The Role
Place outbound calls, texts, and emails to prospective and existing customers to generate interest and schedule sales appointments. Enter and maintain accurate lead and appointment data in the CRM, coordinate schedules for sales professionals, track customer interactions, and perform related clerical tasks to support the sales team.
Summary Generated by Built In
Baker Roofing Company – Customer Engagement SpecialistBaker Roofing invests in our employees by empowering success and offering training courses. We value our employees by providing competitive benefits, prioritizing safety, and emphasizing work-life balance.
With more than 25 locations across the Southeast, Baker Roofing Company is an industry leader in providing an outstanding experience in commercial roofing, residential construction, metal fabrication, restoration, and more. We pride ourselves on over 100 years of quality work, investing in our employees, and providing a family-centered culture.
Apply today if this sounds like the opportunity you have been looking for! SummaryCustomer Engagement Specialist is responsible for placing outbound phone calls, texts, and/or emails to prospective customer and/or existing customers. The purpose is to generate customer interest and set up an appointment for Baker Sales Professional to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will set up this information in the Customer Relationship Management (CRM) tool as well as setting the appointment for the Sales Professional.RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The lists below are representative of the knowledge, skill and/or ability required.Minimum Qualifications
Baker Roofing Company is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. If you need special assistance or accommodation in applying for employment at Baker Roofing Company, please contact our Recruiting department at 919-828-2975 or [email protected].
EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
With more than 25 locations across the Southeast, Baker Roofing Company is an industry leader in providing an outstanding experience in commercial roofing, residential construction, metal fabrication, restoration, and more. We pride ourselves on over 100 years of quality work, investing in our employees, and providing a family-centered culture.
Apply today if this sounds like the opportunity you have been looking for! SummaryCustomer Engagement Specialist is responsible for placing outbound phone calls, texts, and/or emails to prospective customer and/or existing customers. The purpose is to generate customer interest and set up an appointment for Baker Sales Professional to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will set up this information in the Customer Relationship Management (CRM) tool as well as setting the appointment for the Sales Professional.RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The lists below are representative of the knowledge, skill and/or ability required.Minimum Qualifications
- Education: Minimum High School Graduate/ College Preferred
- Years of Experience: Minimum of 1 year outbound sales/appointment setting
- Certifications: None
- Language Skills: Must speak English fluently
- Driver License: Preferred
- Experienced with Microsoft Outlook, Word, Excel at an intermediate level
- Excellent written and verbal communication skills
- Strong interpersonal skills and ability to work effectively with peers, clients, vendors, and a wide range of people with diverse cultural backgrounds
- Possess a motivated and professional attitude
- Ability to work independently, handle multiple tasks simultaneously and access all responsibilities for priority
- Accuracy in CRM updates and the assignment of work to other individuals within the company
- Manage lead files and prioritize appropriate steps to ensure maximize utilization
- Communicate with customers as it relates to job function – Baker offerings, scheduling, follow-through
- Ability to simultaneously work within CRM/Salesforce/Excel/other
- Knowledge of Microsoft Outlook, Excel, Word, other
- Assist in scheduling of sales persons
- Work within a team with a cooperative spirit
- Notify management of trends or issues with the customer interaction process
- Work schedule flexibility (occasional work from home)
- Ability to adapt to changing work processes
- Other clerical tasks as needed and requested
- Prolonged use of computer; typing, reading, sitting
Baker Roofing Company is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. If you need special assistance or accommodation in applying for employment at Baker Roofing Company, please contact our Recruiting department at 919-828-2975 or [email protected].
EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
- Principals only. Recruiters, please don't contact this job poster.
Skills Required
- Minimum High School Graduate
- College (preferred)
- Minimum 1 year outbound sales/appointment setting experience
- Fluent English (verbal and written)
- Intermediate proficiency with Microsoft Outlook, Word, Excel
- Experience using CRM systems (Salesforce) and maintaining accurate CRM updates
- Excellent written and verbal communication skills
- Strong interpersonal skills and ability to work with diverse populations
- Ability to work independently, handle multiple tasks, and prioritize
- Accuracy in data entry and assignment of work within company systems
- Driver's license
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The Company
What We Do
Founded in 1915, Baker Roofing Company is one of the nation's largest and oldest roofing contractors. 100% employee-owned, the company provides high-quality commercial and residential roofing services across the Southeast and Mid-Atlantic regions, emphasizing long-term accountability, expertise, and a commitment to delivering professional, durable roofing solutions for homes, businesses, and institutions.
