HVAC TB Customer Service Rep Lead
Johnson ControlsAbout the role
Build your best future with the Johnson Controls team
As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!
What we offer
Competitive salary
Paid vacation/holidays/sick time- 15 days of vacation first year
Comprehensive benefits package including 401K, medical, dental, and vision care – Available day one
Encouraging and collaborative team environment
Dedication to safety through our Zero Harm policy
Company vehicle
Check us out: https://youtu.be/pdZMNrDJviY
What you will do
Under general supervision, the Lead Customer Service Representative (LCSR) is responsible for leading, coaching and supporting the Customer Service Representative (CSR's) across the area branches to improve process compliance, productivity and profitability of the service contracts (PSAs and O&M). You will also be responsible for supporting the PSA and O&M forecast and driving to achieve it.
How you will do it
- Engage with Local Market Leadership to ensure understanding of CSR roles and responsibilities. Assists Local Market Leadership in hiring CSRs, providing advice and guidance on the expectations of successful CSR.
- Also engage with Regional Leadership to align renewal forecast.
- Promotes engagement of Local Market Leadership with CSRs to ensure day to day productivity by coaching role clarity. Ensure best practices and leadership messaging are aligned across all branch CSRs.
- Supports the CSRs in local markets to coordinate system changes, training, PSA management, PSA margin requirements & expansion, escalation requirements, payment terms and AR issues, legal contract reviews, and other complex contract related issues.
- Proactively takes the initiative to identify, evaluate and resolve operational process related issues. Initiates action to limit negative outcomes and seek new opportunities for improvements in the new and renewal PSA process.
- Work with individual branch CSRs and management team to identify diluted contracts and at-risk contracts. Conducts deep dive reviews into at risk contracts. Develop a plan of action to increase individual contract/account value along with the branch’s overall blended margin.
- Establish and maintain SOP for CSRs including but not limited to; forecasting, PSA renewal estimate analysis, new PSAs, backlog reviews, and 180-day process.
- Work with Branch CSRs and Branch leadership to conduct PSA / O&M deep dive reviews into contract performance.
- Utilize Power BI to effectively track and improve branch and area KPIs. Provide coaching and training on KPIs that need improvement.
- Training / development of branch CSRs
- Coordination of DOA reviews, DOA GM% reviews, DOA Billing term reviews
- With branch CSRs and Leadership, conduct deep dive PSA and O&M reviews to identify opportunities to improve service delivery, productivity, and expansion opportunities.
- Drive BLR Quality / consistency
- Travel required
Impact and Measurement:
- Drive improvement to PSA Renewal Rate and / or Attrition
- Renewal GM expansion
- NPS score improvement
- Pending transfers
- Under billed PSAs / O&M
- On-time renewals
- PSA Renewal Rate and / or Attrition
- SSV On Time
- PSA Reviews
- RDPs On-time
- PSA / O&M Billed in Advance
- SDP - Quality Review process
- PSA Upsell – Technology (CC, Connected Metasys)
- Goals to include current performance and improvement target.
What we look for
Required
- Must have strong interpersonal skills to effectively communicate with both internal and external clients.
- High school diploma or equiva
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