Csr/Admin Assistant Jobs

Since 1999, Comfort Systems of Montana has served Bozeman, Montana and the surrounding communities. We are a veteran-owned and operated, local family business with a phenomenal team of licensed professionals that design, install and service residential and commercial heating and cooling systems. We stand on performance and value, which is why our systems are efficient, reliable, affordable and we can guarantee satisfaction every time. If you want to be part of something bigger than just a job - make this career move and find exactly what you’re looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct impact on the success of the company.

CORE RESPONSIBILITIES:

• Assist technicians with quotes, routing, and help on the job promptly.
• Collect Payment, service billing, financing, etc.
• Maintain the CRM, (P3) dispatch software schedule, and forecast workload 2-5 days out minimal. Contact customers with a “Parts pending” status as parts are received for scheduling. Follow up on all pending and recommended work with customers utilizing the pending work log.
• CSMT is seeking a full-time Customer Service Representative/Admin Assistant to assist our dedicated team of HVAC service providers and Jobsite Solutions. The successful candidate will be responsible for providing outstanding customer service to our loyal clients.
• Update customer files as information is received from installation.
• Daily bookkeeping for our sister company Jobsite Solutions. Customer billing, accounts receivable, and accounts payable.

EDUCATION and EXPERIENCE:

• Knowledge of the industry is recommended but not required, High school diploma or general education degree, (GED).
• 5 years of related experience and/or training in customer service, dispatching, or project management, or an equivalent combination of education and experience is required.
• Advanced level knowledge of software technologies, such as iOS, Android, and Windows OS, CRM Software, (P3), Office 365, Word, Excel, and QuickBooks.
• Proficient computer skills are required.
• Proficient in QuickBooks Desktop.
• 3-5 years experience with all aspects of bookkeeping.

CANDIDATE PROFILE:

• Team player- works well with others.
• Analytical with the ability to examine issues from multiple viewpoints while multitasking.
• A self-starting highly motivated and goal-oriented individual.
• CSRs can advance to any position within the Company provided the employee shows continued interest in learning and has completed the required training for advancement.
• Professionally and technically competent
• Excellent attention to detail with emphasis placed on quality.
• Job Type: Full-time M-Th 7:30 am-5:00 pm, Fri-7:30 am-3:00 pm w/1hr Lunch, Shift times subject to change.
• Well-developed interpersonal skills
• Very organized with a systematic approach to achieving accuracy and efficiency.
• Confident, assertive, ethical, and ambitious

BENEFITS & CULTURE:

• Competitive wages are$20.00-$25.00 per hour.
• 401K Plan available after one year.
• Dental, Vision and Accident Insurance are also available.
• Medical Insurance – we pay 60% of your health insurance premiums (health insurance is available the first day of the month after your first 60 days).
• 40 hours vacation time after one-year employment, increasing yearly, max: 80.0hrs
• 6 paid Holidays after one-year employment
• Our family of employees participates in hunting trips, camping trips, BBQ and other fun activities throughout the year.
• Continued education
• Employee referral bonus program