Customer Intake Coordinator

AVID Energy Solutions; Sutton (MA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible schedule

Health insurance

Dental and Vision insurance

Life insurance

Paid time off

Phone reimbursement

Uncapped commissions

Bonuses

Training and growth

Referral program

Job summary

AVID Energy Solutions, a Mass Save partner, seeks a Customer Intake Coordinator / Sales Development Representative in Sutton, EST hours. Earn $55,000+ with uncapped commissions by helping homeowners review needs and schedule no-cost energy assessments using advanced tools.

Qualify MA/NH homeowners and renters for incentives, handle high-volume calls and emails, and manage scheduling within Salesforce and Hancock tools. Join a team focused on energy efficiency and customer service.

Qualifications

• 1–2 years sales or marketing experience in residential home work or construction.
• 1+ years of Mass Save program or similar residential home auditing experience is a plus.
• Prior experience with high-volume inbound/outbound calls and email handling.
• Proficient in English; Spanish or Portuguese skills a plus.

Responsibilities

• Qualify Massachusetts homeowners and renters for no-cost energy assessments.
• Manage a high volume of inbound calls and emails from prospective customers.
• Make outbound calls and emails to leads and referrals.
• Meet and exceed monthly marketing and sales targets.
• Schedule home energy assessment appointments and coordinate with Energy Efficiency Specialists.
• Use Salesforce CRM and EPlus scheduling software.
• Collaborate with Marketing, Sales and Customer Service teams.

Skills

Phone sales

Mass Save knowledge

Salesforce experience

Multitasking

Tools

Salesforce CRM

EPlus software

Job description

AVID Energy Solutions, a Mass Save® Partner, is seeking an experienced, outgoing and highly motivated, Customer Intake Coordinator / Sales Development Representative to join our team in Sutton working Eastern Standard Time (EST) hours and earning $55,000+ with uncapped commissions by assisting prospective customers in reviewing their needs and scheduling no-cost home energy assessments with cutting edge tools and technology to improve homeowners energy efficiency and utility cost savings.

As our Customer Intake Coordinator you will be responsible for qualifying Massachusetts and New Hampshire homeowners and renters to see if their residence qualifies for energy efficient incentives and a no-cost home energy assessment from the Mass Save program. This will include fielding a high volume of inbound and outbound calls as well as emails and working within the company Salesforce CRM and Hancock scheduling tool.

Essential Job Functions/ Responsibilities:

• Qualify and schedule Massachusetts homeowners and renters for no-cost energy assessments
• Manage a high volume of inbound calls and emails from prospective customers
• Complete a high volume of outbound calls and emails to interested customer leads and referrals
• Reach and exceed agreed‑upon monthly marketing and sales targets
• Set follow up appointments and emails as necessary to support customer prospects
• Working with the Marketing, Sales and Customer Service teams to properly identify and assign customer and lead inquiries
• Follow a proven marketing and sales process to achieve goals within the desired deadline
• Schedule customer home energy assessment appointments for our Energy Efficiency Specialists
• Work within Salesforce CRM and EPlus home energy assessment software
• Stay up-to-date with industry trends and best practices in insulation technology and energy efficiency
• Other duties as assigned

Qualifications:

• 1‑2 years similar experience in sales or marketing of residential home work or construction
• 1+ years of experience with the Mass Save® program or similar residential home auditing program a plus
• Prior experience in a high‑volume phone sales handling outbound and inbound calls and email
• Prior experience with Salesforce CRM preferred
• Proficient in English, if you speak Spanish or Portuguese it's a plus
• Self‑motivated and an ability to work independently or as part of a team
• Outstanding interpersonal skills: must display patience, humor and helpfulness at all times
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and manage deadlines to achieve goals
• Consent to a background check and drug test screening

Benefits:

• Flexible work schedule
• Health, Dental and Vision insurance
• FSA and HSA available
• Life insurance and Short‑Term Disability
• Multiple Weeks of Paid time off & Paid company holidays
• Phone reimbursement
• Uncapped commissions and bonuses
• Continuous training and growth opportunities
• Referral program for Customers and Employees

About AVID Energy Solutions:

AVID Energy Solutions is a proud Mass Save® Partner dedicated to helping homeowners reduce their energy output and save on their monthly utility bills. With offices in Methuen and Sutton, we work with clients throughout the North Shore, South Shore, Central and Western Massachusetts, as well as the Greater Boston area to find the best possible solutions for their energy efficiency needs and budget. We believe that everyone should have access to affordable, reliable energy efficient solutions, and we are committed to providing that to homeowners throughout Massachusetts.

Our team of certified energy efficiency specialists, professional weatherization installers, HVAC install and service team, windows & doors team, and friendly customer service representatives are all committed to providing the highest level of service starting with no‑cost home energy assessments through any insulation and weatherization installation and other energy efficient measures such as HVAC systems, windows and doors.