Customer Operations Specialist

<p></p> <p></p> <p>The Customer Operations Specialist at Survoys Superior Service plays a dual role at the heart of our service operations: ensuring seamless coordination between customers and field teams and delivering a world-class customer experience that drives retention and strengthens our reputation.</p> <p>This role is responsible for managing the full lifecycle of a service job — from initial intake and dispatch through real-time technician coordination, job closure, and post-service follow-up. At the same time, this person serves as a customer advocate, monitoring satisfaction trends, managing contract renewals, and partnering with Service Managers and leadership to resolve issues quickly and professionally.</p> <p>The ideal candidate brings operational discipline, genuine care for customers, and the communication skills to navigate both field teams and executive-level customer relationships with equal confidence. Above all, this is a true utility player — someone who can flex across service coordination, billing, warranty work, and customer care as the day demands, and who thrives wearing multiple hats in a lean, fast-moving operation.</p> <p><span style="text-decoration: underline;"><strong>What Survoys Offers You</strong></span></p> <ul> <li>Competitive wages!</li> <li>Medical – Dental – Vision Benefits Start Day 1 (no waiting period)</li> <li>Paid time off</li> <li>Career Growth &amp; Training Opportunities</li> </ul> <p><span style="text-decoration: underline;"><strong>Essential Functions</strong></span></p> <ul> <li>Service Coordination</li> <li>Invoicing</li> <li>Customer Experience</li> <li>Customer Retention</li> <li>Job Management and Documentation</li> <li>Team Collaboration</li> <li>Operational Support</li> </ul> <p><span style="text-decoration: underline;"><strong>Qualifications - Education &amp; Experience</strong></span></p> <p></p> <ul> <li>Minimum 2–3 years of experience in service coordination, invoicing, or customer service — HVAC, mechanical services, plumbing, or electrical preferred.</li> <li>A genuine utility-player mindset — comfortable jumping across coordination, billing, warranty, and customer-facing work as priorities shift, with no “not my job” attitude.</li> <li>Strong working knowledge of the warranty process — including filing, tracking, and resolving manufacturer warranty claims across HVAC, plumbing, and electrical.</li> <li>Demonstrated track record of reliability, follow-through, and professional customer interaction. • Proficiency with a field service management and/or CRM platform.</li> <li>Strong working knowledge of Microsoft Office Suite (Excel, Outlook, Word).</li> <li>Excellent verbal and written communication skills.</li> <li>Highly organized with the ability to manage multiple competing priorities in a fast-paced environment.</li> </ul> <p><span style="text-decoration: underline;"><strong>Qualifications - Preferred</strong></span></p> <p><span style="text-decoration: underline;"><strong></strong></span></p> <ul> <li>3–5 years of experience with increasing responsibility in a commercial service environment.</li> <li>Hands-on experience with ServiceTitan.</li> <li>Hands-on experience with Salesforce (or a comparable CRM).</li> <li>Familiarity with SLA-based service contracts and maintenance agreement structures.</li> <li>Ability to interpret data trends and translate them into actionable recommendations.</li> <li>Professional demeanor when interacting with executive-level customer contacts</li> </ul> <p><span style="text-decoration: underline;"><strong></strong></span></p> <p></p> <p>&nbsp;</p>