The Account Representative communicates directly with customers to schedule in-home product demonstrations and make direct-to-consumer product sales. The role sources and follows up on sales and customer leads, uses provided scripts and product information, develops strong product knowledge, and communicates effectively with customers, installers, and operations. It coordinates with multiple business functions and departments to schedule demonstration and installation appointments nationwide, and uses a computerized system for tracking, information gathering, and troubleshooting. The representative also completes periodic career-development and skills-training sessions. As a quality-first appointment setter, the role qualifies inbound and outbound inquiries and converts them into appointments. It handles calls professionally, follows approved scripts with natural delivery and compliance, listens for customer readiness and qualifying indicators, asks clarifying questions, sets accurate and suitable appointments, and documents customer details and outcomes in the CRM. The representative manages prospects through the appointment-setting cycle and uses a sales mentality to overcome objections.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED