Conduct outreach to dormant customers in our 7,000+ contact database using email, phone, and SMS
Review customer history via Company Cam photos and service documentation
Identify upsell opportunities based on previous service dates and customer needs
Build compelling narratives around service anniversaries and roof health checks
Schedule consultations and document customer interactions in HubSpot
Answer incoming customer phone calls and create new contacts in HubSpot
Generate and manage sales deals, creating logistics appointments for field teams
Collaborate with outside sales representatives to gather customer insights and objection details
Follow up with customers post-appointment to address questions and overcome objections
Adjust and present pricing quotes using our quoting tool based on customer sensitivity
Document all customer interactions, timelines, and decision-making criteria in HubSpot
Use the CSM Audit View to prioritize follow-ups and forecast sales pipeline
Provide after-hours phone coverage (5:00 PM - 7:30 PM PST), with AI handling calls after 7:30 PM
Manage occasional weekend coverage during peak seasons

Requirements

Proven track record in B2B or B2C sales, SDR, or customer support-to-sales transition
Proficiency with HubSpot CRM (or quick ability to learn)
Fluent English with excellent phone and written communication abilities
Comfortable with VoIP systems, AI tools, and SaaS platforms
PST availability with flexibility for extended hours (5:00 PM - 7:30 PM PST minimum)
Stable internet connection and professional home office setup

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

B2B salesB2C salescustomer support-to-sales transitionsales deal generationpricing quote adjustmentcustomer interaction documentationsales pipeline forecasting

Soft Skills

communicationcollaborationcustomer insight gatheringobjection handlingnarrative building