Customer Service Representative, Sales & Quoting for AZ Window Services
Overview
Own outbound sales and quote rehashing for a growing window services company. You will convert inbound inquiries and unapproved quotes into booked jobs at scale, while maintaining CRM accuracy and coordinating with technicians. This role blends customer service, inside sales, and closing across residential and commercial service offerings. What makes this role different is the emphasis on proactive follow-up, quote rehashing, and measurable revenue impact.
What You'll Do8
- 1Answer inbound inquiries and qualify customer needs to prepare accurate quotes
- 2Convert leads into scheduled appointments and booked jobs through proactive follow-up
- 3Perform outbound quote rehashing on outstanding estimates to close sales
- 4Upsell and cross-sell AZ Window Services offerings to increase revenue
- 5Maintain organized CRM notes and follow-up activities across multiple conversations
- 6Coordinate with technicians and management to ensure a positive customer experience
- 7Follow up timely to prevent leads from falling through the cracks
- 8Target metrics include lead response time, call rate, and quote conversion
Requirements5
- 1Sales experience required with ability to close customers
- 2Comfort with outbound calling and persistent follow-up
- 3Strong written and verbal communication skills
- 4Experience with CRM, scheduling, texting, and phone systems
- 5Highly organized with the ability to manage multiple conversations simultaneously
Salary Insight
$2 - $3k per year
Location
Required Skills
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