Concierge - CHS

AppFolio; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

AppFolio is seeking a Sales Agent to engage potential and existing clients by phone, delivering tailored solutions that showcase our products and services.

You will manage high-volume outreach, meet daily targets, and maintain accurate CRM records while collaborating with cross-functional teams to resolve issues and improve processes. In-person interviews are required.

Qualifications

• Professional written and verbal communication skills.
• Keen attention to detail.
• Strong background in sales and customer service.
• Computer skills necessary to navigate word processing, email, and web-based applications.

Responsibilities

• Drive Revenue Growth: Meet and exceed daily targets, monthly sales goals, and KPIs by using persuasive communication to promote products, cross-sell, and upsell.
• Manage High-Volume Outreach: Execute scheduled appointment calls within designated windows and handle incoming calls efficiently, ensuring seamless ownership throughout the caller's request lifecycle.
• Deliver Tailored Customer Experiences: Engage existing and prospective clients with a friendly, professional demeanor—answer inquiries, provide accurate quotes, and solve complex problems.
• Master Product & Policy Knowledge: Leverage product expertise and industry regulations, following scripts while knowing when to adapt to client needs.
• Ensure Operational Excellence: Maintain precise CRM records for interactions, transactions, and customer details to drive reporting accuracy.
• Collaborate for Continuous Improvement: Partner with cross-functional escalation teams to resolve client complaints quickly and advise management on system or process improvements.

Skills

Written and verbal communication

Attention to detail

Sales and customer service

Computer skills

Education

High School Diploma or equivalent

Tools

CRM systems

Web-based applications

Job description

Description

AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves.

AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves.

The Sales Agent plays a pivotal role in driving customer engagement and growth. You will connect directly with potential and existing clients over the phone, build strong relationships, and deliver tailored solutions that highlight the value of our products and services.

Your impact

• Drive Revenue Growth: Meet and exceed daily targets, monthly sales goals, and key performance indicators by using persuasive communication to promote products, cross-sell, and upsell.
• Manage High-Volume Outreach: Execute scheduled appointment calls within designated windows and handle incoming calls efficiently, ensuring seamless ownership throughout the caller's request lifecycle.
• Deliver Tailored Customer Experiences: Engage existing and prospective clients with a friendly, professional demeanor—answering inquiries, providing accurate quotes using online pricing tools, and solving complex problems.
• Master Product & Policy Knowledge: Leverage comprehensive product expertise, industry regulations, and communication scripts, knowing when to go off-script to meet specific client needs.
• Ensure Operational Excellence: Maintain precise CRM records for all interactions, transactions, and customer details to drive reporting accuracy and seamless follow-ups.
• Collaborate for Continuous Improvement: Partner with cross-functional escalation teams to resolve client complaints quickly, stay ahead of industry trends, and proactively advise management on system or process improvements.

Qualifications

• Professional written and verbal communication skills.
• Keen attention to detail.
• Strong background in sales and customer service.
• Computer skills necessary to navigate word processing, email, and web-based applications.

Must have

• High School Diploma or equivalent.
• 3+ years of experience in sales and customer service.
• Proficiency with CRM systems and web-based applications.
• Strong verbal and written communication skills with a proven ability to handle high call volumes professionally.
• Critical thinking and problem-solving abilities to adapt quickly to changing customer needs.

Location

Find out more about our locations by visiting our site.

All late-stage candidates complete an in-person meeting with an AppFolian as part of our hiring process.

Compensation & Benefits

The compensation that we reasonably expect to pay for this role is: $120,000.00 - $150,000.00 OTE. The actual compensation for this role will be determined by a variety of factors, including but not limited to the candidate’s skills, education, experience, and internal equity.

Please note that compensation is just one aspect of a comprehensive Total Rewards package. The compensation range listed here does not include additional benefits or any discretionary bonuses you may be eligible for based on your role and/or employment type.

Regular full-time employees are eligible for benefits - see here.

About AppFolio

AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com.

Why AppFolio

Grow

We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves.

Learn

We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills.

Impact

We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities.

Connect

We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.

Paddle as One.

Learn more at appfolio.com/company/careers

Statement of Equal Opportunity

At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That’s why we’re a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you’re always welcome at AppFolio.