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Sales Excellence Trainer
P1 Service GroupSales Excellence Trainer responsible for training home services staff with extensive field coaching. Requires frequent travel for branch visits and direct coaching in various states.
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