Aquatics Pro: Proposal & Close Specialist

Landmark Aquatic Inc; Pflugerville (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Landmark Aquatic seeks a Customer Service Representative (CSR) to turn field opportunities into customer-ready proposals using approved pricing. The CSR manages proposals, follows up, and coordinates with technicians to close quotes while growing recurring service and chemical revenue within existing accounts.

The role reports to the Operations Manager and participates in Landmark's technician-led selling model, ensuring timely, accurate communication with customers and internal teams.

Qualifications

• Customer service, inside sales, sales support, quoting, order-entry, or related experience preferred.
• Ability to prepare clear and accurate customer proposals from technician notes, photos, field findings, and work-order information.
• Comfort following up directly with customers, addressing routine objections, and moving open proposals toward a decision.

Responsibilities

• Convert technician-identified opportunities into accurate, customer-ready proposals with strong turnaround time.
• Build proposals using approved Landmark pricing and present the scope clearly for approval.
• Maintain a consistent follow-up cadence on every open proposal and document each customer contact in Salesforce.
• Own the close rate on proposals by addressing pricing and timing concerns, and navigate approval steps.
• Grow account penetration by identifying opportunities for recurring service, chemical programs, repairs, equipment, and future capital needs.
• Coordinate with technicians to confirm scope and final outcomes, and route opportunities to the appropriate resource.
• Maintain accurate proposal, customer, activity, and opportunity information in Salesforce throughout the quote-to-close process.

Skills

Customer service

Inside sales

Sales support

Quoting

Order entry

CRM

Tools

Salesforce

Job description

Landmark Aquatic seeks a Customer Service Representative (CSR) to turn field opportunities into customer-ready proposals using approved pricing. The CSR manages proposals, follows up, and coordinates with technicians to close quotes while growing recurring service and chemical revenue within existing accounts.

The role reports to the Operations Manager and participates in Landmark's technician-led selling model, ensuring timely, accurate communication with customers and internal teams.