Customer Intake Coordinator

Customer Intake Coordinator / Sales Development Representative

AVID Energy Solutions, a Mass Save Partner, is seeking an experienced, outgoing and highly motivated individual to join our team. You will earn $55,000+ with uncapped commissions by assisting prospective customers in reviewing their needs and scheduling no-cost home energy assessments with cutting edge tools and technology to improve homeowners energy efficiency and utility cost savings.

As our Customer Intake Coordinator you will be responsible for qualifying Massachusetts homeowners and renters to see if their residence qualifies for energy efficient incentives and a no-cost home energy assessment from the Mass Save program. This will include fielding a high volume of inbound and outbound calls as well as emails and working within the company Salesforce CRM and Hancock scheduling tool.

• Qualify and schedule Massachusetts homeowners and renters for no-cost energy assessments
• Manage a high volume of inbound calls and emails from prospective customers
• Complete a high volume of outbound calls and emails to interested customer leads and referrals
• Reach and exceed agreed-upon monthly marketing and sales targets
• Set follow up appointments and emails as necessary to support customer prospects
• Working with the Marketing, Sales and Customer Service teams to properly identify and assign customer and lead inquiries
• Follow a proven marketing and sales process to achieve goals within the desired deadline
• Schedule customer home energy assessment appointments for our Energy Efficiency Specialists
• Work within Salesforce CRM and EPlus home energy assessment software
• Stay up-to-date with industry trends and best practices in insulation technology and energy efficiency
• Other duties as assigned

• 1-2 years similar experience in sales or marketing of residential home work or construction
• 1+ years of experience with the Mass Save program or similar residential home auditing program a plus
• Prior experience in a high-volume phone sales handling outbound and inbound calls and emails
• Prior experience with Salesforce CRM preferred
• Proficient in English, if you speak Spanish or Portuguese it's a plus
• Self-motivated and an ability to work independently or as part of a team
• Outstanding interpersonal skills: must display patience, humor and helpfulness at all times
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and manage deadlines to achieve goals
• Consent to a background check and drug test screening

• Flexible work schedule
• Health, Dental and Vision insurance
• FSA and HSA available
• Life insurance and Short-Term Disability
• Multiple Weeks of Paid time off & Paid company holidays
• Phone reimbursement
• Uncapped commissions and bonuses
• Continuous training and growth opportunities
• Referral program for Customers and Employees