CustomerSalesRepresentative-HVAC&Plumbing

### **Job Title: Customer Sales Representative – HVAC & Plumbing** **Position Type:** Full-Time, Remote **Working Hours:** U.S. Business Hours (including evenings and weekends as needed) ### **About the Role** We’re hiring a Customer Sales Representative (CSR) to serve as the front line of customer communication for a fast-paced HVAC & Plumbing business. This role is responsible for handling high-volume inbound calls, converting customer inquiries into booked service appointments, and promoting the company’s Pipeline Club membership program. You will play a direct role in driving revenue growth while delivering a professional, empathetic, and customer-first experience on every interaction. The ideal candidate is confident on the phone, sales-oriented, highly organized, and motivated by performance metrics and customer satisfaction. ### **Responsibilities** ### **Inbound Sales & Customer Call Handling** • Professionally handle inbound customer calls with empathy, confidence, and urgency • Convert inbound inquiries into booked plumbing and HVAC service appointments • Maintain a target call-to-booking conversion rate of 85% or higher • Build trust quickly and guide customers toward appropriate service solutions • Handle objections professionally while maintaining a positive customer experience ### **Appointment Scheduling & Membership Sales** • Efficiently schedule appointments based on technician availability and customer needs • Identify upsell opportunities during customer conversations • Promote and sell the Pipeline Club membership program during eligible calls • Achieve a minimum 10% membership close rate • Contribute toward the goal of selling 35 memberships within the first 90 days ### **CRM, Documentation & Process Management** • Accurately log customer interactions, notes, bookings, and follow-ups in the CRM • Follow established scripts, workflows, and call-handling procedures consistently • Document successful approaches and contribute ideas to improve conve