Sales and Customer Engagement Specialist (ZR_19941_JOB)

This is a remote position.

Key Responsibilities:

Customer Engagement:

• Respond promptly to customer inquiries via phone or email.
  
• Provide accurate pricing and reservation details using vendor pricing matrices.
  
• Ensure a seamless and positive customer experience, addressing inquiries with professionalism.
  

Appointment Setting:

• Identify engagement signals and proactively schedule appointments with prospective clients.
  
• Utilize tools such as Apollo to enhance lead tracking and outreach.
  

Sales and Marketing Support:

• Collaborate with marketing and sales teams to refine lead generation and conversion strategies.
  
• Assist in creating an efficient lead-to-sales pipeline through data-driven insights.
  
• Support sales initiatives by leveraging insights from automation platforms and engagement tools.
  

Workflow Development and Optimization:

• Design and manage marketing and sales workflows using platforms like:
  
  • Apollo
    
  • Pardot
    
  • Engagement Studio
    
  • Salesforce
    
  • HubSpot
    
  • Zoho
    
  • Marketo
    

Data Management and Analysis:

• Maintain accurate records of customer interactions, leads, and workflows in CRM systems.
  
• Analyze engagement data to refine and improve strategies for customer outreach and workflow efficiency.
  

1. Customer Engagement & Communication:
   

   • Proven experience in customer service or customer engagement roles, preferably via phone and email.
     
   • Strong communication skills with the ability to convey accurate information clearly and professionally.
     
   • Ability to address customer inquiries promptly and ensure a seamless, positive experience.
     
     

2. Appointment Setting & Lead Management:
   

   • Experience identifying engagement signals and proactively scheduling appointments with prospective clients.
     
   • Proficiency in using tools like Apollo to track leads, manage outreach, and optimize engagement.
     
   • Strong organizational skills to manage appointment schedules effectively.
     
     

3. Sales and Marketing Support:
   

   • Previous experience collaborating with sales and marketing teams to refine lead generation and conversion strategies.
     
   • Ability to assist in creating an efficient lead-to-sales pipeline through data-driven insights.
     
   • Knowledge of leveraging automation platforms and engagement tools to support sales initiatives.
     
     

4. Workflow Development & Optimization:
   

   • Experience designing and managing workflows using platforms such as Apollo, Pardot, Engagement Studio, Salesforce, HubSpot, Zoho, or Marketo.
     
   • Ability to optimize workflows for marketing and sales processes, enhancing efficiency and effectiveness.