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Customer Service Officer (CSO) 1.

Managing Customer

Inquiries • Act as the first point of contact for potential and existing customers via all channels, including Google Ads, Meta, email, website, and phone.

- Provide detailed and accurate information about EcoOrigin’s services, addressing all customer queries and concerns professionally.
- Ensure prompt responses to inquiries within a defined timeframe to maintain a high standard of customer satisfaction. 2.

Scheduling

Inspections • Coordinate with customers to book a FREE, NO OBLIGATION INSPECTION with Clients site assessor.

- Confirm inspection dates and times with customers, ensuring explicit communication.
- Manage and update inspection schedules, ensuring site assessors’ routes are optimized for efficiency (in coordination with the scheduling team).
- Follow-Up and Quotation Support • Ensure customers receive quotations promptly after their site inspection.
- Answer any follow-up questions customers may have regarding the quotation and assist them in understanding the proposal.
- Maintain regular communication with customers to keep them engaged and informed during the decision-making process.
- Approval and Payment Handling • Guide customers through the quotation approval process, ensuring they understand the steps to approve via email.
- Monitor for deposit payments and provide reminders, as needed, to ensure timely payment.




- Acknowledge receipt of deposits and update relevant systems to reflect the status. 5.

Installation

Scheduling • Collaborate with the scheduling team to finalize installation dates and times once the deposit is received.

- Notify customers about their confirmed installation schedule, providing all necessary details and contact points for further inquiries. 6.

Customer Relationship

Management • Maintain strong relationships with customers, providing a seamless experience from the first inquiry to post-installation. Handle any complaints or issues with professionalism and escalate to the manager when necessary.

- Follow up with customers after installation to ensure satisfaction and gather feedback for improvement.
- Data and Reporting • Accurately log all customer interactions, inquiries, approvals, and payments in the CRM system.
- Provide daily or weekly reports to the manager, highlighting lead status, inspection updates, and customer satisfaction levels.
- Monitor key performance indicators (KPIs), such as response time and lead conversion rates, and suggest improvements to processes. 8.

Process

Improvement and Team Collaboration • Suggest ways to streamline and improve customer interaction processes based on customer feedback and challenges encountered.

- Collaborate with the sales and scheduling teams to ensure a seamless flow of information and minimize customer delays.

📌 Customer service officer (Ahmedabad)
🏢 MM Staffing u0026 Career Consultants
📍 Ahmedabad