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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and organizational skills, effectively utilizing tools like DataForma and Excel to manage data and support account management processes. Exhibits excellent communication and negotiation abilities while maintaining attention to detail and meeting customer expectations.

Highest-signal resume keywords

Client Relationship ManagementData ManagementCommunication SkillsOrganizational SkillsNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisData InterpretationExcelDataFormaAccount Management

Soft Skills

Interpersonal SkillsAttention to DetailEmpathyIndependent JudgmentLogical Thinking

Tools & Technologies

DataFormaExcelFoundations

Certifications & Qualifications

HS DiplomaGED

Industry Keywords

Client ManagementAccount ReceivablesProject ManagementCustomer ExpectationsBackground Check

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.