Position Overview
The Customer Service Representative supports company growth by managing inbound and outbound leads, nurturing prospective clients, and ensuring timely, professional follow-up across all channels. This role bridges marketing, sales, and customer experience without carrying a traditional hard sales quota. Key Responsibilities
- Respond promptly to inbound inquiries (phone, email)
- Qualify leads based on established criteria
- Schedule appointments for sales or account teams
- Maintain accurate lead status and notes in CRM
- Conduct warm outbound outreach to prospects and past inquiries
- Follow structured follow-up cadences (calls, emails)
- Re-engage dormant or unconverted leads
- Share relevant information and resources to move prospects forward
- Log all interactions accurately in CRM
- Track lead sources, outcomes, and conversion stages
- Assist with reporting on lead volume, response time, and conversion metri...