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Lead Intake Specialist
3 months ago
Pro Source Home Buyers is looking for a Client Lead Intake Representative to take on the responsibility of receiving and responding to all initial inquiries from our potential clients.
This role is for a confident appointment setter who is comfortable interacting with clients by phone, email, text, and instant messaging.
This person will act as a liaison between the client and the acquisition manager. Our Lead Intake Representatives thrive on interacting with others, building relationships, and making connections in a fast-paced environment.Our technology stack
- Email and Office Technology - We use Google Suite with a strong focus on web-based programs (Google Sheets, Gmail, slides, documents, etc.)
- Client Relationship Management Software - SalesForce
- Employee Company Communication - Slack
- Phone Service, Customer Voice Communication & Voicemail Management - RingCentral / 360 SMS & CTI
Note:
This is an In-Person Role.
Responsibilities:
What you will be working on?
- Answering a high volume of incoming phone calls, text messages, instant messages, and emails from prospective clients
- Conducting cold calling with prospective clients
- Addressing client questions and individual needs to provide an exceptional client experience
- Verifying prospective client information for accuracy
- Securing appointments of prospective clients with the acquisition representative through relationship-building sales techniques
- Conducting prospective follow-ups to set appointments with the acquisition representative and to ensure a positive client experience
- Interacting with the Sales Lead and Lead Manager to stay up to date on products and services offered
- Maintaining client account information and follow-up notes to ensure client questions are answered efficiently and accurately
- Resolving all client complaints in a professional and timely manner
- Communicating updates to the acquisition team with any changes in the appointment or any additional pertinent client information
Qualifications:
Who you are
- You are fast-paced and can work quickly and efficiently to satisfy client needs
- You thrive on meeting new people and building relationships
- You love closing the deal or hitting goals - Sales excite you
- You can maintain multiple communication software platforms at one time
- You feel comfortable communicating with clients by phone, email, text, and instant messaging
- You can communicate with the utilization of proper spelling and grammar
- You love to make people happy and look to solve problems and come up with creative solutions
- You can work in a remote environment and stay self-motivated to complete tasks
- You handle and accept "in the moment" constructive feedback professionally
- You can manage your time wisely and prioritize assignments independently
- You have accuracy and attention to detail
- You understand the importance of follow-up and follow-through
- You can communicate professionally and transparently
- You embrace technology
Requirements
- Prior customer service experience in a sales environment
- Must be comfortable working with clients on multiple interfaces and platforms at the same time
- Must be self-directed and disciplined to stay focused on tasks
- Energetic personality with a professional demeanor to close on appointment setting
- Relationship sales-building techniques
- Exemplary interpersonal abilities in communication and active listening
- Prior experience using SalesForce or another CRM software
- Functional office space with high-speed internet for the optimal remote work environment
- Proficient in modern smart technology with the ability to use multiple platforms, devices, and smart device applications (apps)
- High School Diploma or G.E.D equivalent
About Company:
Pro Source Home Buyers is a reputable real estate investment company based out of Knoxville, TN.Pro Source Home Buyers currently operates in Tennessee out of Knoxville & Chattanooga and Greenville South Carolina.
Our core purpose is to "provide innovative solutions resulting in win-win outcomes."Alignment with our Core Values is a must:
Extreme Ownership: 100% accountability of your actions and results
Integrity:
Do the right thing
People First:
Understanding the opportunity in order to craft a solution
Loyalty:
Commitment to the company's purpose, allegiance, and support for clients and partners.