Customer Acquisition Specialist

Baker Roofing Company•Apex, NC

6d•Hybrid

About The Position

Baker Roofing invests in our employees by empowering success and offering training courses. We value our employees by providing competitive benefits, prioritizing safety, and emphasizing work-life balance. With more than 25 locations across the Southeast, Baker Roofing Company is an industry leader in providing an outstanding experience in commercial roofing, residential construction, metal fabrication, restoration, and more. We pride ourselves on over 100 years of quality work, investing in our employees, and providing a family-centered culture. The Customer Acquisition Specialist is responsible for placing outbound phone calls, texts, and/or emails to prospective customers and/or existing customers. The purpose is to generate customer interest and set up an appointment for a Baker Sales Professional to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will set up this information in the Customer Relationship Management (CRM) tool as well as setting the appointment for the Sales Professional.

Requirements

Minimum High School Graduate/College Preferred
Minimum of 1 year outbound sales/appointment setting experience
Must speak English fluently
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
Ability 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
Ability to simultaneously work within CRM/Salesforce/Excel/other
Knowledge of Microsoft Outlook, Excel, Word, other

Nice To Haves

College Preferred
Driver License Preferred
Work schedule flexibility (occasional work from home)

Responsibilities

Placing outbound phone calls, texts, and/or emails to prospective customers and/or existing customers.
Generating customer interest and setting up appointments for Baker Sales Professionals.
Entering customer information into the Customer Relationship Management (CRM) tool.
Managing lead files and prioritizing appropriate steps to ensure maximum utilization.
Communicating with customers regarding Baker offerings, scheduling, and follow-through.
Assisting in the scheduling of salespersons.
Working within a team with a cooperative spirit.
Notifying management of trends or issues with the customer interaction process.
Adapting to changing work processes.
Performing other clerical tasks as needed and requested.