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Customer Intake Associate

Department: Customer Service
Location:

Customer Intake Associate

Position Type: Full-time, non-exempt (Hourly) position eligible for overtime. This is a 100% remote Customer Service position. Therefore, an efficient home office environment with strong reliable internet service is required.

Job Summary:

The Customer Intake Associate (CIA) is responsible for handling high volume inbound and outbound calls and assists prospective customers in scheduling energy assessments.

Essential Functions:

The Essential Functions are representative, but not all-inclusive, of the knowledge, skills, and abilities required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

  • Customer Interaction:
    • Handle a high-volume inbound calls from prospective customers, offering support and information.
    • Initiate outbound calls to interested prospects and referrals.
    • Resolve customer issues and concerns promptly and effectively.
    • Utilize knowledge of a specific product, service, or other assigned area of expertise to address inquiries or direct them to the appropriate staff member.
  • Scheduling and Coordination:
    • Assist prospective customers in scheduling energy assessments based on their preferences and availability.
    • Collaborate with internal teams to ensure efficient scheduling and timely follow-up with customers.
  • Sales Performance:
    • Achieve and exceed agreed upon monthly sales targets.
    • Adhere to a proven sales process with enthusiasm, positivity, and dedication.
  • Perform additional tasks as required.

Education & Experience:

  • Requires a high school diploma or equivalent.
  • Proficient with Microsoft Office Suite or related software with the ability to learn new software.
  • Familiarity with CRM systems (Salesforce, Microsoft Dynamics, etc.)
  • Excellent communication skills including active listening.
  • Service-oriented and able to resolve customer grievances in a professional manner.
  • Previous experience in high-volume telephone sales or related field.
  • Deadline and detail oriented.
  • Knowledge of, or ability to learn, product, service, or area of customer service specialization.
  • Requires proficiency in reading, writing, and communicating in English.
  • Current residency in states of AZ, CA, CO, CT, FL, GA, LA, MA, ME, MO, NC, NE, NH, NJ, NV, NY, OH, RI. SC, TN, TX, or VT is required to comply with state tax regulations. All candidates must be willing to work EST time zone regardless of where they live (8am - 5pm EST, Monday - Friday)

Perks/Benefits:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid training
  • 401k Retirement Plan with match
  • PTO with accrual schedule
  • Paid holiday schedule
  • Remote work environment
  • All necessary equipment provided by company
  • Overtime opportunities available
  • Employee Assistance Program
  • Fast growth opportunities!

Work Environment:

  • Remote position: This position is in the employee’s residence and requires the employee to have a workspace free of distraction during work hours to perform job duties.

Physical Demands:

  • Requires sitting at a desk for long periods of time, performing tasks on a computer.

Equal Opportunity Employer:

At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, color, religion, national origin, sex, age, gender identity, or expression, sexual orientation, physical or mental disability, veteran status, or any other applicable characteristics. All employment decisions are based on qualifications, skills, and experiences needed to successfully perform the job.

Compensation: $19 per hour

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