SimplyHome seeks Client Service Representative

• Initiate or provide a general overview of SimplyHome offerings to interested parties (basic marketing and sales)
• Coordinate details of any SimplyHome product order from start to finish:
• Complete intakes and assessments for new clients
• Add appropriate order information and documents to SalesForce or similar CRM system
• Ship products
• Coordinate installations
• Client follow-up
• Answer Call Center email
• Basic technology troubleshooting
• Primary customer phone support
• Daily checks of monitoring systems
• Updating provider and client information in online customer portals
• Maintain and update SimplyHome internal website support and client support
• Communicating as a liaison with various product call centers
• Heavy database management
• On-site local installations of basic plug and play systems
• Exhibiting at local conferences
• Lunch and Learn support
• Back-up of administrative tasks, such as deposits, processing mail, ordering office supplies, running local errands as needed

• Attend meetings with agencies, providers, vendors or managed care entities
• Create a positive community presence for corporation
• Office meetings as requested

• Provide technical advice and training for customers, key provider staff or other stakeholders
• Cross train with co-workers
• Assist with on-boarding of new customer service representatives

• Ensure compliance with contracts
• Maintain confidentiality of company records
• Ensure company records are well organized and accessible

• Assure contract reporting requirements are met
• Become proficient with presentations.
• Maintain disaster plan as it pertains to records and customer files

• Proficient computer skills (PC and Mac preferred) in Microsoft Word and Excel
• Detail-oriented
• Self-motivated
• Energetic, positive attitude
• The ability to use multiple explanation techniques
• Demonstrates patience
• Comfortable in fast paced environment
• Some travel
• Must pass periodic state and federal Caregiver Background Checks, Department of Justice Criminal Record Check and annual Motor Vehicle Checks (MRV)

• Associate or Bachelor’s degree in Business or Communications preferred
• High school diploma or GED equivalent required
• At least 2 years experience in a Client Services role or related field

• Ability to read and comprehend simple instructions, short correspondence and memos
• Effective verbal and written communicate skills
• Effective presentation skills
• Effective question and answer skills
• Foreign language proficiency is an added bonus

• Understand and use basic math skills
• Able to compute sales tax and percentage
• An ability to create and manage sales and inventory data in Excel format

• Able to apply common sense understanding to carry out instructions and/or provide instructions in written, oral or diagram form as needed
• Ability to problem solve

• Ability to stand, walk, climb stairs, reach with hands and arms, talk and hear
• Able to sit, use hands and fingers, handle and feel objects and tools and balance
• Specific vision abilities required by this job include close vision, distance vision and the ability to focus
• Able to lift up to 40 pounds

• Conditions consist with residential or office setting with varying degrees of background noise
• Lighting and ventilation are consistent with a residential and office setting
• Smoking is not permitted inside any company-owned/operated property or vehicle  
• The office work place is dog friendly
• Employees may occasionally deal with outside weather conditions
• From time-to-time employees are directly involved with the consumers/customers