Appointment Scheduler

POSITION SUMMARY

The Appointment scheduler is the primary contact with our customers, potential customers, and other parties for setting sales appointment leads, scheduling annual maintenance and service opportunities, scheduling installations, and following up on various issues. This position reports to the Department Manager.

ESSENTIAL JOB FUNCTIONS

Sales Appointment Scheduling

• Sets and resets sales appointments through inbound and outbound communication with customers.
• Schedules appointments to maximize efficiency for the company and the sales reps.
• Saves appointments when a customer calls to cancel.
• Meets or exceeds sales lead conversion rates. 

Service Appointment Scheduling

• Schedules annual maintenance and service opportunities for customers in a way that maximizes efficiency for the company and the service technicians.
• Meets or exceeds service goals and maintains full calendars for service technicians.
• Takes ownership of customer escalations, ensures timely communication, and does what is necessary to timely resolve the issue.

Production Installation Scheduling

• Schedules production installations, ensuring that customers are communicated with properly, and crews are set up for success. 
• Ensures that crews are scheduled to their budgeted capacity. 
• Quickly replaces canceled installations so that the company meets weekly revenue goals.

Tactical Support

• Ensures all paperwork, data entry, and correspondence is accurate, timely, and completed according to company procedure.
• Provides tactical support to other departments as needed.

Purpose, Mission, and Values

• Lives out the company’s purpose, mission, and values.
• Provides remarkable customer experiences.

POSITION REQUIREMENTS

• Knowledge of customer service principles and practices. 
• Skill in operating a personal computer and programs. 
• Ability to detect/recognize information in written materials and on computer screens 75-100% of the time.
• Ability to understand, speak, read, and write in English.
• Ability to perform accurate data entry. 
• A high school diploma or GED preferred and 1+ years of experience in customer service OR a combination of education and experience that illustrates a proven track record in this field.
• Ability to exert up to 10 lb. of force occasionally and/or a negligible amount of force frequently or constantly to move objects, maintaining a stationary position most of the time.

The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this position. Such statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of this position. All employees are requested to follow any other job-related instructions and to perform any other job-related duties as requested by their supervisor. Employees may also be required to work in excess of normal working hours as workloads and seasonal activities necessitate. Regular, reliable attendance is considered an essential job function. This document is subject to change at any time without notice. 

I have reviewed, understand, and agree to this job description. I am able to perform the essential job functions outlined in this job description. I understand that if I have any questions about job duties not specified in this job description, I will immediately discuss them with my manager. I have discussed any questions I had about this job description prior to signing it below.