Job Description

Posted 3 days ago

Our client is seeking an experienced and motivated Customer & Business Services Representative to join their growing team. This full-time position combines customer service, scheduling, business administration, CRM management, marketing support, and light bookkeeping responsibilities.

The ideal candidate is a strong communicator who enjoys building customer relationships, solving problems, and keeping a busy office running smoothly. If you thrive in a fast-paced environment, can confidently manage multiple priorities, and enjoy supporting both customers and coworkers, this could be an excellent opportunity for you.

Pay & Schedule:

• $20–$30/hour DOQ
• Full-Time
• Monday–Friday
• 8-hour shifts
• Limited after-hours on-call rotation
• Occasional day travel to support other regional offices

Position Overview

As a Customer & Business Services Representative, you will serve as an important connection between customers, field teams, and office operations. A primary focus of the position is managing incoming customer calls and successfully converting service needs into booked appointments while providing an exceptional customer experience.

Beyond customer service, you’ll provide administrative support across multiple areas of the business, maintain accurate CRM records, assist with marketing initiatives and reporting, complete assigned bookkeeping entries, and help resolve issues as they arise.

Success in this role requires someone who can work independently, learn established processes quickly, and remain organized while balancing multiple responsibilities.

Key Responsibilities

• Manage daily customer call volume and schedule appointments for service teams
• Deliver friendly, professional, and solutions-focused customer service
• Build and maintain strong customer relationships
• Accurately enter and maintain customer information within CRM systems
• Provide office-based support to internal teams and field operations
• Assist with marketing initiatives, follow-up activities, and metric tracking
• Complete assigned bookkeeping and business-service entries
• Prepare and complete required reports
• Follow established workflows while identifying opportunities to improve processes
• Troubleshoot customer and operational issues and determine appropriate solutions
• Communicate effectively between customers, office staff, and field teams
• Help motivate and support coworkers in achieving organizational goals
• Assist with additional business and administrative responsibilities as needed

Qualifications

• Previous customer service and business office experience
• Strong customer relationship and communication skills
• Ability to make independent decisions and resolve customer concerns
• Excellent multitasking and problem-solving abilities
• Strong organizational and time-management skills
• Comfortable learning and working within established workflows
• Experience using CRM, scheduling, customer service, or other electronic business systems
• Strong computer skills and ability to learn new software
• Experience with ServiceTitan, Slack, Microsoft Office, Google Workspace, or QuickBooks is a plus
• Ability to work independently while remaining supportive of a team environment
• Willingness to occasionally travel during the day for training or support at regional offices

Benefits

Our client offers a comprehensive benefits package including:

• 401(k)
• 401(k) company match
• Health insurance
• Company-paid life insurance
• Short-term disability
• Paid time off
• Paid holidays
• Professional development assistance

Why Join Our Client?

• Competitive $20–$30/hour compensation based on experience
• Consistent Monday–Friday schedule
• Comprehensive benefits package
• Professional development and opportunities for growth
• Variety of responsibilities beyond traditional customer service
• Opportunity to play an important role in supporting both customers and company operations
• Collaborative, team-oriented work environment

Apply Today!

If you’re an experienced customer service professional who enjoys solving problems, building relationships, and supporting a busy business operation, we’d love to hear from you. Apply today to join our client’s team as a Customer & Business Services Representative!

Apply here.

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