grow with Vortex
- Full-time shifts are available between Vortex business hours of 7:00 AM - 5:30 PM, Monday through Friday
- Must be able to work some overtime and on-call hours
Requirements
then maybe split into Skills and Education? But we can just list all requirements as- ). Benefits? Could include relocation assistance and training as Benefits (
Benefits
then- ). However we already have relocation assistance and training in Work Conditions. Could incorporate them into About the role paragraph? Already mentioned relocation assistance in first paragraph. Training mentioned in Work Conditions. Could keep them in About the role? But they'd be duplicated. Better to have a Benefits section for those two items.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. Benefits: we have relocation assistance and training. So we can create Benefits.
Schedule: they gave work hours (7:00 AM - 5:30 PM, Monday through Friday) and mention overtime/on-call. That's schedule info. Should we create a Schedule section? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. They do state schedule (hours). So we could include a Schedule section. However they also said prefer a few substantive sections over many thin ones. Adding Schedule may be okay if we have substantive content. But we could also fold schedule into About the role or Work Conditions paragraph. However they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So they expect those headings if content exists. Since schedule is stated, we should include Schedule section.
Similarly, Benefits we have content.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule.
We must not repeat job title as heading. Good.
We must not put Job ID/requisition numbers as headings — none.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. None present.
We must preserve ALL substantive information. So we need to include all bullet points.
We need to format as HTML fragment only.
Let's craft:
About the role
Vortex Doors, America’s highest quality and most customer-centric commercial and industrial door repair company, is seeking a motivated Commercial Door Service Advisor to join our company. We are considering applicants with commercial pedestrian and industrial door industry experience. Relocation assistance is available! As a Commercial 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.