We are seeking a highly skilled Site Services Specialist - Sales with strong experience in Zoho CRM to join our dynamic team. This position plays a pivotal role in managing client relationships, driving sales activities, and optimizing the use of Zoho CRM to enhance operational efficiency and sales performance. The ideal candidate will be a proactive, customer-focused individual who can lead cross-functional teams and streamline sales processes.
Key Responsibilities:
Lead Handling & Qualification
- Respond to inbound calls/texts via Zoho Voice, forms, emails, and messages within SLA (speed-to-lead).
- Use approved call scripts and discovery questions to qualify scope, materials, timelines, access constraints, and budget.
- Create/complete Zoho CRM records on first touch - deal record, log notes, tasks, files, and next steps.
Quoting & Closing
- Prepare accurate quotes using approved vendor price offerings and margin guardrails.
- Present options clearly (sizes, timelines, restrictions, fees) and secure verbal/written acceptance.
- Handle sales objections with approved talk tracks; escalate complex price negotiations to the Manager when needed.
- Convert won quotes into invoices and purchase orders (POs) per SOP; route documents for e-signature (e.g., Zoho Sign).
Vendor Coordination
- Request and compare vendor quotes against targets; confirm availability, service dates, and constraints.
- Submit clean, complete work orders/dispatch details; follow up to confirm acceptance and timing.
- Proactively resolve routine vendor issues; escalate service risks promptly.
Customer Experience & Compliance
- Set clear expectations (delivery windows, placement, prohibited items, rental periods).
- Collect payment per policy; follow ID verification steps for card payments.
- Own post-order communication: confirmations, updates, and documented resolutions.
CRM & Process Hygiene
- Maintain impeccable CRM hygiene: accurate stages, activities, timestamps, attachments, and outcome codes.
- Follow all SOPs for deals, purchase orders, commissions, clawbacks, refunds, adjustments, and documentation.
- Participate in coaching: call reviews, role-plays, and product knowledge checks.
What Success Looks Like
- Sales Duration Cycle: Avg. time from lead to first contact meets or beats SLA.
- Conversion Rate by product at or above target.
- Gross Margin per Deal: within approved guardrails.
- CRM Hygiene Score: complete fields, accurate stages, timely tasks, quality notes.
- QA Call Score: meets/ exceeds standard on greeting, discovery, clarity, and compliance.
- Invoice/PO Accuracy: low error rate; zero preventable rework.
- Attendance/Time Tracking Compliance in Hubstaff.
Tools You’ll Use
- Zoho Learn (Training)
- Zoho CRM (pipeline, deals, PO's, tasks, email templates, KPI dashboards)
- Zoho Sign (agreements)
- Hubstaff (time tracking)
- RouteIQ (Vendor Database)
- Standard office apps for worksheets and documents
Job Type: Full-time
Application Question(s):
- This role requires deep familiarity with Zoho CRM and a process-oriented approach to managing the full sales cycle, from lead intake to post-sale follow-up. Please describe a time when you used Zoho CRM to manage and close a complex deal. In your answer, include:
1. How you qualified the lead and captured information in Zoho CRM.
2. What steps you took to prepare and present a quote.
3. How you coordinated with vendors and ensured accurate documentation.
4. How Zoho CRM helped you maintain data accuracy and follow SOPs.
5. What the outcome was (e.g., deal value, timeline, customer satisfaction).
- Have you completed the following level of education: Bachelor's Degree?
- Are you willing to sign the required documents including an independent contractor agreement and non-compete agreement?
- Have you worked a commission job before without a base salary?
- Are you able to commit to 33+ hours of total talk time (being on the phone) per week in this position without limitation?
- Do you currently work a side gig or own a business?
- Are you skilled with handling sales objections?
- Do you have a desktop workstation computer, high speed internet connection, and USB headset?
- Describe your approach to converting inbound leads into sales.
- How would you handle an upset or difficult caller?
- Give an example of a time you turned a hesitant caller into a successful sale.
Work Location: Remote
