Sales & Customer Service Representative (HVAC & Fuel Delivery)

Pay: $20/hour + Monthly Performance Bonus ($300–$1,000 when targets are met)

Location: [City/Region – On-site] • Schedule: Full-time (40 hrs/wk), day/evening/weekend shifts as needed

About the Role

Join a fast-moving HVAC & fuel delivery team. You’ll handle inbound customer requests, quote and close add-on sales, coordinate service and deliveries, and keep accurate CRM records. You will respond to customer inquiries that come in via phone, email, chat, and social media messaging (e.g., Facebook/Instagram/Tiktok—no content creation or posting required.

What You’ll Do

Customer Care & Retention

Answer inbound calls/chats/emails and social media messages; resolve issues and provide ETAs

Enroll customers in budget plans, autopay, price-cap plans; renew annual service plans

Send review requests and post-service follow-ups (templates provided)

Sales & Revenue

Quote & close add-ons: oil deliveries, tune-ups, HVAC Equipment, service plans, tank protection, filters/additives

Maintain a callback list for promos (early-buy/off-peak); execute simple scripts

Dispatch & Operations Support

Verify tank location/access (gates, codes, pets), update driver/tech notes in the CRM

Triage emergencies (no-heat, leaks), reschedule routes, and confirm appointments/ETAs

Admin, AR & Reporting

Take payments, set up e-billing, and perform friendly past-due follow-ups

Keep CRM hygiene (dispositions/tags/notes) and produce a short daily summary

Track basic KPIs (calls answered, sales, CSAT, first-contact resolution)

What You Bring

1+ year customer service or inside sales (call center/retail/service)

Clear phone etiquette, strong typing/data entry, solid email writing

Comfortable with Office/Google Workspace and a CRM (QuickBooks a plus)

Reliable, organized, and calm under pressure—especially during winter peaks

HVAC/fuel familiarity a plus • Bilingual (English/Spanish) a plus

Compensation & Bonuses

$20.00/hour (overtime per law when applicable)

Monthly performance bonus $300–$1,000 tied to goals such as attendance & adherence, CSAT/QA, first-contact resolution, order accuracy, and add-on sales (paid monthly after verification; not guaranteed)

Keep CRM hygiene (dispositions/tags/notes) and produce a short daily summary

Track basic KPIs (calls answered, sales, CSAT, first-contact resolution)

Dispatch & Operations Support

Verify tank location/access (gates, codes, pets), update driver/tech notes in the CRM

Triage emergencies (no-heat, leaks), reschedule routes, and confirm appointments/ETAs

Admin, AR & Reporting

Take payments, set up e-billing, and perform friendly past-due follow-ups

Keep CRM hygiene (dispositions/tags/notes) and produce a short daily summary

Track basic KPIs (calls answered, sales, CSAT, first-contact resolution)

Job Type: Full-time

Pay: $20.00 per hour

Expected hours: 40 per week

Ability to Commute:

- Wading River, NY 11792 (Required)

Ability to Relocate:

- Wading River, NY 11792: Relocate before starting work (Preferred)

Work Location: In person