What are the responsibilities and job description for the Sales Advisor position at CultivaHR?
Major Duties and Responsibilities
Lead Generation
- Utilize our lead generation system to drive potential
clients to our website and encourage them to fill out the Cleaning Quote form.
- Follow up on leads, including contacting previous leads
during slow periods.
- Collaborate with the sales team to distribute leads based on
availability for site visits.
- Assist in procuring quality contractors to add to the hiring
pipeline.
Site Visits and Proposal Creation
- Schedule and conduct onsite visits with potential clients to
gather information about their cleaning needs.
- Identify client pain points and exclusions, assess the
status of their current cleaning service, and gather relevant details (e.g.,
measurements, pictures, cleaning frequency).
- Upsell additional services provided by our client when appropriate.
- Collaborate with the operations team to determine pricing
based on square footage, scope of work, and frequency.
- Create comprehensive and customized proposals using AirTable
and PandaDoc, ensuring accuracy and timely delivery (same or next day).
- Initiate timely follow-up communication with potential
clients after proposal submission to address questions and concerns that might
delay the closing of the sale.
- Maintain thorough records of all client communications and
update proposal documents as needed in AirTable.
- Continuously engage with potential clients until a decision
is made or until they enter the "Low Probability" stage.
- Send closing emails to potential clients who have not
responded or approved the proposal within 30 days after sent from PandaDoc.
Client Relationship Management
- Collaborate with the operations team during startup visits
to facilitate smooth transitions and ensure all necessary information is
conveyed to assigned contractors.
- Create and update contractor placement forms to document key
details, including contractor assignments, payment agreements, cleaning
schedules, and any specific client requirements.
- Address client complaints by directing them to customer
service or the operations team for resolution using the Complaint form on
AirTable.
- Regularly review sales reports and analyze performance
metrics to identify areas for improvement.
- Responsible for maintaining positive client relations
including responding to all client related sales calls and ensuring timely
follow up.
Complaint Handling and Customer
Satisfaction:
- Copy customer complaints into AirTable and record the date
and time of receipt. Use the complaint form.
- Contact customers to gather additional details about the
complaint and assure them that the issue will be resolved.
- Inform contractors about the complaint, request resolution
timelines, and follow up to ensure satisfactory completion.
- Communicate with the operations to ensure proper follow-up
and resolution.
- Call customers to confirm issue resolution and overall
satisfaction, documenting the outcome in AirTable Prospect Communication Log
Tab and on the Complains Grid moved to the correct stage.
Supervisory
Responsibilities
No
direct reports
Work Environment
This job operates in a professional office environment. This
role routinely uses standard office equipment such as computers, phones,
photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of
those that are typical of the job and must be met by an employee to
successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essential functions.
The employee is occasionally required to stand, walk,
sit, use hands to type, handle objects, tools or controls, reach with hands and
arms, climb stairs, talk or hear.
Position Type and Expected
Work Hours
This is a full-time position. Days and hours of work are
Monday through Friday, 8:30 a.m. to 5 p.m. but may be flexible as agreed upon
between executive management and employee. On call availability and periodic additional
time including nights and weekends or as job duties demand.
Requirements
Travel Requirements
This position requires heavy day time travel across the DFW
metroplex. Travel is 90% of the job.
Required Education and
Experience
- High school diploma or equivalent (Bachelor's degree in
Business Administration or related field preferred).
- Proven track record in account management, sales, or
related roles.
Preferred Education and Experience
- Familiarity with commercial cleaning services or janitorial
industry is advantageous.
- Proficient in using AirTable, PandaDoc, and other
relevant software applications.
- Trained on the Sandler Selling System, B2B sales and
experience with long sales cycle.
Required Skills and Qualifications
- Excellent communication and negotiation skills.
- Strong organizational and time management abilities.
- Ability to work independently and as part of a team.
Preferred Education and Experience
- Familiarity with commercial cleaning services or janitorial
industry is advantageous.
- Valid driver's license and willingness to travel for onsite visits.
- Proficient in using AirTable, PandaDoc, and other
relevant software applications.
- Trained on the Sandler
Selling System, B2B sales and experience with long sales cycle.
Required Skills and Qualifications
- Excellent communication and negotiation skills.
- Strong organizational and time management abilities.
- Ability to work independently and as part of a team.
Benefits
Why This Role?
- Work
on exciting projects that make a real difference.
- Be
part of a collaborative team that values innovation.
- Competitive
salary and opportunities for growth.
