HVAC Customer Service & Membership Sales Specialist

6 & Fix is hiring an HVAC Customer Service & Membership Sales Specialist to support customers and coordinate service-related sales across its HVAC division. The role prepares repair estimates, communicates with customers, follows up on sales opportunities, schedules field visits, and promotes maintenance memberships.

Responsibilities:

• Prepare and review detailed repair estimates
• Support field technicians by assisting with estimate creation and accurate pricing of repair work
• Communicate clearly with customers regarding estimates, costs, timelines, and next steps, either during or after service calls
• Debrief each service call, ensuring customer information is accurate (equipment, name, address, contact information, etc.), as well as job summary
• Perform daily follow-ups on open estimates and sales opportunities
• Identify required OEM parts and/or for custom pricing for repairs needed or parts-only jobs
• Answer inbound residential and commercial calls promptly (within 3 rings) and ensure calls are handled professionally and accurately
• Coordinate and schedule field supervisors for in-person sales visits and technical lead calls
• Proactively identify, communicate, and close sales opportunities with customers
• Promote and sell maintenance membership plans to enhance customer value and company revenue
• Maintain detailed records of customer interactions, estimates, and follow-up communications in Service Titan
• Contribute to continuous improvement by participating in sales meetings, product training, and skill development activities

Requirements:

• High school diploma or equivalent required
• Prior experience in customer service, inside sales, or dispatching required
• Strong communication and interpersonal skills, with the ability to build trust and rapport with customers
• Ability to set realistic expectations and keep customers informed of schedules, pricing, and timelines
• Excellent organizational and multitasking abilities in a fast-paced environment
• Proficiency in using computers, including Microsoft Office, CRM systems, and web-based tools
• Familiarity with the company's service area or the ability to read and interpret maps effectively
• Experience in the HVAC industry or related trades preferred