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CP Rankin Inc. - Roofing Experts

Customer Service Representative

CP Rankin Inc. - Roofing Experts

Customer Service Representative supporting internal and external customers during account management process at CP Rankin. Will partner closely with Account Managers for client service.

Posted 7/2/2026full-timeChalfont • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Will work with Account Managers daily to problem solve, provide information needed to maintain client relationships, and coordinate with internal support to obtain, organize, and deliver results for exceptional Client management and retention
  • Client relationship management
  • Creatively partner with account managers on projects, estimates, and proposals on contracts both current and potential
  • Provide project insight: Price, quality, and point of sale material
  • Manage data and information entered in our tracking system by the Account Manager for the client projects and their management
  • Attend continuous and development training led by your account manager and other internal groups, as business allows
  • Complete all account receivables for respective clients and account managers
  • Manage and organize system data, in conjunction with account manager, and information in DataForma for clients
  • This list is not all-inclusive and some additional responsibilities may be required as the business demands

Requirements

What you’ll need
  • HS Diploma, GED or equivalent experience required
  • 1-5 years of experience required
  • Communication, interpersonal and negotiation skills
  • Ability to read, analyze and interpret data
  • Favorable result on Background Check
  • Ability to use Data driven documentation and systems, such as Excel, DataForma, and Foundations
  • Must be highly organized and track all account management processing material and contact information
  • Strong organization and supervisory skills
  • Speak clearly and effectively
  • Calculate, manipulate, and interpret numbers/data
  • Read English
  • Use independent judgment and discretion
  • Meet customer expectations
  • Work under stress with interruptions and deadlines
  • Ability to think logically
  • Follow procedures and instructions
  • Use computer effectively and view computer screen
  • Attention to detail
  • Exhibit empathy in all situations
  • Industry and/or position experience a plus

Benefits

Comp & perks
  • Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Data AnalysisData InterpretationExcelDataFormaAccount Management
Soft Skills
Interpersonal SkillsAttention to DetailEmpathyIndependent JudgmentLogical Thinking
Certifications
HS DiplomaGED