Customer Experience Specialist

SavATree

Customer Experience Specialist handling inbound leads and consultative calls for SavATree, a premium tree-care and home-services company. Scheduling appointments and documenting customer needs in CRM.

Posted 8/19/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $18 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service through effective communication, appointment setting, and CRM documentation. Proven ability to engage customers, understand their needs, and drive commitment to services in a performance-driven environment.

Highest-signal resume keywords

Customer Service ExperienceAppointment SettingMicrosoft Dynamics CRMConsultative SellingVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM DocumentationCall ControlObjection HandlingActive ListeningMultitaskingTime Management

Soft Skills

Friendly Phone VoiceProfessional InteractionsAttention To DetailCustomer-First Mindset

Tools & Technologies

Telephony SystemsContact Center Technology

Industry Keywords

Home ServicesPremium Consumer ServicePerformance-Driven Environment

Tech Stack

Tools & technologies

AzureERPPythonSQLUnity

About the role

Key responsibilities & impact

Answer inbound phone calls from prospective customers
Respond rapidly to inbound web inquiries
Conduct consultative discovery to understand customer needs, property concerns, and service interests
Pre-sell SavATree’s services and expertise to build confidence and drive appointment commitment
Schedule high-quality, in-person appointments for Sales Arborists
Document customer interactions, notes, and outcomes in Microsoft Dynamics CRM
Ask scripted discovery questions to understand customer goals and concerns
Articulate SavATree’s expertise, professionalism, and premium service approach
Address common questions and objections professionally
Apply call control, objection handling, and active listening to diagnose needs and match customers to services
Conduct outbound follow-up activities during lower inbound-volume periods
Support appointment confirmations, reschedules, and targeted campaigns
Meet or exceed speed-to-lead, appointment set rate, call handling, and customer satisfaction metrics
Maintain CRM documentation accuracy and data integrity
Participate in call reviews, coaching sessions, and structured role-play exercises
Represent the SavATree brand and contribute to a collaborative, high-performance team environment

Requirements

What you’ll need

Minimum 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
Experience in appointment setting or consultative selling environments preferred
Experience in home services or premium consumer service industries preferred
Experience working in a performance-driven contact center environment preferred
Demonstrated success in a remote or hybrid working environment preferred

Benefits

Comp & perks

Occasional Saturday shifts compensated as overtime or offered in lieu of another weekday off, depending on business volume
Remote work
Coaching sessions, call reviews, structured role-play exercises, and AI insights for continuous improvement