Discovery Specialist (Monday–Friday)

Allied Outdoor Solutions; Dallas (TX); Remote; USD 42,000 - 54,000; Full time

Job summary

Allied Outdoor Solutions is seeking a proactive Discovery team member to be the first voice homeowners hear. You will understand their project, generate excitement for a design consultation, and book high-quality appointments with all decision-makers present.

In this remote, full-time role, you will handle inbound leads, perform discovery calls, and collaborate closely with the sales and design teams to ensure smooth scheduling and CRM maintenance.

Qualifications

• Experience in appointment setting or inbound sales.
• Able to work with CRM and maintain logs.
• Excellent phone presence with no scripted feel.

Responsibilities

• Handle inbound calls, texts, and web leads.
• Return every new lead within 5 minutes.
• Run discovery calls to uncover project details.
• Identify additional needs and expand scope.
• Set appointment expectations and schedule with designers.
• Keep CRM clean and log every call.
• Follow up with open leads and reschedule cancellations.
• Collaborate with the sales team.

Skills

Appointment setting

Inbound sales

CRM hygiene

Active listening

Discipline

Tools

CRM software

Job description

Allied Outdoor Solutions designs and builds high-end outdoor living spaces across Texas: patio covers, outdoor kitchens, pavers, concrete overlays, pool remodels and more. These are major investments for homeowners, so the first conversation matters.

The role

You'll join our Discovery team as the first voice homeowners hear. Your job is to understand their project, build excitement for a design consultation, and book a high-quality appointment with all decision making parties present.

Schedule

• Monday-Friday, 8:00 AM-5:00 PM Central
• Full-time, remote

Reports to:

Revenue Administrator + Chief Revenue Officer

What you'll do

• Work inbound calls, texts and web leads, and call every new lead back within 5 minutes.
• Run discovery calls that get past the surface: the project, the "why now," the timeline and the decision-makers.
• Expand the scope naturally: "Are you also considering a kitchen or fire feature?"
• Set appointment expectations, schedule with our designers, and confirm with the customer.
• Keep the CRM clean, with every call logged and every next step set.
• Follow up with open leads, help reschedule cancellations, and work closely with the sales team.

What we're looking for

• A calm, confident, warm phone presence, with no filler and no scripts that sound like scripts.
• Experience in appointment setting, inbound sales, intake or call-center work. Outbound experience is a plus because it shows hunger. Home services is a bonus.
• Curiosity: you ask the second question, not just the first.
• Discipline with notes, CRM hygiene and follow-up.
• A quiet workspace, reliable internet and a good headset.

Pay

Competitive pay, plus potential performance bonus tied to appointment quality and show rate.

How we hire

Strong applicants get our call playbook and example calls, then do a 15-minute live role play with our team, who plays a homeowner. It's the fastest way for both of us to see if it's a fit.

Allied Outdoor Solutions is an equal opportunity employer.