Customer Service Generalist

Description

JOB SUMMARY

The TEAM GENERALIST – PC is a versatile, cross trained team member responsible for supporting daily operations, ensuring coverage across multiple roles, and assisting with contractor recruiting and onboarding. This position provides essential administrative and operational support, helps maintain workflow when team members are out, and contributes to the efficiency and productivity of the entire department. 

JOB DUTIES AND RESPONSIBILITIES

1. OPERATIONAL AND TEAM COVERAGE: Providing cross-functional support across all team operations and processes to ensure continuity of service. Responsibilities include serving as coverage for team members who are out, maintaining working knowledge of all core team roles to step in as needed, and assisting with daily tasks, workflow, and communication during staff absences or high-volume periods. 
2. CONTRACTOR RECRUITMENT AND ONBOARDING: Supporting contractor recruitment by sourcing candidates, screening and verifying qualifications, scheduling interviews, and maintaining recruitment pipelines. Additional responsibilities include communicating with prospective contractors regarding availability and credentials, collecting onboarding documents, verifying requirements, coordinating background checks, and ensuring all onboarding steps are completed prior to assignment. This role also maintains organized and accurate records of contractor information and onboarding progress. 
3. BID AND PROPOSAL SUPPORT: Tracking open bids and proposals and following up with contractors, internal teams, and external partners to ensure timely submission and required documentation. Duties include monitoring deadlines, collecting and verifying bid-related information, ensuring status updates are communicated clearly, and maintaining organized bid documentation, logs, and communication records for team reference. 
4. ADMINISTRATIVE AND CROSS-FUNCTIONAL SUPPORT: Providing general administrative assistance such as data entry, email management, document preparation, and scheduling coordination. This role updates spreadsheets, databases, and internal systems to maintain accurate and current information, assists in preparing reports and summaries for management, and supports process improvement efforts by contributing to the development of efficient workflows and operational enhancements. 
5. COMMUNICATION AND COLLABORATION: Acting as a liaison between internal departments to ensure smooth and timely information flow. Responsibilities include responding to internal and external inquiries in a professional manner, collaborating with team members to support ongoing tasks, and participating in team meetings to provide updates on recruitment, bids, administrative needs, and other support functions. 
6. PERFORMS OTHER ESSENTIAL DUTIES AS ASSIGNED. 

EQUIPMENT OPERATED: General office equipment (fax machine, copier, desk phone, scanner)

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of customer service principles and best practices for communication with contractors and internal stakeholders. 
• Knowledge of administrative practices, workflow support, and onboarding documentation requirements. 
• Knowledge of bid tracking, proposal support, and contractor onboarding processes. 
• Ability to adapt quickly to changing workflows, staffing needs, and priority tasks. 
• Ability to maintain confidentiality and handle sensitive contractor and company information. 
• Ability to maintain effective working relationships through professional communication and follow-up. 
• Ability to prioritize and manage multiple tasks in a fast-paced environment. 
• Skilled in written and verbal communication for internal coordination and external contractor communication. 
• Skilled in organization, time management, and documentation accuracy. 
• Skilled in basic data entry, tracking, and reporting functions. 
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)

Requirements

MINIMUM QUALIFICATIONS: High School diploma or equivalent, PLUS Two years of customer service or administrative experience

PREFERRED QUALIFICATIONS Experience with Salesforce or similar customer management platforms Familiarity with work order processes and contractor communications. 

SPECIAL QUALIFICATIONS Must pass a criminal background check.  Must be AGILE. The ability to hold yourself and others Accountable, have a personal Growth mindset, ability to act with Integrity, ability to demonstrate Leadership attributes to motivate and support coworkers, and practice Everyday Improvement. 

WORK CONDITIONS:  Works in a heated and cooled office environment. Prolonged periods of sitting at a desk and working on a computer. Must be able to occasionally lift up to 15 pounds.

The above describes the general content and requirements for this job. It is not intended to be an all­ inclusive list of duties, responsibilities, or requirements.