Summary
We are seeking an enthusiastic, self-driven, and experienced Inside Sales Representative to join our Sales team. This a remote position.
Essential Duties and Responsibilities:
- Educate prospect clients on program specifics and the benefits of the same
- Effectively manage a pipeline of new leads and applications
- Conduct follow up activities with new leads and applications via phone and email
- Perform inbound and outbound communications with property owners
- Take financing applications over the phone from property owners
- Follow up on applications without a contractor assigned and refer the applicant to one or multiple of our registered and active contractors
- Follow up with contractors to ensure they are working the referred applications in a timely manner
- Assist underwriters in obtaining required documents from the property owners to issue a decision and ultimately a final approval
- Strive to provide a positive customer experience every time
- Provide timely feedback to management on new features, products, or processes that could potentially increase customer engagement and result in higher conversion rates
- Meet or exceed Key Performance Indicators (KPIs)
Required Qualifications:
- 2+ years of sales and/or call center experience in mortgage, financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries, or similar
- Proficiency with Salesforce.com, Google Docs, Gmail, Mac OS and/or PC
- Excellent communication skills
- Ability to effectively manage various responsibilities simultaneously
- Comfortable in a startup environment
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