Customer Experience Representative

bakerroofing; North Carolina; Hybrid; USD 35,000 - 55,000; Full time

Job summary

Baker Roofing Company in North Carolina is seeking a Customer Experience Representative to contact prospective and existing customers by phone, text, and email to generate interest and schedule meetings with a Baker Sales Professional. The role involves entering information into CRM (Salesforce/CRM) and coordinating appointments, with emphasis on accurate data updates and professional communication.

Candidates should have at least a high school diploma and 1 year outbound sales or

Qualifications

• Education: High School Diploma or higher (College preferred).
• 1 year of outbound sales or appointment setting experience.
• Fluent English communication required.

Responsibilities

• Manage lead files and prioritize steps to maximize opportunities.
• Communicate Baker offerings, scheduling, and follow-through with customers.
• Work within CRM/Salesforce/Excel and other tools for data entry.
• Assist in scheduling of sales personnel and coordinate team activities.
• Notify management of trends or issues in customer interactions.
• Maintain accurate CRM updates and assign tasks to colleagues as needed.

Skills

Outbound calling

CRM

Customer service

Microsoft Office

Communication

Education

High School Diploma

College Preferred

Tools

Salesforce/CRM

Microsoft Outlook

Excel

Job description

Baker Roofing Company – Customer Experience Representative

Baker Roofing invests in our employees by empowering success and offering training courses. We value our employees by providing competitive benefits, prioritizing safety, and emphasizing work-life balance. With more than 25 locations across the Southeast, Baker Roofing Company is an industry leader in providing an outstanding experience in commercial roofing, residential construction, metal fabrication, restoration, and more. We pride ourselves on over 100 years of quality work, investing in our employees, and providing a family‑centered culture.

Summary

Customer Experience Representative is responsible for placing outbound phone calls, texts, and/or emails to prospective customers and/or existing customers. The purpose is to generate customer interest and set up an appointment for a Baker Sales Professional to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will set up the information in the Customer Relationship Management (CRM) tool as well as schedule the appointment for the Sales Professional.

Minimum Qualifications

• Education: Minimum High School Graduate / College Preferred
• Years of Experience: Minimum of 1 year outbound sales / appointment setting
• Certifications: None
• Language Skills: Must speak English fluently
• Driver License: Preferred

Knowledge, Skills, and Abilities

• Experienced with Microsoft Outlook, Word, Excel at an intermediate level
• Excellent written and verbal communication skills
• Strong interpersonal skills and ability to work effectively with peers, clients, vendors, and a wide range of people with diverse cultural backgrounds
• Possess a motivated and professional attitude
• Ability to work independently, handle multiple tasks simultaneously and prioritize responsibilities
• Accuracy in CRM updates and assignment of work to other individuals within the company

Essential Functions

• Manage lead files and prioritize appropriate steps to ensure maximum utilization
• Communicate with customers regarding Baker offerings, scheduling, and follow‑through
• Simultaneously work within CRM/Salesforce/Excel/other
• Knowledge of Microsoft Outlook, Excel, Word, and other tools
• Assist in scheduling of sales persons
• Work within a team with a cooperative spirit
• Notify management of trends or issues with the customer interaction process
• Work schedule flexibility (occasional work from home)
• Adapt to changing work processes
• Other clerical tasks as needed and requested

Work Environment

Prolonged use of computer; typing, reading, sitting.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Equal Opportunity Employer Statement

Baker Roofing Company is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. If you need special assistance or accommodation in applying for employment at Baker Roofing Company, please contact our Recruiting department at 919‑828‑2975 or [e-mail].

EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor