Front Desk Receptionist and Customer Service Representative

Window World of Southwest Florida

Front Desk Receptionist and Customer Service Representative

Fort Myers, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Dental insurance

    Health insurance

    Paid time off

    Benefits/Perks

    Process/systems training.

    Paid time off.

    Paid Holidays.

    Family culture.

    Medical Insurance.

    Dental Insurance.

    Company Overview

    Window World is the largest exterior remodeler in the United States and we are looking for highly motivated professionals to offer a best-in-class customer experience in support of our wide array of residential exterior remodeling products. Our energy-efficient products are backed by industry-leading warranties, and we offer exceptional attention to detail and customer care. Our mission is simple: to combine exceptional quality and workmanship with superior service at affordable prices.

    Job Summary

    Window World Front Desk Receptionist and Customer Service Representative will work with both current and potential customers in a variety of tasks. Day-to-day, this person will manage a high volume of inbound/outbound calls and work within a customer relations management tool (CRM) to schedule appointments and record customer data.

    Key Responsibilities Client & Call Management

    Answer all incoming calls to the local office, identify client accounts, and route calls to the appropriate department or team member.

    Greet showroom guests professionally and guide potential clients through available samples.

    Confirm appointments and assist with lead setting to support sales efforts.

    Sales Lead Setting

    Proactively set and manage sales leads in coordination with design consultants.

    Ensure accurate documentation and follow-up of all incoming leads.

    Support lead conversion by scheduling appointments and maintaining lead tracking systems.

    Sales & Contract Support

    Upload property appraiser floor plans and relevant property information into the system.

    Communicate effectively with design consultants to ensure smooth operations.

    Review, prepare, and submit new contracts for netting.

    Schedule PIS/re-measure appointments in 360 after contracts are netted.

    Scan and record received documents from design consultants in the 360 system.

    Sales Administration

    Maintain and update the local office sales board.

    Ring the sales bell for every new contract received in 360.

    Send daily recap emails to the VP of Sales summarizing previous day’s sales, quotes, and leads.

    Track and report sales data for weekly recap meetings.

    Send daily emails to design consultants outlining completed installs, payments received, and happy clients for referral opportunities.

    Payroll & Reporting

    Review, prepare, and submit design consultant payroll accurately and on schedule.

    Executive Support

    Assist the VP of Sales with administrative tasks including:

    Drafting and distributing agendas for sales meetings.

    Managing email communications with design consultants.

    Coordinating manufacturer sample requests and follow-ups.

    Supporting demo/no-sale rehash efforts and ongoing installation follow-ups for site visits.