Client Experience Agent - Phoenix, AZ - Remote | WFH

Get It - Finance
Phoenix, AZ
Are you a detail-oriented professional with strong multitasking skills? Do you thrive in a fast-paced environment and enjoy providing top-notch client service? If so, we'd love to hear from you! We're looking for a Client Experience (CX) Agent to join our team and play a key role in ensuring smooth and efficient client interactions.

### What You'll Do
As a CX Agent, you'll be at the heart of our operations, working closely with leadership and support teams to create a seamless client experience. Your daily responsibilities will include:

- Engaging with clients via email or their preferred communication method to ensure a positive experience.
- Coordinating and scheduling service technicians efficiently using Gmail and Salesforce.
- Maintaining accurate and up-to-date client records in Salesforce.
- Communicating clearly and professionally with department managers, staff, and clients.
- Assisting service technicians with generating invoices and quotes while ensuring timely cash collection.
- Addressing client inquiries and resolving concerns in a timely and satisfactory manner.
- Collaborating with cross-functional teams to align client service efforts with brand standards.

### About the Role
- Location: Fully remote (must be available to work in the MST time zone).
- Schedule: Monday-Friday, 7:00 AM - 3:30 PM MST.
- Hours: Full-time, guaranteed 40-hour workweek.

### What We're Looking For
While not required, the following experience and skills would be a great plus:

✔️ 2+ years of administrative experience.
✔️ 1+ year of scheduling or dispatching experience.
✔️ Strong written and verbal communication skills with a client-first mindset.
✔️ Excellent attention to detail and ability to follow through on tasks.
✔️ Ability to prioritize and stay organized in a fast-paced environment.
✔️ Experience with Google Workspace and Salesforce (a plus but not required).
✔️ No prior experience in HVAC is needed—we provide training!

If you're passionate about delivering exceptional client experiences and enjoy working in a dynamic and collaborative environment, we'd love to connect with you. Apply today!
Employment Type: Full-Time
Salary: $ 15.00 20.00 Per Hour
Posted 2025-07-27

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