Customer Outreach Specialist I

Power TakeOff

2d•Remote

About The Position

Join Power TakeOff's innovative Virtual Commissioning® (VCx®) Program as a Customer Outreach Specialist. Through email and phone calls, you will reach out to numerous prospective customers, establishing contact and scheduling virtual meetings between the customer and a Power TakeOff Energy Advisor, who will further assist the customers to implement energy savings opportunities.

Requirements

1+ year of professional experience in a customer service representative (CSR) or similar role with cold outreach responsibilities preferred
Motivation to engage with with prospective customers via cold calls, emails and meetings
Ability to identify and address real or perceived barriers and articulate benefits to customers to promote their participation
Ability to use and learn customer relationship management (CRM) systems (e.g. Salesforce, Outreach.io) and other software tools to effectively organize and manage a customer engagement pipeline and support tracking and reporting
Comfort leveraging AI to support workflows
Strong verbal and written communication skills
Ability to work in a remote team environment, offering support and willingness to receive and provide feedback to achieve shared goals
Ability to develop and maintain positive relationships with customers and colleagues
Consistently positive and professional communications, even under pressure
Effective sales skills and motivation to achieve goals
Self-motivated with a strong work ethic
Excellent organization, record-keeping and time management skills

Nice To Haves

Bilingual abilities are a plus

Responsibilities

Participates in in-depth training on outreach competencies and energy efficiency basics
Follows established playbooks and seeks help for issues outside of their experience
Completes accurate documentation and follows program processes consistently
Demonstrates reliable and consistent organization and time management practices
Conducts cold outreach to build a viable, high-quality sales pipelines
Participates in contact findings and re-prospecting to maintain a robust pipeline
Builds positive relationships with customers, adapting to their approach and needs
Demonstrates persistence and resiliency in the face of challenges
Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
Develops consistency in follow-ups and keeps thorough notes on status
Demonstrates a strong attention to detail when following team processes
Leverages AI to promote efficiency and effectiveness of outreach efforts
Partner with internal teams to support one another’s success and customer satisfaction
Participates in team discussions and helps build a positive team environment
Demonstrates reliability and accountability for their work, proactively asking for help
Participates actively in team meetings and discussions
Adapts to change professionally and effectively
Accepts and responds to feedback to support ongoing development and success