engagement efforts. Understand and align with customers' business objectives, providing guidance on how Workiz can best support... in office/2 days remote and is open to candidates in the Austin area only. Why Join Workiz?: As a trailblazing SaaS company...
that values professional growth and values your input? Look no further! Workiz, a dynamic and rapidly growing organization..., is seeking a Customer Success Manager to join our team. With a start-up mentality and limitless potential, Workiz...
. Understanding of OSHA compliance and CRM systems (Workiz preferred). Strong communication and coaching abilities. Valid...
Strong understanding of residential/commercial field operations and OSHA safety practices Familiarity with CRM systems (Workiz...
fuel/downtime/GPS for optimization Routing & Field Support Build/monitor routes in Workiz;verify accuracy... improvements Inventory & Equipment Management Track van tools/materials via Workiz;ensure daily stocking and restocking...
jobs and appointments using company CRM (Workiz) and Google Calendar. ⢠Confirm and update booking details for same-day and next-day... complaints to owner promptly. CRM & Data Entry ⢠Accurately log all calls, bookings, and customer interactions in Workiz...
, chimney caps). Document jobs with photos/notes in CRM (e.g., Workiz);ensure accurate invoices. Maintain stocked...
., Workiz). Maintain clean, organized work areas and company van;perform daily equipment checks. Deliver professional...
to the job file, and complete all notes, estimates, and status updates in the company CRM (e.g., Workiz) before leaving the...
. Strong knowledge of residential/commercial operations, safety (OSHA), and CRM tools (e.g., Workiz). Excellent communication...