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Customer Success Coordinator

Customer Success Coordinator





At PowerTech, we don’t just maintain systems: we power progress. As a trusted provider of commercial, industrial, and residential maintenance, electrical, and generator services, we deliver reliable solutions that keep our customers up and running when it matters most. We’re more than just a team. PowerTech is a power house of innovation and reliability, driven by a mission to provide top-tier support to those who depend on uninterrupted power.


We’re a fast-growing company founded by entrepreneurs who value grit, innovation, and growth and built on the belief that people matter: our clients, our community, and most importantly, our team. At PowerTech, your skills are recognized, your ideas are heard, and your work makes a real impact. Join us and help drive the future of power solutions.


The Customer Success Coordinator is a key player in ensuring seamless daily operations, customer satisfaction, and effective coordination across teams. This role is responsible for managing administrative tasks, maintaining accurate customer and job data, supporting billing and scheduling, and serving as the primary point of contact for customer inquiries. The ideal candidate is highly organized, detail-oriented, and capable of multitasking in a fast-paced environment while consistently delivering exceptional, professional customer service. Success in this position requires excellent communication skills, proficiency with digital tools, a problem-solving mindset, and the ability to collaborate effectively across departments.


What We Offer:

  • Company-paid medical insurance to support your health and well-being.
  • Comprehensive dental & vision coverage available.
  • Generous paid time off to recharge and relax.
  • Six paid holidays for work-life balance.
  • 401(k) with 4% company match to invest in your future.
  • A thriving company that values integrity, hard work, and pride in a job well done.
  • Career growth through hands-on training, professional development, and advancement opportunities.
  • A collaborative and supportive environment where teamwork and continuous learning are encouraged.


What You’ll Do:


  • Serve as the first point of contact for customer inquiries from both current and prospective customers via phone, email, chat, and in-person interactions.
  • Deliver prompt, accurate, and professional responses with a customer-first mindset, addressing questions, concerns, and issues expediently.
  • Manage a multi-line phone system, provide information, and route calls appropriately.
  • Maintain ownership of customer issues from initial contact through resolution, including escalation of service issues to the appropriate team members and effective conflict resolution.
  • Act as a liaison between customers and field electricians to relay messages, updates, and scheduling information.
  • Collaborate with customers, vendors, technicians, sales staff, and department personnel to provide clear, accurate, and timely communication.
  • Accurately enter, update, and maintain complete customer, job, and service data within CRM or field service management systems.
  • Generate reports, summaries, and documentation related to program services and customer interactions.
  • Assist with billing inquiries, process payments (credit cards, check logging), and support accounts receivable tasks.
  • Maintain organized and accurate records to ensure consistency, compliance, and accessibility across systems.
  • Leverage Microsoft Office Suite and other digital tools to support daily operations, administrative tasks, and departmental needs.
  • Identify process gaps or inefficiencies and proactively suggest solutions to improve operational efficiency and customer experience.
  • Support continuous improvement through feedback, cross-training, and independent learning.
  • Meet or exceed customer satisfaction and performance metrics.

 

Required:

 

  • 1–3 years of experience in customer service, front desk, or office administration (preferred).
  • Experience in HVAC, plumbing, electrical, or skilled trades environments is a plus but not required.
  • Strong customer engagement skills, including follow-up on estimates, scheduling, and addressing objections.
  • Proven attention to detail in documentation, data entry, and written communication.
  • Strong time management skills; able to multitask, prioritize, and stay composed in a fast-paced environment.
  • Comfortable using standard office equipment and technology with moderate supervision.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems (e.g., ServiceTitan).
  • Strong problem-solving skills and a calm, professional approach to customer concerns.
  • Positive attitude with a collaborative, team-oriented mindset.
  • High level of professionalism, discretion, and commitment to confidentiality.
  • Self-motivated, reliable, and eager to learn and grow within the role.

What We Value

Delivering stable, reliable, and high-quality work in every task.

Responding positively to feedback, instructions, and constructive input.

Asking thoughtful questions and seeking clarity to overcome challenges.

Communicating proactively with leaders and peers about key updates or obstacles.

Using time efficiently and taking initiative when workload allows.

Offering help to colleagues and contributing to a team-first culture.

Working with minimal supervision while demonstrating self-motivation and accountability.

Maintaining dependable attendance, punctuality, and a strong on-site presence when needed.

Approaching communication with respect, empathy, and professionalism.

Fostering collaboration, trust, and a positive workplace environment.

Embracing continuous learning and professional growth.

Demonstrating sound judgment and problem-solving skills under pressure.

Adapting quickly to shifting priorities or changing environments.

Taking ownership of actions, outcomes, and contributions to company goals.

Showcasing resilience, follow-through, and a solutions-oriented mindset.


Physical Requirements


Ability to remain in a stationary position (e.g., seated at a desk) for extended periods of time.

Frequent use of hands and fingers for typing, handling documents, and operating office equipment (e.g., computer, phone, copier, fax).

Ability to move about the office to access files, supplies, office equipment, and assist visitors.

Occasional lifting or moving of items up to 25 pounds (e.g., office supplies, packages).

Clear vision and hearing required for reading documents, computer work, and communicating effectively in person and via phone.

Ability to speak clearly and be understood in one-on-one conversations and during phone calls.


PowerTech is committed to providing equal employment opportunities in an inclusive and respectful workplace. We make all employment decisions based on qualifications, merit, and business needs without regard to race, color, national origin, religion, sex, sexual orientation, gender identity or expression, marital or family status, age, veteran status, disability, genetic information, political affiliation, or any other characteristic protected by applicable laws. PowerTech is proud to foster a work environment that values diversity and prohibits discrimination or harassment of any kind.

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