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Sales Excellence Trainer
P1 Service Group. Conduct regular branch visits including ride-alongs with technicians, live call listening with CSR teams, and shadowing sessions with comfort advisors .
About the role
Key responsibilities & impact- Conduct regular branch visits including ride-alongs with technicians, live call listening with CSR teams, and shadowing sessions with comfort advisors
- Provide real-time, in-the-moment coaching — observe, score, coach, and re-score on a defined cadence
- Certify branch and employee readiness before deploying new playbooks or scripts
- Partner with branch General Managers to reinforce training standards between visits
- Build and maintain a trade-specific training library (HVAC, plumbing, electrical) with purpose-built content by role
- Write CSR call scripts, objection handling frameworks, good/better/best option presentation guides, and membership pitch scripts
- Record role-play demonstrations for LMS use, including strong, average, and weak examples
- Audit existing playbooks — keep what works, rewrite what doesn't, and build a content roadmap to close gaps
- Produce ride-along scorecards, field reference guides, and coaching checklists for branch managers to use independently
- In-Home Comfort Advisors: full-cycle sales process, discovery questioning, proposal delivery, financing conversations, and follow-up cadence
- Technicians: in-home presentation skills, options-based selling, membership upsell techniques, and trust-building by trade
- CSRs / Booking Agents: call conversion, scripting, urgency creation, price objection handling, and appointment accuracy
- Convert tribal knowledge and informal playbooks into documented, scalable systems
- Use performance data to identify training gaps and build content to close them
- Package training content into role-specific reference cards, script summaries, and coaching guides for branch managers to deploy and reinforce independently
Requirements
What you’ll need- 3–7 years of sales training experience in home services, field service, or a related trade industry
- Demonstrated ability to create training content from scratch: scripts, playbooks, objection handling guides, and role-play scenarios
- Skilled facilitator and live coach with the ability to run group sessions and one-on-one coaching in the field
- Experience with field service management platforms; ServiceTitan strongly preferred
- Comfortable using performance data to prioritize and target coaching efforts
- Ability and willingness to travel 80% of the time across multiple U.S. states — this is a firm requirement
- Prior experience in a PE-backed or multi-location home services environment (preferred)
- Familiarity with membership / maintenance agreement sales programs (preferred)
- Experience building or managing content within an LMS platform (preferred)
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales trainingtraining content creationcall scriptingobjection handlingrole-play scenarioscoachingoptions-based sellingcall conversionperformance data analysiscontent management
Soft Skills
facilitationlive coachinggroup session managementone-on-one coachingcommunicationtrust-buildingorganizational skillscollaborationadaptabilityproblem-solving