The Role
Schedules in-home technician measurement appointments through outbound calls, texting, and inbound customer support. Uses CRM, routing, and mapping software to schedule appointments, optimize technician routes, manage reschedules, document customer information, and resolve objections or order-related questions. Coordinates with technicians and branch associates while meeting daily scheduling targets and escalation procedures.
Summary Generated by Built In
One Goal, One Passion - Growth is Everything at Window Nation
Recruiting the best talent is one of Window Nation's main goals. With growth always being our number one priority, we're committed to finding and keeping the best employees possible. We want you to be your authentic self, we want you to love what you do, we want you to grow with us. Grow professionally and grow personally. We know that we all grow together at Window Nation, and we are proud of that. One Goal, One Passion - Growth is Everything at Window Nation.
The Scheduling Coordinator utilizes outbound contact methods to recent customers to schedule a technician for in-home measurements within manufacturing specifications following Window Nation recommended guidelines. The Scheduling Coordinator will use routing software to determine efficient routing for the technicians to maximize productivity while exceeding customer expectations.
Core Role Responsibilities
- Customer contact via outbound phone calls and/or texting customers with software to schedule measure appointments
- Receives inbound phone calls for scheduling follow ups and acts as go-between for customers when they request information related to their order
- Overcomes customer objections and works to get measure scheduled on next day available
- Scheduling of measure completed in CRM software with relevant notes for technician
- Manages unscheduled customers following defined escalation protocols
- Works daily to ensure technician calendar meets Window Nation standards for targeted measures per day with minimal drive time
- Utilizes mapping software to generate efficient route for technician while balancing drive time and customer specific requests
- Handles customer requests for reschedules
- Works closely with assigned technicians and branch associates maintaining positive working relationship
Basic Qualifications
- High school Diploma or GED
- 2+ years of experience in a customer support role (in person or on phone)
Preferred Qualifications
- 1+ years’ experience working in an office setting with proven collaborative work style
- Experienced using CRM system
- Strong verbal and written communication skills
- Customer-centric mind set
- Proficient in Microsoft Office Suite (Outlook, Word & Excel)
- Familiarity with working with maps/scheduling is a plus
- Demonstrated success in deadline-driven and high-pressure environment
#LI-NB1
Window Nation cultivates a culture of inclusion that respects our employees' individual strengths, views, and experiences. We believe our differences make us a better team – one that makes good decisions, drives innovation, and delivers better business results.
At this time, Window Nation is unable to provide sponsorship for employment visas now or in the future. Candidates must be authorized to work in the United States on a permanent basis without the need for current or future visa sponsorship.
All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
Skills Required
- High school diploma or GED
- At least 2 years of experience in a customer support role, in person or by phone
- At least 1 year of office experience with a collaborative work style
- Experience using a CRM system
- Strong verbal and written communication skills
- Customer-centric mindset
- Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel
- Familiarity with maps and scheduling
- Demonstrated success in deadline-driven and high-pressure environments
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The Company
What We Do
Window Nation sells and installs replacement windows and doors for homeowners, with customizable styles and products tailored to home needs. Its services include professional installation and trained exterior design consultants who help customers choose suitable options. The company emphasizes energy-efficient products and customer relationships, serving the residential repair and remodeling market across communities in the United States through a growing network of showrooms.
