Appointment Setter

Appointment Setter will work within American Solar & Roofing Sales Team and will focus primarily on prequalifying Opportunities (new customer leads) for residential solar electric (PV) systems and roofing systems.

• The Appointment Setter will collect opportunity information, answer questions from customers and set appointments for site evaluations for Sales Consultants (SC’s)
• Schedule roof inspections for customers who inquire about replacing or repairing their roof.
• Contact all new Opportunities daily and gather all necessary info to prequalify the Opportunities using approved company process with the intent of establishing a site visit for S.C.
• Fill in all appropriate Salesforce fields as defined by Management and the Workflow Process document
• Participating in various shows, expos and community events as a representative of AS&R
• Check sales voice mail regularly and respond accordingly
• Help to shape prospects’ expectations on buying solar & roofing
• Keep lead record activities up to date in Salesforce
• Utilize inside sales tools and technologies as instructed with attention to accuracy and detail
• Meet or exceed sales lead follow up goals
• Make 50+ phone calls and 20 emails per day to new and old leads and current customers
• Create and update quotes with customer information and inspection photos
• Manage various campaigns created by the company.

• Assist the service department with their responsibilities, including scheduling service appointments, creating quotes, and communicating with customers.
• Generate quotes for sales and/or service opportunities.
• Keep sales documents printed and available.
• Maintenance & upkeep of OSA/ISA process binders
• Update email templates and reports through Salesforce

• Education:
  
  Minimum of high school diploma
• Experience:
  
  1 – 2 years of previous customer service experience
• Other:
  Must be outgoing and present an impeccable professional manner

• Highly developed sense of integrity and commitment to customer satisfaction with a pleasant, patient, and friendly attitude.
• Clear, accurate and professional communications, in both verbal and writing skills. Ability to listen with care.
• Attention to detail and ability to follow through, with strong decision making and analytical skills; excellent organizational skills.
• Excellent follow up skills to achieve performance goals.
• Answer all inbound calls throughout the day.
• Make 50+ outbound calls and 20 emails per day.
• Experience with multi-line phones; proficient in Microsoft Word, Excel and Outlook;
• Ability to use Salesforce CRM software.
• Willingness to learn technical information regarding solar system and roofing design, installation and operation.
• Ability to manage multiple tasks, set priorities and work within time constraints.
• Must be a self-starter who can work effectively, patiently, and pleasantly with other staff, customers and the general public

Note :
The Appointment Setter position, not unlike any other job, will include some tasks that are monotonous. The Appointment Setter should be able to quickly identify themselves as a member of a top-notch team that is looking to maximize American Solar & Roofing saturation and quality of service in the Arizona residential solar market.

• Long stretches of time sitting down and using a computer and phone
• Extended periods of time reading a computer screen.
• Climbing up and down stairs
• Ability to lift and move boxes up to 40lbs