Customer Acquisition Specialist

Summary

The Customer Acquisition Specialist is responsible for placing outbound phone calls, texts, and/or emails to prospective and existing customers. The purpose is to generate customer interest and set up appointments for Baker Sales Professionals to discuss Baker Roofing offerings.

Requirements

• Education: Minimum High School Graduate/ College Preferred
• Years of Experience: Minimum of 1 year outbound sales/appointment setting
• Certifications: None
• Language Skills: Must speak English fluently
• Driver License: Preferred

Knowledge, Skills, and Abilities

• Experienced with Microsoft Outlook, Word, Excel at an intermediate level
• Excellent written and verbal communication skills
• Strong interpersonal skills and ability to work effectively with peers, clients, vendors, and a wide range of people with diverse cultural backgrounds
• Possess a motivated and professional attitude
• Able to work independently, handle multiple tasks simultaneously and access all responsibilities for priority
• Accuracy in CRM updates and the assignment of work to other individuals within the company

Essential Functions

• Manage lead files and prioritize appropriate steps to ensure maximize utilization
• Communicate with customers as it relates to job function – Baker offerings, scheduling, follow-through
• Knowledge of Microsoft Outlook, Excel, Word, other
• Assist in scheduling of sales persons
• Work within a team with a cooperative spirit
• Notify management of trends or issues with the customer interaction process
• Work schedule flexibility (occasional work from home)
• Ability to adapt to changing work processes
• Other clerical tasks as needed and requested