Customer Service Representative

bakerroofing; North Carolina; Hybrid; USD 32,000 - 42,000; Full time

Job summary

Baker Roofing Company is seeking a Customer Service Representative to generate interest from prospective and existing customers by outbound calls, texts, and emails. The role includes inputting data into CRM and setting up appointments for sales professionals.

The ideal candidate has at least a year of outbound sales or appointment setting experience, fluency in English, and strong MS Office skills. Some remote work flexibility may be available, and a high school diploma is required.

Qualifications

• High school diploma required; college preferred.
• At least 1 year of outbound sales/appointment setting experience.
• English fluency required.
• Driver license preferred.

Responsibilities

• Manage lead files and prioritize steps to maximize utilization.
• Communicate with customers regarding Baker Roofing offerings and scheduling.
• Work within CRM/Salesforce/Excel/other tools.
• Assist in scheduling of salespersons.
• Notify management of trends or issues in customer interactions.
• Ability to work with a team in a cooperative spirit.
• Occasional work-from-home opportunities.

Skills

Outbound sales

CRM/Salesforce

Communication

MS Office

Teamwork

Multitasking

Attention to detail

English fluency

Education

High school diploma

Tools

CRM/Salesforce

Outlook

Excel

Word

Job description

Summary

Customer Service 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 Baker Sales Professional to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will set up this information in the Customer Relationship Management (CRM) tool as well as setting the appointment for the Sales Professional.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The lists below are representative of the knowledge, skill and/or ability required.

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 the assignment of work to other individuals within the company

Essential Functions

• Manage lead files and prioritize appropriate steps to ensure maximize utilization
• Communicate with customers as it relates to job function – Baker offerings, scheduling, follow-through
• Ability to simultaneously work within CRM/Salesforce/Excel/other
• Knowledge of Microsoft Outlook, Excel, Word, other
• 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)
• Ability to 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

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