• This position is responsible for inbound and outbound contacts via an omnichannel approach to solve customer needs and expand relationships. • Provide a high-quality service experience that generates creative lead and direct selling opportunities. • Answers predominately routine inquires, resolves problems that may require deviation from standard operating procedures, and promotes new products/services to expand customer relationships. • Handles customer calls/correspondence for service, scheduling, and billing inquiries turning great service into revenue generating contacts. • Offers Home Inspection leads to all customers that qualify. • Identify the needs of current and new customers and offer products to close sells and generate revenue and commissions. • Cultivates and maintains on-going customer relationships. • Excellent verbal communication skills with ability to overcome objections and ability to de-escalate situations. • Uses computerized system for identifying customer needs, tracking contacts, information gathering, and/or troubleshooting. • Communicates with branch personnel to resolve service and scheduling issues. • Initiates outbound customer service calls for various campaigns. • Handles incoming calls from technicians to provide support.

• Manage and respond to customer support tickets within HubSpot Service Hub • Communicate with customers via email, live chat, and support inboxes • Troubleshoot and resolve customer issues, escalating when appropriate • Maintain accurate ticket statuses, notes, and customer records • Follow established SLAs, workflows, and support processes • Identify recurring issues and flag trends to internal teams • Collaborate with Marketing, Product, and Operations teams as needed • Update knowledge base articles and internal documentation • Ensure all customer interactions meet brand and quality standards • Assist with onboarding, account questions, and general platform guidance • Perform accurate and consistent B2B data entry within HubSpot, including companies, contacts, deals, tickets, and custom objects • Maintain data integrity by standardizing fields, enforcing naming conventions, and validating required properties • Import, clean, deduplicate, and update large datasets using HubSpot tools and CSV workflows • Manage and maintain custom properties to support reporting, segmentation, and lifecycle tracking • Build and maintain dashboards and reports to support leadership, sales, marketing, and customer service teams • Track KPIs related to pipeline performance, ticket resolution, SLAs, onboarding progress, and customer health • Support B2B reporting needs including account-level views, deal stages, revenue tracking, and trend analysis • Identify data gaps, inconsistencies, or reporting issues and proactively recommend improvements • Collaborate with cross-functional teams to ensure CRM data aligns with operational workflows and business goals • Document data standards, reporting logic, and processes to ensure consistency and scalability

• Manage and respond to customer support tickets within HubSpot Service Hub • Communicate with customers via email, live chat, and support inboxes • Troubleshoot and resolve customer issues, escalating when appropriate • Maintain accurate ticket statuses, notes, and customer records • Follow established SLAs, workflows, and support processes • Identify recurring issues and flag trends to internal teams • Collaborate with Marketing, Product, and Operations teams as needed • Update knowledge base articles and internal documentation • Ensure all customer interactions meet brand and quality standards • Assist with onboarding, account questions, and general platform guidance • Perform accurate and consistent B2B data entry within HubSpot, including companies, contacts, deals, tickets, and custom objects • Maintain data integrity by standardizing fields, enforcing naming conventions, and validating required properties • Import, clean, deduplicate, and update large datasets using HubSpot tools and CSV workflows • Manage and maintain custom properties to support reporting, segmentation, and lifecycle tracking • Build and maintain dashboards and reports to support leadership, sales, marketing, and customer service teams • Track KPIs related to pipeline performance, ticket resolution, SLAs, onboarding progress, and customer health • Support B2B reporting needs including account-level views, deal stages, revenue tracking, and trend analysis • Identify data gaps, inconsistencies, or reporting issues and proactively recommend improvements • Collaborate with cross-functional teams to ensure CRM data aligns with operational workflows and business goals • Document data standards, reporting logic, and processes to ensure consistency and scalability

• Manage and respond to customer support tickets within HubSpot Service Hub • Communicate with customers via email, live chat, and support inboxes • Troubleshoot and resolve customer issues, escalating when appropriate • Maintain accurate ticket statuses, notes, and customer records • Follow established SLAs, workflows, and support processes • Identify recurring issues and flag trends to internal teams • Collaborate with Marketing, Product, and Operations teams as needed • Update knowledge base articles and internal documentation • Ensure all customer interactions meet brand and quality standards • Assist with onboarding, account questions, and general platform guidance • Perform accurate and consistent B2B data entry within HubSpot, including companies, contacts, deals, tickets, and custom objects • Maintain data integrity by standardizing fields, enforcing naming conventions, and validating required properties • Import, clean, deduplicate, and update large datasets using HubSpot tools and CSV workflows • Manage and maintain custom properties to support reporting, segmentation, and lifecycle tracking • Build and maintain dashboards and reports to support leadership, sales, marketing, and customer service teams • Track KPIs related to pipeline performance, ticket resolution, SLAs, onboarding progress, and customer health • Support B2B reporting needs including account-level views, deal stages, revenue tracking, and trend analysis • Identify data gaps, inconsistencies, or reporting issues and proactively recommend improvements • Collaborate with cross-functional teams to ensure CRM data aligns with operational workflows and business goals • Document data standards, reporting logic, and processes to ensure consistency and scalability