What are the responsibilities and job description for the Inside Sales Representative position at Michael Bonsby HVAC, Plumbing & Electrical?
Job Description
Job Description
About Michael Bonsby HVAC, Plumbing & Electrical
Michael Bonsby HVAC, Plumbing & Electrical is an established company with over 20 years of experience providing top tier service to the Maryland, Virginia and Washington D.C. communities.
The Role :
The Inside Sales Representative's (ISR) primary purpose is to re-hash unsold estimates, specifically HVAC system replacements but other lower value estimates as well, left in the field by Project Managers, Selling Technicians, and Service & Maintenance Technicians across all trades. When able, the ISR will coordinate, build rapport, and expectations with customers pre-sales visit, and, if the estimate is unsold post in-home visit, follow up with them immediately and through multi-channels. The ISR must build and maintain strong relationships, communication, and understanding with the outside sales field force and will work closely with the Sales Manager and / or General Manager to deploy specific sales strategies, processes, and tools to close sales.
Duties & Responsibilities :
- Pre-in-home visit (setting up for post-visit success, if unsold)
- Call customer and follow Lead Coordination script
- Confirm appointment time and customer presence
- Build rapport with customer and glean any useful information that may be useful to the Project Manager for the in-home visit or yourself post-visit
- Set expectations with customers on what Project Managers will be doing while at the appointment
- Attempt to pre-qualify customers for financing, if interested
- Post-in-home visit (selling an unsold estimate)
- Debrief with the Project Manager or Selling Technician immediately after every unsold sales appointment to understand what happened on the call; determine primary objection
- Develop a client specific follow-up plan to combat the primary objection; coordinate with General Manager / Sales Manager
- Contact customers with unsold estimates for up to 30 days
- Follow-up tools
- Use ServiceTitan (CRM), Hatch (messaging system), email, and phone calls to follow up with customers
Benefits and Perks :
Michael Bonsby HVAC, Plumbing & Electrical treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide all of our employees with :
Various medical, dental & vision plans, including 100% employer covered options for you and your family
Michael Bonsby HVAC, Plumbing & Electrical is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
