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About the Role
This role focuses on general office administration, customer service, and supporting the business's daily operations. It offers the opportunity to welcome new customers, manage inquiries, and guide prospective clients. As familiarity with services grows, there will be chances to take on sales responsibilities, develop commercial skills, and earn additional income through commission.
Responsibilities
- Manage and coordinate boiler and air source heat pump servicing, including customer reminders, bookings, and follow-up communications.
- Complete manufacturer product and warranty registrations, ensuring accurate records are maintained.
- Assist with the administration of the company vehicle fleet, including servicing, MOTs, insurance, and general vehicle records.
- Maintain accurate customer information, job records, and documentation within the Simpro management system.
- Support the scheduling and coordination of engineers and customer appointments.
- Liaise with customers, engineers, suppliers, and team members to ensure smooth job progression.
- Assist with general office administration and other operational tasks as required.
- Act as a friendly, professional, and confident first point of contact for customers via telephone, email, or website.
- Handle new sales inquiries, asking relevant questions to understand customer requirements and identify the next steps.
- Qualify and organize incoming inquiries, directing customers to the correct service, appointment, or team member.
- Build rapport with prospective customers and maintain communication during the early stages of their inquiry.
- Arrange initial consultations, surveys, and follow-up appointments with appropriate team members.
- Proactively follow up with prospective customers, keeping conversations moving forward and ensuring opportunities are not overlooked.
- Maintain accurate customer notes and inquiry records to support a structured sales process.
- Follow up on quotations and help customers make informed purchasing decisions.
- Develop the confidence to discuss services, explain benefits, and address customer objections.
- Manage customer inquiries and progress opportunities through the sales process.
- Help convert inquiries into confirmed appointments and accepted quotations.
- Work towards agreed sales targets with the opportunity to earn commission.
Requirements
- Previous experience in office administration, customer service, or a similar role.
- Confident, friendly, and professional telephone manner.
- Comfortable starting conversations with new customers and asking questions to understand their needs.
- Strong organizational skills and the ability to manage several tasks and priorities.
- Excellent attention to detail and a reliable approach to completing administrative work.
- Good written communication and computer skills.
- A proactive attitude, with the confidence to take ownership of tasks and follow them through.
- Willingness to learn new systems, processes, and technical information.
- A positive, enthusiastic personality and the ability to work well within a small team.
- An interest in developing customer relationship and sales skills.
- Experience working in plumbing, heating, air conditioning, renewables, construction, or a related industry (desirable).
- Previous experience in a customer-facing sales or sales support role (desirable).
- Experience using CRM or job management software such as Simpro (desirable).
- Experience managing service schedules, customer appointments, or maintenance contracts (desirable).
- Previous involvement in following up on quotations or converting customer inquiries into sales (desirable).
Skills
- Office Administration
- Customer Service
- Sales
- Communication Skills
- Organizational Skills
- Attention to Detail
- Computer Skills
- Relationship Building
- Problem-Solving
- CRM Software
- Simpro
Location
- Not specified
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- £26,000–£29,000 per annum
- Opportunity to earn additional sales commission
Benefits
- 20 days' annual leave plus 8 bank holidays
- 3 additional paid holidays during Christmas shutdown
- Workplace pension scheme
- Training on products, services, and business systems
- Opportunities for professional development
About the Company
- Cloverleaf Plumbing, Heating & Renewables has been established since 1994, specializing in plumbing, heating, air conditioning, and renewable energy solutions.
- The company helps homeowners and businesses improve comfort and energy efficiency.
- It is a growing business looking for enthusiastic individuals to join its office team.
Equal Opportunity
- Not specified