Customer Acquisition Specialist

Summary

Customer Acquisition Specialist is responsible for placing outbound phone calls, texts, and/or emails to prospective and existing customers. The purpose is to generate customer interest and set up an appointment for Baker Sales Professionals to meet with them to discuss Baker Roofing offerings. Utilizing this information, the coordinator will enter the data into the Customer Relationship Management (CRM) system and schedule appointments for the Sales Professional.

• Education:
  
  Minimum High School Graduate / College Preferred
• Years of
  
  Experience:
  
  Minimum of 1 year outbound sales / appointment setting
• Certificates:
  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 maximum utilization
• Communicate with customers regarding job function – Baker offerings, scheduling, follow‑through
• Simultaneously work within CRM, Salesforce, Excel, and other tools
• Knowledge of Microsoft Outlook, Excel, Word, and other software
• Assist in scheduling 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)
• Adapt to changing work processes
• Perform other clerical tasks as needed and requested

• Prolonged use of computer; typing, reading, sitting

The statements herein are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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.

EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor