Customer Engagement Specialist

Baker Roofing Company•Apex, NC

4d•Hybrid

About The Position

Baker Roofing Company is an industry leader with over 25 locations across the Southeast, specializing in commercial roofing, residential construction, metal fabrication, restoration, and more. With over 100 years of quality work, Baker Roofing Company prides itself on investing in its employees, providing a family-centered culture, and offering training courses. The Customer Engagement Specialist is responsible for making outbound phone calls, texts, and/or emails to prospective and existing customers to generate interest and schedule appointments for Baker Sales Professionals. The specialist will also update the Customer Relationship Management (CRM) tool with this information and set appointments. Baker Roofing Company invests in its employees by empowering success and offering training courses. They value their employees by providing competitive benefits, prioritizing safety, and emphasizing work-life balance.

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
Occasional work from home flexibility

Responsibilities

Placing outbound phone calls, texts, and/or emails to prospective and/or existing customers.
Generating customer interest and setting up appointments for Baker Sales Professionals.
Utilizing CRM tool to record customer information and set appointments.
Managing lead files and prioritizing appropriate steps for maximum utilization.
Communicating with customers regarding Baker offerings, scheduling, and follow-through.
Assisting in scheduling 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.