Remote Customer Experience & Appointment Specialist

Default Brand; United States; À distance; USD 42 000 - 66 000; Plein temps

Résumé du poste

SavATree is seeking a Customer Experience Specialist to be the first point of contact for prospective and existing customers. You will handle inbound calls and web inquiries, conduct discovery, document needs in CRM, and schedule appointments for Sales Arborists.

The role emphasizes delivering a premium, professional customer experience and meeting performance metrics around speed-to-lead, appointment set rate, call handling, and satisfaction. Remote-based, with statewide residency requirements.

Qualifications

• 2+ years of experience in phone- and email-based customer service.
• Friendly, professional phone voice and interactions.
• Strong verbal and written communication skills.
• Experience navigating CRM systems (Microsoft Dynamics experience preferred but not required).
• Comfort using telephony systems and contact center technology.
• Ability to multitask, document accurately, and manage time effectively.
• Customer-first mindset with strong attention to detail.

Responsabilités

• Answer inbound phone calls from prospective customers.
• Respond rapidly to inbound web inquiries, with speed-to-lead as a key focus area.
• Conduct consultative discovery to understand customer needs, property concerns, and service interests.
• Pre-sell the value of SavATree’s services and expertise to build confidence and drive appointment commitment.
• Schedule high-quality, in-person appointments for Sales Arborists.
• Accurately document all customer interactions, notes, and outcomes within Microsoft Dynamics CRM.
• Ask scripted discovery questions to understand customer goals and concerns.
• Clearly articulate SavATree’s expertise, professionalism, and premium service approach.
• Address common questions and objections with confidence and professionalism.
• Deliver a “wow” experience that makes customers feel valued and excited to work with SavATree.
• Apply call control, objection handling, and active listening to diagnose customer needs and properly match to SavATree’s services.
• Conduct outbound follow-up activities during lower inbound volume periods.
• Support structured outreach initiatives such as appointment confirmations, reschedules, and targeted campaigns as directed by leadership.
• Balance persistence with professionalism in all outbound communications.

Connaissances

Phone support

CRM navigation

Communication

Written communication

Telephony systems

Multitasking

Attention to detail

Customer-first mindset

Outils

Microsoft Dynamics

Description du poste

SavATree is seeking a Customer Experience Specialist to be the first point of contact for prospective and existing customers. You will handle inbound calls and web inquiries, conduct discovery, document needs in CRM, and schedule appointments for Sales Arborists.

The role emphasizes delivering a premium, professional customer experience and meeting performance metrics around speed-to-lead, appointment set rate, call handling, and satisfaction. Remote-based, with statewide residency requirements.