Customer Service Representative

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Our customer service team is an engaged group of professionals focused on creating a consistent customer experience that aligns with our company brand. Our team sets the stage for a world-class customer experience beginning with a customer’s first interaction with our brand. To build on our market success, we’re searching for a highly driven customer service representative and events specialist to join our team. This is a dual-role position. Requiring work in the office and the field at various trade shows and community events. This position is responsible for generating leads and setting appointments for estimates successfully. Our ideal candidate is committed to excellence, professional, positive, and sincere.

About the Position

Work alongside the CSR team to manage incoming leads: phone, email, and web submission

Set appointments for outside sales/roofing estimators

Prepare estimates for Home Care customers and follow up on bids

Event Lead Generation - Assist with event load in and load out, attend events as lead generator/event specialist

Outbound calling as needed to follow up on potential leads

Ability to effectively manage CRM, including setting up new profiles and maintaining existing ones

Understanding of and implementation of lead qualification standards when setting appointments

Consistent management of lead pipeline - moving leads through the funnel to set appointments

Administrative duties associated with leads and sales

Teamwork and motivational skills

Maintain a problem-resolution-oriented frame of mind

Ability to thrive in a fast-paced work environment

Requirements

Experience in event marketing and lead generation

Ability to provide professional and positive customer experiences

Previous experience with a CRM or equivalent system

Understanding of sales principles and customer service practice

Excellent communication skills: phone, email, in-person

Must be flexible with changing priorities and schedules that align with office shifts as well as event shifts

A genuine commitment to teamwork and doing right by others and alignment with our core values: committed to excellence, professional, positive, and sincere