Time Zone: Must be available during US business hours (CST, EST, or PST)
About This Role
We're seeking a highly organized and personable Customer Success & Operations Coordinator to serve as the operational backbone of our business. This multifaceted role combines customer service excellence with critical behind-the-scenes coordination—you'll be the friendly voice customers hear first, while also managing permits, scheduling utility locates, coordinating appointments, collecting payments, gathering reviews, and supporting our sales team with administrative tasks. The ideal candidate thrives in a dynamic environment, enjoys variety, and takes pride in keeping multiple priorities moving smoothly from initial customer contact through project completion.
KEY RESPONSIBILITIES
Customer Service & Phone Support (High Volume)
Handle 80+ inbound and outbound calls daily with efficiency and professionalism
Answer and direct incoming calls and emails promptly
Provide product and service information to potential and current customers
Schedule appointments and consultations for the sales team with attention to logistics and availability
Maintain a friendly, professional tone in all interactions while managing high call volume
Collect final payments and follow up on past due balances
Permit & Utilities Management
Research, prepare, and submit permit applications based on municipal guidelines
Communicate with city and county offices regarding permitting requirements
Schedule utility locates in advance of project installation dates to prevent delays
Review & Feedback Collection
Compile lists of completed jobs and contact clients to request feedback and online reviews
Guide clients through the review submission process and follow up if needed
Administrative & Sales Operations
Support the owners and sales staff with administrative follow-ups and task tracking
Maintain accurate digital records of customers, jobs, permits, and communications
Help build needed spreadsheets
Social Media/Marketing
Collect photos and post to social media accounts
Research and suggest different market strategies that may help build brand awareness
Requirements
Essential Qualifications:
Advanced English proficiency (C1/C2 level) - written and verbal
Minimum 2 years of experience in high-volume customer service or call center environment (80+ calls per day)
Proven ability to manage rapid call flow while maintaining quality and accuracy
Excellent phone communication skills with professional, friendly, and patient demeanor
Strong organizational abilities and exceptional multitasking skills with keen attention to detail
Ability to remain composed and efficient in fast-paced, high-pressure situations
Self-starter with problem-solving mindset and ability to work independently
Reliable high-speed internet connection and professional home office setup with noise-canceling headset
Technical Skills:
Proficient in Microsoft Office and Google Workspace (especially Excel/Google Sheets)
Comfortable learning new CRM and project management software quickly
Experience with phone systems, call logging, and customer database management
Ability to navigate municipal websites and online portals
Basic social media platform knowledge
Fast and accurate data entry skills
Preferred (Not Required):
Previous experience with permitting processes or municipal applications
Background in construction, trades, or home services industry
Experience with payment collection and accounts receivable follow-up
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