Inside Sales Representative

Job Title: Bilingual Inside Sales Representative

Reports to: Sr. Director, Marketing

Are you ready to take on an exciting challenge and make a real impact? We are seeking a highly motivated, results-driven, experienced Bilingual Inside Sales Representative fluent in English and Spanish to join our Direct-to-Consumer (“D2C”) team. 

This is more than just a job–it’s an opportunity to be part of a new and dynamic initiative with incredible growth potential. If you thrive in a fast-paced environment, excel at building relationships, and are eager to help customers while driving success, we want to hear from you. 

Essential Functions:

• Educate prospective customers on program specifics and the benefits of the same

• Effectively oversee a pipeline of new leads and applications

• Conduct follow-up activities with new leads and applications via phone, email, and text

• Perform inbound and outbound communications with property owners

• Take financing applications over the phone from property owners

• Follow up on applications without a contractor assigned and refer the applicant to one or multiple of our registered and active contractors

• Follow up with contractors to ensure they are working on the referred applications in a timely manner

• Assist underwriters in obtaining required documents from the property owners to issue a decision and, ultimately, a final approval 

• Be driven to provide a positive customer experience every time

• Provide timely feedback to management on new features, products, or processes that could potentially increase customer engagement and result in higher conversion rates

• Meet or exceed Key Performance Indicators (KPIs) 

Competencies: 

Set of demonstrable characteristics to demonstrate knowledge, skills, and abilities (sometimes these are blended with essential functions)

Required Qualifications:

• 2+ years of sales and/or call center experience in mortgage, financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries, or similar.

• Experience with Salesforce.com, Google Docs, Gmail, Mac OS and/or PC.

• Excellent communication skills

• Ability to effectively manage various obligations simultaneously

• Comfortable in a startup environment 

• Must be able to work evenings and weekends as needed