Client Relations and Data Management

Job Overview: The Virtual Assistant will support Rankin McManus Electrical client engagement and data management efforts across three core areas: ventilation system servicing, ('MoistureMaster’) electrical and appliance customer service, and database management. The role requires excellent communication skills, attention to detail, and proficiency in database and accounting systems.

Key Responsibilities:
1. Ventilation System Client Engagement (Outcome 1):
- Conduct outbound calls to existing MoistureMaster clients to schedule and confirm servicing of positive pressure ventilation systems.
-Identify and pursue opportunities for system upgrades and address customer service issues during calls.
-Follow up on marketing activities and special offers related to the ventilation systems.

2. Electrical and Appliance Customer Service (Outcome 2):
-Perform customer satisfaction calls post-service to ensure electrical equipment and appliances are functioning as expected.
-Build customer rapport and explore opportunities for additional services or products.

3. Data Management (Outcome 3):
-Accurately enter data regarding appliance service requirements ( Coffee) into the company database and accounting system.
-Ensure timely processing of invoices provided by external contractors for services rendered, facilitating prompt payment and record-keeping.

Required Skills and Qualifications:
-Proven experience as a Virtual Assistant or similar role with a focus on customer service and data entry.
-Strong verbal and written communication skills. Brilliant English.
-High proficiency in database management and basic accounting practices.
-Ability to work independently and efficiently in a remote setting.
-Detail-oriented with a commitment to accuracy.

Reporting Criteria:
-Weekly reports detailing the number of calls made, issues resolved, and opportunities identified.
-Monthly summaries of customer feedback and potential areas for improvement.
-Regular updates on the status of data entry, including any discrepancies found and actions taken.

Evaluation Metrics:
-Quality and quantity of customer interactions as measured by service upgrade rates and customer satisfaction scores.
-Accuracy and timeliness of database entries.
-Contribution to overall customer service performance and business growth.