Customer Transformation Specialist helping Koronet customers improve buying, selling, and operations through platform adoption. Sharing customer insights with product, support, marketing, and sales teams to improve Koronet’s platform and strategy.
About the role
- Customer Outreach Specialist scheduling qualified meetings for Power TakeOff, a utility energy-efficiency software provider. Conducting high-volume phone and email outreach to help businesses reduce energy consumption.
Responsibilities
- Conduct high-volume outbound phone and email outreach to business, institutional, and commercial customers
- Identify customer interest and schedule qualified virtual meetings with Power TakeOff Energy Advisors
- Build a qualified sales pipeline through cold calling and email outreach
- Participate in contact finding and re-prospecting
- Build rapport with prospective customers, handle objections, and secure meeting commitments
- Maintain consistent follow-ups and thorough customer status notes
- Use Outreach.io, Salesforce, AI, and other tools to organize customer information and improve productivity
- Participate in training on outreach competencies and energy efficiency basics
- Follow established playbooks and program processes
- Complete accurate documentation and maintain organization and time management
- Partner with internal teams to support customer satisfaction and shared success
- Participate in team meetings and discussions
- Respond professionally to change and feedback
Requirements
- 1+ year of experience in outbound sales development, business development, customer outreach, call center sales, or a customer-facing role requiring proactive phone outreach is preferred
- Interest in energy efficiency, sustainability, utilities, or helping businesses improve operational performance is strongly preferred
- Motivation to engage prospective customers through cold calls and emails
- Ability to ask thoughtful questions, address customer concerns, and communicate the value of scheduling a meeting
- Ability to use and learn CRM systems such as Salesforce and Outreach.io and other software tools
- Comfort leveraging AI to support workflows
- Strong verbal and written communication skills
- Ability to work in a remote team environment and give and receive feedback
- Ability to develop and maintain positive customer and colleague relationships
- Positive and professional communication under pressure
- Effective sales skills and motivation to achieve goals
- Self-motivated with a strong work ethic
- Excellent organization, record-keeping, and time management skills
- Bilingual abilities are a plus
Benefits
- Performance-based bonus plan
- Medical insurance, including vision and dental
- Health Savings Account contributions
- Retirement plans with company matching
- Student Loan Incentive Repayment Program (eligible 12 months after employment)
- 15 paid vacation days, increasing to 20 after the first year
- 7 flexible well-being days
- At least 9 paid holidays
- All company winter break between Dec. 25th and Jan. 1st
- Summer “Friyays”, with each 2nd and 4th Friday off from June through August
- Ongoing manager and team support
- Company-covered accommodation and travel expenses for any company travel
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Customer Account Specialist delivering exceptional service to banking customers through inbound and outbound calls. Resolve inquiries and contribute positively to customer experience in personal and small business banking.
Customer Relations Specialist accountable for timely assistance to customers at Metergy Solutions. Managing billing inquiries and providing professional support in a call center environment.
Customer Relations Specialist enhancing customer experience through professional assistance at Metergy Solutions. Responding to inquiries and managing customer interactions in a call center environment.
Journey Management Specialist at Alberta Blue Cross® enhancing customer experiences through data and collaboration. Leading customer journey management while working with cross - functional teams.