Client Success Coordinator and Dispatcher

We are looking for a highly organized, customer-focused Support Representative / Client Success Coordinator to become the communication hub between our customers, technicians, office staff, and suppliers.

This is an excellent opportunity for someone who enjoys helping people, multitasking, and keeping operations running smoothly.

Key Responsibilities

Customer Communication

• Answer incoming phone calls professionally.
• Respond to customer inquiries promptly and courteously.
• Schedule appointments and service visits.
• Confirm appointments with customers.
• Notify customers when technicians are on the way.
• Follow up after completed jobs to ensure customer satisfaction.
• Handle customer concerns professionally and escalate when necessary.

Dispatch Coordination

• Coordinate daily technician schedules.
• Dispatch technicians to service appointments.
• Monitor technician progress throughout the day.
• Inform customers of arrival times and schedule changes.
• Reschedule appointments when necessary.
• Coordinate emergency service calls.

CRM & Data Management

Maintain accurate records by updating:

• CRM
• Google Sheets
• Customer information
• Job status
• Appointment schedules
• Estimates
• Work orders
• Technician notes
• Payment status
• Supplier information

Attention to detail is essential.

Supplier Communication

Communicate with suppliers regarding:

• Glass orders
• Hardware availability
• Material lead times
• Delivery schedules
• Product pricing
• Purchase orders
• Order tracking

Follow up to ensure materials arrive on time for scheduled installations.

Administrative Support

Assist with:

• Creating work orders
• Updating job notes
• Organizing digital documents
• Tracking outstanding estimates
• Monitoring customer follow-ups
• Supporting the sales and operations teams
• Maintaining organized electronic records

Daily Responsibilities

• Answer incoming calls.
• Make outbound customer calls.
• Dispatch technicians.
• Update CRM.
• Update Google Sheets.
• Communicate with suppliers.
• Coordinate deliveries.
• Confirm appointments.
• Notify customers when technicians are en route.
• Follow up on completed projects.
• Assist with scheduling changes.
• Keep management informed of any issues affecting customer satisfaction.