Customer Leads Representative

2 months ago


Taylor, United States Wallside Windows Full time
Job DescriptionJob Description

General Summary

Processes incoming customer leads (phone and internet) in a prompt, courteous and professional manner ensuring the highest service standards and data entry accuracy.

Primary Duties and Responsibilities

  • Answer all incoming calls via a queue from customers requesting estimates.
  • Research customer information for any restrictions such as historical districts, condo associations, etc.
  • Gather and enter customer information and schedule in-home sales appointments in Salesforce.
  • Contacting customer and/or sales professionals regarding appointment cancellations, reschedules, etc.
  • Call volume will fluctuate and so this position may provide administrative support for other departments.
  • Filing, faxing, copying and other administrative tasks.
  • Other responsibilities and tasks as assigned by the Leads Supervisor.

Qualifications and Skills

  • High school diploma.
  • Preferably at least one year experience interacting with customers (i.e. retail, restaurant, service) in some capacity.
  • Excellent communication and interpersonal skills to effectively and professionally communicate with customers, sales professionals and other team members.
  • Detail-oriented with the ability to multi-task and prioritize in a fast paced, high-volume environment with an emphasis on data entry accuracy and timeliness.
  • Exceptional follow-through and organizational abilities.
  • Ability to be able to work independently or as a team.
  • Strong computer proficiency.

Physical Requirements

  • Position is largely a sedentary role with heavy phone and computer work.



Normal office hours are :
Monday - Thursday, 8:00 a.m. to 4:00 p.m.
Friday, 8:00 a.m. to 2:00 p.m. and Saturday (rotating), 8:00 a.m. to 10:00 a.m.

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