Close service agreements, ensuring all forms are completed and signed.
Complete credit applications and collect deposits or initial payments when applicable.
Complete installation forms and coordinate with Customer Service for processing.
Conduct site assessments to ensure safe and efficient installations.
Meet the monthly rental quota (RMR).
Plan weekly work activities.
Conduct at least one interaction (call or visit) every 4 months with assigned clients and document it in Salesforce.
Deliver daily product and service presentations.
Maintain ongoing communication with the Sales Manager or team lead.
Make intervention calls for offer approvals or term changes.
Ensure each sale complies with management‑approved pricing.
Properly manage the CRM (Salesforce.com), including daily data entry.
Generate quotes based on customer needs.
Maintain a professional presence, enthusiasm, and a positive attitude.
Review daily appointments and prospects in Salesforce.
Attend virtual meetings and the mandatory in‑person end‑of‑month meeting.
Review documentation before submitting it for processing.
Complete expense reimbursement reports.
Perform any other assigned duties.
