Inside Sales Team - Senior Client Services Specialist

Role: Client Services Specialist
Reporting to: Associate Director of Inside Sales


While this position is designed for working from a home office, the successful candidate must live in Houston, TX or the surrounding area. The successful candidate can expect to earn $60-80k annually.


Mission/Purpose:
The Discovery Team exists to be the front end of AOS, handling most all inbound communication from prospective and existing clients. In short, their primary focus is to turn marketing efforts into project opportunities for the sales team. Along the way, their mission is to “Discover More”, understand more about a prospect’s desired project, gain insight into what is important to each individual prospect, and identify the “why” behind the project. By focusing on meeting with interested and qualified prospects, Allied can more efficiently earn projects for the production team. This is done primarily via phone and Zoom calls.

Role Competencies:

1. Interpersonal Effectiveness
2. Attention to Detail
3. Fast Response Times
4. Persuasiveness
5. Conflict Management
6. Assertiveness & Hustle
7. Client-oriented
8. Team-oriented
9. Active Listening

Technical Knowledge:
Required:

• Experience using CRM Tools
• Experience with MS Office Suite and Google Suite
• Ability to quickly learn new tools

Desired:

• Experience with Slack and/or RingCentral
• Background or knowledge of construction best practices
• Background in inside sales or appointment setting

Culture Fit:

1. Win Together
2. Fail Forward
3. Be Relentlessly Resourceful
4. Be Inspiring
5. Communicate Constructively
6. Walk the Second Mile

Qualifications:
Required:

• 2  years experience on the phone communicating with prospects & clients
• Energized by talking with people
• Possesses excellent communication skills and interpersonal abilities
• Should have examples of:
  • Active Listening
  • Balancing ‘Wants’ vs ‘Needs’
  • Attending to relationships
  • Exhibiting a sense of mastery and self-respect

Desired:

• Can demonstrate top performance in past sales or customer service roles
• Experience in construction or related field
• Understanding of construction management processes

Building Blocks (KPIs):

• Primary: Sales revenue discovered
• Secondary: Call activity metrics

Timely Measurables:

• First 30 Days:
  • More excited to speak with customers than when you started
  • Proficient in every platform (Core, RingCentral, Zoom, Slack, Google Suite)
  • Able to locate and track team metrics
  • Able to quickly navigate and utilize The Playbook (familiarity, grasp, comprehend)
• First 90 Days:
  • More excited to speak with customers than when you started?
  • Quality of questions has improved
  • Appointment Cancel % is below 10% & No Show % is below 1.0%
  • Comfortable with high majority of calls and customer questions
  • Know where/who/how to get complex questions answered
  • Able to relate phone calls/interactions to our core values
  • Understanding of the life of a job (Full lifecycle and company lingo)
  • Understanding of the different roles/departments and key individuals throughout

Salary : $60,000 - $80,000