Inside Sales Representative

About the Role

We are looking for a personable and highly responsive Inbound Appointment Setter to manage incoming customer inquiries and schedule qualified in-home consultations. You will serve as the first point of contact for prospective customers, responding to approximately 40–50 inbound calls and online inquiries per day. Your primary goal will be to connect with leads quickly, understand their needs, determine whether the company’s services are a good fit, and coordinate appointments with the appropriate sales representative.

This is primarily an inbound role. It requires strong judgment, an upbeat communication style, and the ability to manage multiple conversations and calendars with limited supervision.

Responsibilities

• Answer inbound calls promptly and respond to web, text, and email inquiries within minutes.
• Engage prospective customers in English or Spanish and create a welcoming first impression.
• Ask relevant questions to understand each customer’s project and determine whether it qualifies for an in-home consultation.
• Clearly explain the company’s services and professionally assist leads whose requests fall outside its offering.
• Schedule consultations across multiple sales representatives based on availability, location, and travel efficiency.
• Maintain complete and accurate lead, appointment, and communication records in the CRM.
• Follow up with prospective customers and confirm or reschedule appointments when needed.
• Collaborate with the sales and operations teams to ensure smooth handoffs and effective calendar coordination.
• Learn the company’s services, coverage area, and qualification criteria to make confident decisions independently.
• Help improve lead-response and appointment-setting processes as the function continues to develop.

Must-Have Requirements

• 3–6 years of experience in appointment setting, inbound sales, lead qualification, customer service, or a similar customer-facing role.
• Advanced English and fluent Spanish, with clear, confident, and professional verbal communication.
• Experience handling a high volume of inbound calls and digital inquiries while maintaining speed and accuracy.
• Hands-on experience using a CRM such as Pipedrive, HubSpot, Salesforce, or a comparable platform.
• Strong ownership, multitasking abilities, attention to detail, and the judgment to qualify leads with limited supervision.

Nice-to-Have Requirements

• Experience in home services, home improvement, construction, remodeling, or a related residential service industry.
• Familiarity with businesses offering roofing, flooring, kitchens, bathrooms, landscaping, pools, windows, doors, or similar services.
• Experience coordinating in-home consultations, field sales appointments, or geographically distributed schedules.
• Ability to use maps and routing tools to organize appointments efficiently and reduce travel time.