Appointment Setter
American Solar & Roofing, Phoenix, AZ, United States
Job Location: Phoenix, AZ
Job Type: Full Time
Appointment Setter will work within American Solar & Roofing Sales Team and will focus primarily on prequalifying Opportunities (new customer leads) for residential solar electric (PV) systems and roofing systems.
Primary Responsibilities
The Appointment Setter will collect opportunity information, answer questions from customers and set appointments for site evaluations for Sales Consultants (SC’s)
Schedule roof inspections for customers who inquire about replacing or repairing their roof.
Contact all new Opportunities daily and gather all necessary info to prequalify the Opportunities using approved company process with the intent of establishing a site visit for S.C.
Fill in all appropriate Salesforce fields as defined by Management and the Workflow Process document
Participating in various shows, expos and community events as a representative of AS&R
Check sales voice mail regularly and respond accordingly
Help to shape prospects’ expectations on buying solar & roofing
Keep lead record activities up to date in Salesforce
Utilize inside sales tools and technologies as instructed with attention to accuracy and detail
Meet or exceed sales lead follow up goals
Make 50+ phone calls and 20 emails per day to new and old leads and current customers
Create and update quotes with customer information and inspection photos
Manage various campaigns created by the company.
Secondary Responsibilities
Assist the service department with their responsibilities, including scheduling service appointments, creating quotes, and communicating with customers.
Generate quotes for sales and/or service opportunities.
Keep sales documents printed and available.
Maintenance & upkeep of OSA/ISA process binders
Update email templates and reports through Salesforce
Qualifications
Education: Minimum of high school diploma
Experience: 1 – 2 years of previous customer service experience
Other: Must be outgoing and present an impeccable professional manner
Knowledge, Skills And Abilities
Highly developed sense of integrity and commitment to customer satisfaction with a pleasant, patient, and friendly attitude.
Clear, accurate and professional communications, in both verbal and writing skills. Ability to listen with care.
Attention to detail and ability to follow through, with strong decision making and analytical skills; excellent organizational skills.
Excellent follow up skills to achieve performance goals.
Answer all inbound calls throughout the day.
Make 50+ outbound calls and 20 emails per day.
Experience with multi-line phones; proficient in Microsoft Word, Excel and Outlook;
Ability to use Salesforce CRM software.
Willingness to learn technical information regarding solar system and roofing design, installation and operation.
Ability to manage multiple tasks, set priorities and work within time constraints.
Must be a self-starter who can work effectively, patiently, and pleasantly with other staff, customers and the general public
Note:
The Appointment Setter position, not unlike any other job, will include some tasks that are monotonous. The Appointment Setter should be able to quickly identify themselves as a member of a top-notch team that is looking to maximize American Solar & Roofing saturation and quality of service in the Arizona residential solar market.
Physical Qualifications
Long stretches of time sitting down and using a computer and phone
Extended periods of time reading a computer screen.
Climbing up and down stairs
Ability to lift and move boxes up to 40lbs
Repetitive motion for data entry (typing/clicking)
Work Location: In person
#J-18808-Ljbffr
Job Type: Full Time
Appointment Setter will work within American Solar & Roofing Sales Team and will focus primarily on prequalifying Opportunities (new customer leads) for residential solar electric (PV) systems and roofing systems.
Primary Responsibilities
The Appointment Setter will collect opportunity information, answer questions from customers and set appointments for site evaluations for Sales Consultants (SC’s)
Schedule roof inspections for customers who inquire about replacing or repairing their roof.
Contact all new Opportunities daily and gather all necessary info to prequalify the Opportunities using approved company process with the intent of establishing a site visit for S.C.
Fill in all appropriate Salesforce fields as defined by Management and the Workflow Process document
Participating in various shows, expos and community events as a representative of AS&R
Check sales voice mail regularly and respond accordingly
Help to shape prospects’ expectations on buying solar & roofing
Keep lead record activities up to date in Salesforce
Utilize inside sales tools and technologies as instructed with attention to accuracy and detail
Meet or exceed sales lead follow up goals
Make 50+ phone calls and 20 emails per day to new and old leads and current customers
Create and update quotes with customer information and inspection photos
Manage various campaigns created by the company.
Secondary Responsibilities
Assist the service department with their responsibilities, including scheduling service appointments, creating quotes, and communicating with customers.
Generate quotes for sales and/or service opportunities.
Keep sales documents printed and available.
Maintenance & upkeep of OSA/ISA process binders
Update email templates and reports through Salesforce
Qualifications
Education: Minimum of high school diploma
Experience: 1 – 2 years of previous customer service experience
Other: Must be outgoing and present an impeccable professional manner
Knowledge, Skills And Abilities
Highly developed sense of integrity and commitment to customer satisfaction with a pleasant, patient, and friendly attitude.
Clear, accurate and professional communications, in both verbal and writing skills. Ability to listen with care.
Attention to detail and ability to follow through, with strong decision making and analytical skills; excellent organizational skills.
Excellent follow up skills to achieve performance goals.
Answer all inbound calls throughout the day.
Make 50+ outbound calls and 20 emails per day.
Experience with multi-line phones; proficient in Microsoft Word, Excel and Outlook;
Ability to use Salesforce CRM software.
Willingness to learn technical information regarding solar system and roofing design, installation and operation.
Ability to manage multiple tasks, set priorities and work within time constraints.
Must be a self-starter who can work effectively, patiently, and pleasantly with other staff, customers and the general public
Note:
The Appointment Setter position, not unlike any other job, will include some tasks that are monotonous. The Appointment Setter should be able to quickly identify themselves as a member of a top-notch team that is looking to maximize American Solar & Roofing saturation and quality of service in the Arizona residential solar market.
Physical Qualifications
Long stretches of time sitting down and using a computer and phone
Extended periods of time reading a computer screen.
Climbing up and down stairs
Ability to lift and move boxes up to 40lbs
Repetitive motion for data entry (typing/clicking)
Work Location: In person
#J-18808-Ljbffr