Customer Success Sales Representative

As a Customer Success Sales Representative, your primary focus will be on ensuring a

seamless and satisfactory experience for our clients throughout the sales process. Your role

will involve conducting quality assurance surveys, primarily focused on clients’ experiences

with our sales team and design consultations. These surveys will serve as a segue into

identifying barriers that prevented potential customers from moving forward with their

projects. By addressing these barriers, you will help convert these opportunities into

successful sales. Additionally, you will re-engage past customers to offer additional services

and follow up on quotes that did not initially lead to sales.

Key Responsibilities:

- Quality Assurance: Conduct follow-up surveys with clients to gather feedback on their

experiences with our sales team and design consultations. Use these insights to uncover and

address barriers that may have prevented them from proceeding with their projects.

- Client Follow-up: Reconnect with individuals who received quotes but did not move

forward, presenting them with new offers or revisiting their needs to encourage project

initiation.

- Client Re-engagement: Reach out to former customers to offer quotes on additional

services, such as new vinyl windows or egress window installations.

- Sales Documentation: Accurately record all client interactions and feedback in our CRM

system, providing valuable insights to the sales and service teams.

- Collaboration: Work closely with our sales, marketing, and customer service teams to

ensure a unified approach to client engagement and retention.

What We’re Looking For:

- Experience: At least one year of phone sales experience, with a proven ability to engage

clients, handle objections, and close sales.

- Skills: Strong communication and negotiation skills, excellent listening abilities, and

proficiency in using CRM tools.

- Attitude: A positive, proactive approach with a commitment to embodying our core values

of Perfect Truth, Extreme Ownership, and Five-Star Service.

- Independence: Self-motivated and able to manage your time effectively, working

independently while staying aligned with company goals.


- Work Environment: Join a supportive and collaborative team culture that values mutual

respect, transparency, and a strong work ethic.

Please send a voice or video interview following your application.