Customer Care Dispatch and Membership Coordinator

Summit Services is looking for an organized, energetic, and customer-focused Customer Care, Dispatch & Membership Coordinator to join our team.

This position plays a key role in the day-to-day success of our service department by providing an exceptional customer experience, coordinating technician schedules, and managing our customer membership program.

The ideal candidate is a strong communicator who enjoys working with customers, can stay organized in a fast-paced environment, and is comfortable working toward scheduling, membership, customer service, and company performance goals.

• Answer incoming customer calls professionally and provide an exceptional first impression.
• Identify customer needs and convert qualified inbound calls into scheduled service appointments.
• Schedule and dispatch technicians while maintaining an efficient and productive daily schedule.
• Match the right technician to the right call based on location, skill set, customer needs, and service opportunity.
• Monitor technician schedules throughout the day and make adjustments as needed.
• Proactively communicate with customers regarding technician arrival times, delays, or schedule changes.
• Make outbound calls to fill available schedule openings and support service department goals.
• Maintain accurate customer, equipment, appointment, and membership information in our CRM.
• Coordinate preventative maintenance appointments for membership customers.
• Manage membership renewals and proactively contact customers with upcoming or overdue maintenance.
• Follow up with expired or canceled memberships and assist with customer retention.
• Educate customers on membership benefits and identify opportunities to enroll new members.
• Assist technicians with scheduling, customer information, membership questions, and other service-related needs.
• Professionally address customer questions or concerns and escalates issues when appropriate.

• Service Titan (or similar) experience
• Excellent phone, customer service, and communication skills.
• Strong organization and ability to manage multiple priorities.
• Comfortable working in a fast-paced environment where schedules can change throughout the day.
• Ability to remain calm and professional when handling difficult situations.
• Confidence discussing services, scheduling appointments, and explaining membership benefits.
• Strong computer skills and ability to learn CRM and scheduling software.
• Attention to detail and commitment to maintaining accurate customer information.
• Dependable, positive, and team-oriented attitude.
• Comfortable working toward measurable goals, including booked calls, schedule utilization, memberships, renewals, and customer satisfaction.
• Previous customer service, dispatching, call center, home service, or membership experience is preferred but not required for the right candidate.
• Previous experience selling memberships over the phone helpful but not required

A successful Customer Care, Dispatch & Membership Coordinator keeps our technicians productive, our schedule full, and our customers informed. You will help ensure that opportunities aren't missed, membership customers receive the service they've been promised, and every customer interaction reflects the level of service Summit Services expects.

• Health Insurance with Employer Contribution
• Dental, Vision, and Several Other Supplemental Insurance Options
• 401(k) Retirement Plan with 4% Employer Match
• Paid Time Off
• Paid Holidays
• Additional Employee Benefits & Discounts
• Positive Company Culture & Company Activities
• Career Growth Opportunities