HVAC Membership Administrator

The purpose of the Membership Administrator position is to ensure we are providing the highest level of customer service to our recurring members while maintaining accurate and up to date records to streamline internal processes. The qualified candidate will have a working knowledge of Residential HVAC Service Contracts and Service Titan experience. The candidate must be comfortable calling customers on a daily basis to update profiles, schedule recurring services, and offer memberships to non-members.

Job Duties
Using Service Titan Software
1.Call customers with Failed Payments at the beginning of each month to update card info
2.Schedule Recurring Services
3.Manage Smart AC Dashboard
4.Manage the Recurring Services Report in Service Titan
5.Follow up and sell memberships on completed service calls and tune-ups
6.Happy Calls and Thank you Cards for Members after service and maintenance visits
7. Call non-members and offer to convert to membership after tune up completion
8. Review all member customer profiles to ensure that equipment information is entered and updated

Requirements:
1. English Speaking
2. Service Titan Software Proficiency
3. Working knowledge of residential service contracts
4. Customer support experience
5. Phone skills