What are the responsibilities and job description for the Front Office/Customer Service Representative position at Closets By Design?
Benefits:
Role Overview
Schedule: Tuesday- Friday 8am-5pm, Saturday 9:30am-4pm
The Front Office and Sales Support role is responsible for supporting daily operations across front office functions, sales coordination, and workflow management. This position ensures smooth communication between clients, sales, and operations while maintaining accuracy, organization, and timely follow-up throughout the project lifecycle.
Key Responsibilities
- Dental insurance
- Health insurance
- Paid time off
Role Overview
Schedule: Tuesday- Friday 8am-5pm, Saturday 9:30am-4pm
The Front Office and Sales Support role is responsible for supporting daily operations across front office functions, sales coordination, and workflow management. This position ensures smooth communication between clients, sales, and operations while maintaining accuracy, organization, and timely follow-up throughout the project lifecycle.
Key Responsibilities
- Front Office Support
- Answer incoming phone calls and direct inquiries appropriately
- Schedule and confirm lead appointments
- Assist with client communication and issue resolution
- Support installation-related inquiries, including punch list coordination
- Send payment links and assist with payment processing
- Manage and update the installation scheduling board
- Receive and organize incoming sales orders
- Provide workflow financial support (after training)
- Conduct 10-day confirmation calls prior to install
- Complete post-install follow-up calls as needed
- Sales Team Support
- Manage reports, including tracking payments
- Complete 48-hour follow-ups with clients and prospects
- Upload and manage Pixieset galleries
- Maintain inventory of soft supplies for designers
- Communicate with designers regarding paperwork and timelines
- Active projects
- Unsold opportunities and follow-ups
- Assist in training and coaching on Lite & Simple designs
- Support and participate in sales meetings
- Paperwork & Workflow Coordination
- Perform plan checks on all projects
- Assist with Closet Pro proposals and design support
- Ensure completion of 48-hour MPW follow-ups
- Scan and deliver completed paperwork to engineering
- Resolution Support
- Monitor email communications for engineering-related issues
- Assist in resolving project kickbacks or discrepancies
- Coordinate with designers to obtain required responses
- Verify all issues are resolved and properly documented
- Strong organization and attention to detail
- Effective communication across teams and with clients
- Ability to multitask and manage multiple workflows
- Problem-solving and follow-through mindset
- Proficiency in internal systems and reporting tools
- Timely and accurate handling of client communication and scheduling
- Seamless coordination between sales, design, and operations
- Minimal delays due to paperwork or workflow gaps
- Proactive follow-up and issue resolution
- Strong support that enables the sales team to focus on closing and designing