Inside Sales CSR: Quoting, Proposals & Growth

Landmark Aquatic, LLC; Austin (TX); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

Landmark Aquatic, LLC in Austin, TX is seeking a Customer Service Representative (CSR) to turn field observations, notes, photos, and work orders into accurate, customer-ready proposals using approved Landmark pricing.

The CSR will manage proposals through the quote‑to‑close cycle, maintain a disciplined follow‑up cadence, document customer interactions in Salesforce, route larger opportunities to the appropriate sales resources, and collaborate with technicians, Operations, and Sales to drive

Qualifikationen

• Experience in customer service, inside sales, quoting, order-entry, or related experience preferred.
• Ability to prepare clear and accurate customer proposals from technician notes, photos, field findings, and work-order information.
• Comfort following up directly with customers, addressing routine objections, and moving open proposals toward a decision.
• Strong attention to detail with the ability to manage multiple open quotes and maintain consistent follow-through.
• Working knowledge of CRM and business systems; Salesforce experience is preferred.

Aufgaben

• Convert technician-identified opportunities, field notes, photos, and scope information into accurate, customer-ready proposals with strong turnaround time.
• Build proposals using approved Landmark pricing and present the scope clearly enough for the customer's budget holder or decision-maker to act.
• Maintain a consistent follow-up cadence on every open proposal until a decision is reached and document each customer contact in Salesforce.
• Own the close rate on proposals prepared by the CSR by addressing routine price and timing concerns, navigating customer approval steps, and understanding approved negotiating parameters.
• Grow account penetration within existing customers by identifying opportunities for recurring service, chemical programs, repairs, equipment, and future capital needs.
• Work directly with technicians to confirm what was identified in the field, what should be quoted, and the final outcome of the opportunity.
• Maintain accurate proposal, customer, activity, and opportunity information in Salesforce throughout the quote-to-close process.
• Route opportunities that require an Aquatic Sales Representative, Selling Sales Manager, or Renovation resource promptly with complete scope, documentation, and customer context.
• Coordinate with Operations and Sales to resolve missing information, pricing questions, or execution issues that could delay the customer response.

Kenntnisse

Customer service

Inside sales

Quoting

Order-entry

CRM systems

Jobbeschreibung

Landmark Aquatic, LLC in Austin, TX is seeking a Customer Service Representative (CSR) to turn field observations, notes, photos, and work orders into accurate, customer-ready proposals using approved Landmark pricing.

The CSR will manage proposals through the quote‑to‑close cycle, maintain a disciplined follow‑up cadence, document customer interactions in Salesforce, route larger opportunities to the appropriate sales resources, and collaborate with technicians, Operations, and Sales to drive