Global Relocation Specialist - Inside Sales

Ace Relocation Systems•San Diego, CA

About The Position

The Global Relocation Specialist is an inside sales role focused on providing customers with accurate, personalized moving and storage estimates through virtual video surveys. The specialist assesses customers’ belongings, inventory, and relocation requirements, then recommends services and explains estimates, pricing, and the moving process clearly. The role builds and maintains relationships with leads and customers through calls, texts, and emails, using a consultative sales approach to convert inquiries into appointments and confirmed moves. The specialist manages leads in HubSpot, follows up consistently, works with registration, move coordination, and operations teams to support smooth transitions, and keeps current with industry trends and service offerings. Other duties may be assigned, including performing OA Surveys when required.

Requirements

  • At least 2 years of sales experience.
  • Ability to leverage professional networks to generate leads in the moving and storage industry or related sectors.
  • Ability to identify and pursue networking opportunities aligned with company goals.
  • Self-motivated and proactive.
  • Comfortable conducting virtual surveys with clients through video conferencing.
  • Highly organized and detail-oriented, with the ability to manage multiple tasks simultaneously.
  • Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • Competent with Microsoft Teams.

Nice To Haves

  • Moving and storage industry experience is preferred.
  • Familiarity with HubSpot or similar tools for maintaining customer records.

Responsibilities

  • Conduct virtual video surveys to assess customers’ belongings, inventory, and moving requirements.
  • Use phone calls, text messages, and emails to engage leads and convert them into booked appointments and moves.
  • Build rapport with clients during video surveys and address questions and concerns professionally.
  • Use technology tools to guide clients through surveys and capture relevant details accurately.
  • Analyze survey information to determine packing needs, transportation logistics, and storage requirements.
  • Create customized and accurate moving and storage estimates based on survey findings.
  • Explain proposed services, the moving process, and associated costs clearly to customers.
  • Use HubSpot to manage and prioritize leads for follow-up.
  • Make outbound calls to interested leads and customers.
  • Follow up promptly with potential customers who have received estimates by phone, email, and text.
  • Meet and exceed daily, weekly, and monthly appointment-booking and move-booking targets.
  • Convert leads into confirmed bookings by addressing objections and providing relevant information.
  • Refine follow-up strategies and messaging to improve lead conversion.
  • Maintain timely and consistent communication with warm leads and inquiries.
  • Coordinate with operations to ensure proposed services match company capabilities and resources.
  • Keep up to date with industry trends, market changes, and competitors.
  • Improve surveying techniques and tools to enhance survey efficiency and accuracy.
  • Listen to customer needs and recommend appropriate services using a consultative sales approach.
  • Develop and communicate knowledge of moving and storage services, pricing structures, and additional offerings.
  • Perform OA Surveys when required and complete other duties as assigned.
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