Customer Relationship Specialist
About The Position
Serve as the first impression of the Culligan brand by delivering a professional, high-quality customer experience. Engage customers via phone, text, and email to confirm interest and guide next steps. Communicate consultation details clearly, including expectations and scheduling logistics. Build trust and provide a solution-oriented customer experience. Respond to inbound leads from web, digital marketing, and scheduling tools by making outbound calls. Maintain consistent follow-up using established outreach cadence. Manage a high-volume lead queue with timely engagement. Schedule consultations based on territory and availability. Ensure appointment details are accurate and properly formatted. Validate AI and self-scheduled appointments. Confirm eligibility including service area and customer needs. Route non-sales inquiries to appropriate teams. Ensure all appointments are qualified and ready for the sales team. Document all interactions in CRM systems (Salesforce preferred). Maintain accurate customer records and notes. Ensure seamless handoff to the sales team.
Requirements
- High school diploma required
- 1–3 years of customer service, call center, sales support, or lead management experience
- CRM experience required
- Proficiency in Microsoft Office and Teams
- Strong communication and organizational skills
Nice To Haves
- Associate or bachelor’s degree preferred
- Data-entry experience
- Experience with Salesforce
Responsibilities
- Serve as the first impression of the Culligan brand by delivering a professional, high-quality customer experience
- Engage customers via phone, text, and email to confirm interest and guide next steps
- Communicate consultation details clearly, including expectations and scheduling logistics
- Build trust and provide a solution-oriented customer experience
- Respond to inbound leads from web, digital marketing, and scheduling tools by making outbound calls
- Maintain consistent follow-up using established outreach cadence
- Manage a high-volume lead queue with timely engagement
- Schedule consultations based on territory and availability
- Ensure appointment details are accurate and properly formatted
- Validate AI and self-scheduled appointments
- Confirm eligibility including service area and customer needs
- Route non-sales inquiries to appropriate teams
- Ensure all appointments are qualified and ready for the sales team
- Document all interactions in CRM systems (Salesforce preferred)
- Maintain accurate customer records and notes
- Ensure seamless handoff to the sales team
Benefits
- Competitive benefits package with exclusive privileges
- Medical, Dental, and Vision insurance
- Paid Parental leave
- 401K with a rewarding company match
- Exclusive Company purchase discounts
- Comprehensive company-provided training
- Flexible schedule options
- Our distinctive Employee Recognition Program, "H2Onors"
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
