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Customer Outreach Specialist I
Power TakeOffCustomer Outreach Specialist reaching out to prospective clients to implement energy savings opportunities. Joining Power TakeOff's innovative Virtual Commissioning® program to drive sustainability impact.
About the role
Key responsibilities & impact- Participates in in-depth training on outreach competencies and energy efficiency basics
- Follows established playbooks and seeks help for issues outside of their experience
- Completes accurate documentation and follows program processes consistently
- Conducts cold outreach to build a viable, high-quality sales pipelines
- Participates in contact findings and re-prospecting to maintain a robust pipeline
- Builds positive relationships with customers, adapting to their approach and needs
- Demonstrates persistence and resiliency in the face of challenges
- Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
- Develops consistency in follow-ups and keeps thorough notes on status
- Demonstrates a strong attention to detail when following team processes
- Leverages AI to promote efficiency and effectiveness of outreach efforts
- Partners with internal teams to support one another’s success and customer satisfaction
- Participates in team discussions and helps build a positive team environment
- Demonstrates reliability and accountability for their work, proactively asking for help
- Participates actively in team meetings and discussions
- Adapts to change professionally and effectively
- Accepts and responds to feedback to support ongoing development and success
Requirements
What you’ll need- 1+ year of professional experience in a customer service representative (CSR) or similar role with cold outreach responsibilities preferred
- Motivation to engage with prospective customers via cold calls, emails and meetings
- Ability to identify and address real or perceived barriers and articulate benefits to customers to promote their participation
- Ability to use and learn customer relationship management (CRM) systems (e.g. Salesforce, Outreach.io) and other software tools to effectively organize and manage a customer engagement pipeline and support tracking and reporting
- Comfort leveraging AI to support workflows
- Strong verbal and written communication skills
- Ability to work in a remote team environment, offering support and willingness to receive and provide feedback to achieve shared goals
- Ability to develop and maintain positive relationships with customers and colleagues
- Consistently positive and professional communications, even under pressure
- Effective sales skills and motivation to achieve goals
- Self-motivated with a strong work ethic
- Excellent organization, record-keeping and time management skills
- Bilingual abilities are a plus
Benefits
Comp & perks- Medical insurance, including vision and dental
- Health Savings Account contributions
- Retirement plans with company matching
- Student Loan Incentive Repayment Program (eligible 12 months after employment)
- Generous time off, including: 15 paid vacation days, increasing to 20 after the first year
- 7 flexible well-being days
- At least 9 paid holidays
- All company winter break between Dec. 25th and Jan. 1st
- Summer "Friyays", from June through August we get each 2nd and 4th Friday off!
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
customer servicecold outreachsales skillsrecord-keepingtime managementCRM systemsdocumentationpipeline managementAI utilizationprospecting
Soft Skills
communication skillsrelationship buildingadaptabilityreliabilityaccountabilityteam collaborationpersistenceresiliencymotivationfeedback responsiveness