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Call Center Representative

Institute on Aging -
San Francisco, CA

Quick Apply

Job Details

Full-time
$27 - $32 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Opportunities for advancement
Flexible schedule
Referral program

Qualifications

Active listening and feedback
Microsoft Excel
Interpersonal skills
Customer service
Call center experience
Enhance product knowledge
HubSpot CRM
Key Performance Indicators
Sales management systems proficiency
Customer support
CRM system proficiency
Cross-selling target achievement

Full Job Description

Transform Lives with Your Compassion and Expertise

At the Institute on Aging (IOA), we believe in enhancing the quality of life for individuals as they age, enabling them to maintain their health, well-being, independence, and participation in the community. For nearly 40 years, we’ve been dedicated to helping older adults and those with disabilities age in the place they call home. Now, we're calling on compassionate individuals to join our mission.

Why You'll Love Working Here

Hybrid Schedule: Enjoy the flexibility to balance your work and personal life.
Work-Life Balance: We understand the importance of maintaining a healthy work-life balance.
Robust Benefits Package: Comprehensive health coverage, retirement plans, and more.
Advancement Opportunities: Grow your career with us.

Your Role: Connect Client Sales Representative

The IOA Connect Client Sales Representative plays a critical role in connecting older adults and their families with the services and support offered by the Institute on Aging. This position is rooted in a dynamic, fast-paced call center environment focused on delivering compassionate, solution-driven sales through inbound and outbound calls, emails, and chat interactions. The Connect Client Sales Representative reports to the Call Center Sales Manager.

What you will do:

Sales and Revenue Generation:

Answer inquiries via Omni channels - inbound calls, emails, chat and office walk-in.
Conduct outbound sales calls to prospective clients and leads, showcasing the benefits of our programs and services.
Meet and exceed sales targets to contribute to the overall growth and success of the Institute on Aging.
Upsell and cross-sell additional services, identifying solutions that meet the unique needs of each prospective client.

Sales Reporting and Analysis:

Log, record and maintain accurate records of all sales activities and client interactions using our tracking process and technology.
Conduct outbound sales calls to prospective clients and leads, showcasing the benefits of our programs and services.
Meet and exceed sales targets to contribute to the overall growth and success of the Institute on Aging.
Upsell and cross-sell additional services, identifying solutions that meet the unique needs of each prospective client.

Client Relationship Management:

Build and maintain strong relationships with existing and prospective clients to foster loyalty and trust.
Address client inquiries and concerns promptly and professionally, ensuring exceptional client satisfaction.
Follow up with clients to provide ongoing support and ensure their needs are met.

Team Collaboration:

Collaborate with the sales and marketing team to strategize and implement marketing and sales campaigns effectively.
Share insights and feedback from client interactions to improve marketing and sales strategies and client experience.
Collaborate and foster relationships with various departments to ensure smooth handovers and client transitions between departments.

Empathy and Sensitivity:

Display genuine empathy, sensitivity, and respect for the needs and concerns of elderly clients.
Ability to listen actively to prospective clients, understand and identify their needs to offer appropriate solutions.
Strong ability to apply common sense and decision-making skills to benefit the prospective clients.
Understanding the importance of KPIs and metrics is required.

What We’re Looking For

Proven track record of at least 3-5 years as a successful sales representative in a call center or similar environment.
At least at College-level - required, and additional relevant certifications or coursework is a plus.
Intermediate to advanced knowledge in Microsoft Office Suite, CRM (knowledge about HubSpot is a PLUS), and software and phone skills.
Intermediate to advanced knowledge in the use of a computer, plug-in and wireless headset.
Knowledge of computer and technical troubleshooting is a PLUS.

Physical Requirements

Mobility: Ability to reach overhead and below the knees, including bending, twisting, pulling, and stooping.
Coordination: Multi-limb and eye-hand coordination.
Endurance: Ability to sit at a desk for prolonged periods while working on computers. Ability to move, lift, carry, push, pull, and place objects weighing more than or equal to 40 pounds without assistance.

IOA reserves the right to adjust work hours or duties when appropriate.

Institute on Aging is an Equal Opportunity Employer. Institute on Aging is committed to cultivating a diverse and inclusive work environment and providing equal opportunities to all employees and job applicants without regard to age, race, religion, color, national origin, sex, sexual orientation, gender identity, genetic disposition, neuro-diversity, disability, veteran status or any other protected category under federal, state and local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Type: Full-time

Pay: $27.00 - $32.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Referral program
Vision insurance

Experience:

customer service / sales: 3 years (Required)
CRM and/or HubSpot: 2 years (Required)
call center : 1 year (Preferred)

Ability to Commute:

San Francisco, CA 94118 (Required)

Work Location: Hybrid remote in San Francisco, CA 94118

Quick Apply

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