CSA Solar RWP

CSR/Associate Operations – Job Description 

Associates will be responsible for making outbound calls to potential customers, and transferring Qualified leads to clients. Responsibilities include the following: 

Make outbound calls to potential customers to promote residential Roofing/Solar, using an approved script.  

Be on time attendance

Goal for Campaign is 2 qualified live transfers per day.  

Adhere to campaign and QA guidelines. 

Provide information about residential Roofing/Solar to customers. 

Answer customer questions and handle objections to persuade them to opt for solar/Roofing for their home.  

Transfer qualified leads to the client over the phone and meet monthly sales targets 

Record customer details and sales information into CRM system accurately 

Attend regular training sessions to keep updated with product knowledge and sales techniques 

Adhere to company policies and procedures, including compliance with campaign requirements and QA protocols. 

Deliver a positive customer experience through excellent communication and customer service skills. 

Maintain a positive and professional attitude towards customers and team members. 

Attend Morning and shift end meetings. 

Make sure hardware and software allocated to associates are maintained properly and not misused. 

Meet daily and weekly KPIs (Key Performance Indicators) 

Completing Dialing time of (7:20)