Customer Solutions Advisor (CSA)

Posted 2 Days Ago
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Wilsonville, OR, USA
In-Office
100K-150K Annually
Entry level
Professional Services
The Role
Connect with 60–100 customers daily through phone, email, and text; close HVAC, plumbing, and electrical service sales; re-engage unsold leads; support project managers; manage cancellations, financing, and payments; and document customer interactions in ServiceTitan CRM. Success is measured by closed deals, monthly sales, rapid lead follow-up, and pipeline growth.
Summary Generated by Built In

Description

"Second to None…Since 1901!"

At Wolfers Home Services, we’ve been taking care of homes and families for more than a century — and we’re just getting started. As a fast-growing leader in residential HVAC, plumbing, and electrical services, we’re building something special: a company where high-performing teams, great culture, and meaningful work all come together.

We’re currently looking for a Customer Solutions Advisor who loves connecting with people, thrives in a fast-paced environment, and knows how to turn conversations into lasting customer relationships. If you’re energized by helping homeowners feel confident in their decisions — and you enjoy the challenge of closing deals — this could be a perfect fit for you. This role is all about building trust, re-engaging warm leads, and helping customers say “yes” to solutions that keep their families safe, comfortable, and stress-free. You’ll be the friendly voice that bridges the gap between our customers and technicians — and a key player in our continued growth.  

What’s in it for you? 

  • Earning potential of $100K–$150K+ (hourly + commission)
  • 100% coverage of your medical premiums, plus full dental, vision, and life insurance 
  • Company-matched 401(k) to help you plan for the future
  • Paid holidays and accrued PTO so you can rest, recharge, and enjoy life
  • Set weekly schedule — predictable hours for better work-life balance
  • All company tech provided, including phone, tablet, and laptop 
  • Ongoing training and career development to help you grow and succeed

Your Mission:

  • Connect with 60–100 customers per day via phone, email, and text.
  • Confidently close sales over the phone using empathy, urgency, and trust-building.
  • Re-engage unsold leads and recover missed opportunities.
  • Support project managers with closing and follow-up conversations.
  • Handle cancellation requests with professionalism and care.
  • Manage financing and payment collection for your closed deals.
  • Keep everything organized and documented in ServiceTitan CRM

What Winning Looks Like:

  •  2–2.5 closed deals per week
  • Working a Tuesday - Saturday or a Sunday - Thursday schedule
  • $150K in monthly closed sales
  • All unsold leads contacted within 24 hours
  • Multiple contact attempts across multiple days and channels
  • A growing pipeline and stronger customer relationships every week

Requirements

 The Characteristics and Skills You Have: 

  • Self-motivated — you bring your own drive and energy every day
  • Accountable — you take ownership of your results 
  • Fearless — comfortable standing on value and hearing “no”
  • A great communicator — you connect easily with all types of people
  • Tech-savvy and mechanically inclined
  • Familiar with basic financing concepts
  • Experienced in phone-based sales (bonus points if you’ve worked in a high-dial environment)

Skills Required

  • Self-motivated and driven
  • Accountable and willing to own results
  • Comfortable standing behind value and hearing rejection
  • Strong communication and interpersonal skills
  • Tech-savvy and mechanically inclined
  • Familiarity with basic financing concepts
  • Experience in phone-based sales
  • Experience in a high-dial sales environment
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The Company
Year Founded: 1901

What We Do

Wolfer’s Home Services is a residential and commercial home-services contractor serving Northwest Oregon, Southwest Washington, and surrounding areas. The company installs, maintains, and repairs heating, air-conditioning, indoor-air-quality, plumbing, electrical, sewer, and drain systems, and also provides sheet-metal fabrication and related emergency service for local homeowners and businesses. Founded in 1901, it emphasizes licensed technicians, energy efficiency, reliable workmanship, and customer satisfaction.

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