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8 days ago
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crm salesforce customer service cross-selling outbound calls

📋 Description

  • Lead structured outbound call campaigns to customers after home improvement projects
  • Pitch and enroll customers in automatic payment (autopay) programs
  • Conduct consultative cross-sell conversations
  • Work rotating campaign assignments based on business need
  • Manage a cloud-based phone system
  • Identify and escalate customer issues appropriately

🎯 Requirements

  • Comfortable working from a script while sounding natural
  • Strong written communication
  • Able to navigate multiple software platforms simultaneously
  • Coachable, metrics-aware, able to receive direct feedback
  • Experience with Salesforce or similar CRM (preferred)
  • Background in financial services, lending, solar, or home improvement (preferred)

🎁 Benefits

  • $22/hour plus potential bonus opportunities
  • Clear growth path to team lead, escalation specialist, and financial product specialist tracks
  • Opportunity to grow into a Licensed Loan Officer role
  • Structured training from day one
  • Promotes from within
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