Local Moving Sales Specialist - Inbound Sales, Virtual Estimates

Local Moving Specialist – Inbound Sales, Virtual Estimates, & Ready Roles Sales

Location: Memphis, TN (Chamber Representation TBD)

Department: Sales & Business Development

Reports to: Sales Team Lead

Position Overview

The Local Moving Specialist is responsible for handling inbound moving estimates, conducting virtual estimates for local and long-distance moves, executing the Realtor Program, selling Ready Roles services, and driving corporate relocation and property management partnerships.

This role operates as the primary inbound sales representative in the queue, conducting virtual estimates for local moves under 4,000 sq. ft., long-distance moves under 2,000 sq. ft., and referring larger long-distance moves to the Head Sales Specialist for on-site estimates.

Additionally, this position is the company’s go-to salesperson for Ready Roles, conducting virtual consultations with moving companies and converting inquiries into Ready Roles placements.

The Local Moving Specialist is required to follow the 5X Follow-Up System to maximize conversion rates and ensure no lead is lost.

Key Responsibilities

Inbound Sales Queue & Virtual Estimate Management

✅ Serve as the first point of contact for inbound moving inquiries, handling calls, web inquiries, and virtual appointment requests.

✅ Conduct virtual estimates for:

• Local moves under 4,000 sq. ft.

• Long-distance moves under 2,000 sq. ft.

✅ Schedule on-site estimates with the Head Sales Specialist for:

• Long-distance moves over 2,000 sq. ft.

• Complex residential moves requiring an in-person assessment.

✅ Ensure all inbound leads are promptly engaged and scheduled for virtual estimates to maximize efficiency.

✅ Track all estimates & appointments in the CRM, ensuring proper follow-ups.

5X Follow-Up Process & Lead Conversion

✅ Follow the 5X Follow-Up Rule for all inbound estimates, ensuring proper engagement before marking a lead as lost.

✅ Confirm all virtual estimate appointments via text, call, and email to minimize no-shows.

✅ Re-engage unbooked leads with urgency messaging and tailored solutions to push conversions.

✅ Work with the Inside Sales Manager (PH Team) to ensure all unbooked estimates receive structured follow-ups.

️ Ready Roles Sales & Virtual Consultations

✅ Manage the Ready Roles virtual sales queue, ensuring all inbound inquiries are addressed and scheduled.

✅ Conduct virtual consultations with moving companies looking to integrate virtual assistants into their operations.

✅ Guide clients through the Ready Roles sales process, explaining how virtual assistants can support their business.

✅ Ensure all Ready Roles consultations result in a clear next step—whether it’s placement, follow-up, or further discussion.

✅ Log all Ready Roles inquiries in CRM and track conversion rates for placement success.

✅ Coordinate with the Ready Roles fulfillment team to ensure smooth onboarding for new clients.

✅ Execute structured follow-ups on all Ready Roles leads, ensuring that no sales opportunities are lost.

Realtor Program – Relationship Management & Growth

✅ Manage and engage with 25 of the top 200 Realtors, ensuring consistent referrals.

✅ Attend at least two Realtor networking events per quarter to maintain relationships and generate new move leads.

✅ Track all Realtor touchpoints in the CRM, ensuring full transparency in referral activity.

✅ Work closely with the Sales Team Lead to ensure Realtor outreach is executed across the sales team.

Chamber of Commerce Representation & Local Networking

✅ Represent Big League Movers at a local Chamber of Commerce (TBD based on employee’s residence).

✅ Engage with local businesses, apartment communities, and real estate professionals to drive referral growth.

✅ Track and report Chamber-generated leads, ensuring follow-ups occur within 48 hours.

HR Manager & Corporate Relocation Program Development

✅ Maintain active membership in the Society for Human Resource Management (SHRM) and attend SHRM events monthly.

✅ Meet with customers relocating for work and connect with their HR departments to establish corporate relocation partnerships.

✅ Develop and implement structured relocation packages to simplify moves for companies relocating employees.

✅ Schedule & conduct at least one HR presentation per month to position Big League Movers as the preferred corporate relocation provider.

Property Management, Apartment & Self-Storage Partnerships

✅ Maintain active membership in the local Apartment Association and attend networking events monthly.

✅ Develop partnerships with property managers, apartment leasing agents, and self-storage leasing agents to generate ongoing move referrals.

✅ Schedule & conduct at least one presentation per month for apartment managers, leasing agents, or self-storage operators to strengthen referral partnerships.

✅ Track & report all property manager and apartment-generated leads, ensuring follow-ups occur within 48 hours.

Sales Performance & Follow-Up Strategy

✅ Adhere to the 5X Follow-Up Rule for all estimates, ensuring full engagement before marking a lead as lost.

✅ Ensure accurate CRM tracking of all lead interactions, referral partnerships, Ready Roles sales, and corporate relocation leads.

✅ Generate weekly reports on estimate conversion rates, Realtor engagement success, Ready Roles consultation bookings, and business development progress.

Success Metrics (KPIs)

Estimate-to-Booking Rate: 50% conversion for moves under 4,000 sq. ft.

Realtor Program Engagement: Consistent touchpoints with 25 assigned Realtors & 5 referrals per month.

Local Move Growth: Attract 20 new local move clients per month from inbound and referral sources.

Follow-Up Compliance: 100% of leads receive structured follow-up per the 5X Rule.

HR & Corporate Relocation Growth: Secure at least 2 new HR relocation partnerships per quarter.

SHRM Participation: Attend SHRM events monthly & present to HR managers quarterly.

Property Manager & Apartment Growth: Develop at least 5 active referral relationships per quarter.

Apartment Association Participation: Attend Apartment Association events monthly & present to leasing agents quarterly.

Ready Roles Sales: Convert Ready Roles consultation inquiries into successful placements, hitting monthly sales targets.

Networking ROI: Convert 10 move leads per month from Realtor & Chamber networking efforts.

Why This Role Matters

The Local Moving Specialist is the primary driver of inbound move sales, Realtor engagement, Ready Roles sales, and corporate relocation growth. By managing the sales queue, executing structured follow-ups, and developing business relationships, this role directly impacts move bookings, consulting sales, and referral-driven growth.

Key Outcomes:

✅ Higher virtual estimate & on-site booking conversion rates.

✅ Expanded Realtor Program with consistent referral growth.

✅ Increased move bookings through Chamber of Commerce & apartment community partnerships.

✅ Established corporate relocation packages with HR managers to generate consistent employee relocation leads.

✅ Increased Ready Roles consultation sales through structured virtual engagement.

✅ Faster lead response times & optimized follow-ups, reducing lost opportunities.

This position is ideal for a results-driven sales professional who thrives in networking, referral partnerships, and high-volume lead conversion.