Customer Service/Lead Management

Job Summary:

We are seeking a driven, detail-oriented Customer Service & Lead Management Specialist to be the first point of contact for our customers and the connector between inbound inquiries and our dynamic sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys talking to people, and values precision in lead tracking and customer service. Our company operates in the concrete, asphalt, grading, drainage, masonry, building, equipment rentals, and real estate industries. We are a team built on the values of hunger, humbleness, excellence, innovation, people smarts, and growth, and we're looking for someone who embodies those same qualities. This role will be approximately 90% remote, so candidates must have a designated quiet home office space and reliable/fast computer and basic computer knowledge. We will have meetings (and training) at The Ole Milliken Store in Bethpage, TN. The ideal candidate will live within 30 minutes of the store, as that is our hub.

Salary :

Starting at $47,500

Key Responsibilities:

Customer Service & Reception:

Answer and manage the company's main phone line, delivering a prompt, professional, and friendly first impression. Ensure each interaction reflects our commitment to excellence. Handle general inquiries, property assessment requests, and messages- distributing them to the appropriate team members quickly and accurately. Build rapport with customers and uphold a high standard of service in every interaction. Followups, hand-written cards, research, and other various tasks as needed.

Lead Management:

Receive, organize, and accurately enter leads into our system with attention to detail. Distribute leads to the appropriate sales agents according to our internal process. Maintain up-to-date records (lead lifespan) of all lead activity and ensure consistent, reliable tracking. Support outbound call efforts as needed to follow up on inquiries or confirm lead details. Return messages in a timely manner. Assist the sales team by managing the flow of leads and keeping communication clear and efficient.

Administrative & Technical:

Utilize Google Suite (especially Sheets, Docs, Gmail, and Calendar) to maintain records and coordinate lead management. We are currently integrating our database into Hubspot. Perform accurate data entry and assist with reporting and documentation as needed. Manage multiple tasks efficiently and with a high level of attention to detail. Support leaders with light reporting and data as needed/requested.

Qualifications:

Previous experience in a customer-servicing role such as receptionist, customer service, or sales support. Excellent phone and interpersonal skills with a natural ability to connect with people. Strong organizational skills and attention to detail. Proficiency in Google Suite (especially Sheets) and basic office tools. Ability to manage multiple tasks, prioritize efficiently, and work both independently and as part of a team. Experience in construction, building, or real estate industries is a plus. Demonstrate a go-with-the-flow mindset, as all positions within the company are fluid. Responsibilities may change or evolve. Must live in, or relatively close, to Sumner County, TN.

Who You Are:

Hungry - You're self-motivated, proactive, and always striving to improve. Excellent - You deliver high-quality work and take pride in doing things right the first time. Innovative - You look for better ways to do things and bring creative solutions to the table. Humble - You're team-oriented, willing to learn, and open to feedback. Smart - You understand people and how to communicate effectively. Growth-Minded - You want to grow personally and professionally, and you help others grow too. Job Overview Join our dynamic team as a Customer Service and Lead Management Specialist, where you'll be at the forefront of delivering exceptional client experiences and driving strategic growth. In this role, you'll manage customer relationships, oversee lead pipelines, and collaborate across departments to ensure seamless service delivery. Your energetic approach and strong communication skills will empower you to foster loyalty, optimize sales opportunities, and contribute to our company's success in the competitive SaaS and financial services landscape. This paid position offers an exciting opportunity to develop your project management and account management expertise while making a tangible impact on customer satisfaction. Duties Act as the primary point of contact for customer inquiries, providing prompt, professional support across multiple channels Manage and nurture leads through the sales funnel using Salesforce and other CRM tools to maximize conversion rates Coordinate with sales, marketing, and product teams to align customer needs with company offerings Conduct analysis of customer data to identify trends, opportunities for upselling, and areas for service improvement Oversee onboarding processes for new clients, ensuring smooth transitions and high satisfaction levels Develop and implement strategies for customer retention, renewal, and account growth Track key performance metrics related to customer service quality, sales pipeline health, and project progress Requirements Proven experience in customer service, account management, or sales within SaaS or financial services industries Strong project management skills with the ability to prioritize tasks effectively Proficiency in Salesforce or similar CRM platforms for managing customer data and sales pipelines Excellent communication skills—both verbal and written—to engage clients confidently Knowledge of marketing strategies and analysis techniques to support business growth initiatives Ability to analyze complex data sets to inform decision-making and improve service delivery Familiarity with customer relationship management best practices and tools Demonstrated ability to work collaboratively across teams in a fast-paced environment This role is ideal for motivated professionals eager to leverage their skills in a vibrant setting that values innovation, teamwork, and continuous improvement. Join us in shaping outstanding customer experiences while advancing your career in a supportive environment!

Pay:

$47,500.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Work from home

Work Location:

Hybrid remote in Bethpage, TN 37022 Customer Service/Lead Management Bethpage, TN 37022 Hybrid work $47,500 a year - Full-time $47,500 a year -

Full-time Job Summary:

We are seeking a driven, detail-oriented Customer Service & Lead Management Specialist to be the first point of contact for our customers and the connector between inbound inquiries and our dynamic sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys talking to people, and values precision in lead tracking and customer service. Our company operates in the concrete, asphalt, grading, drainage, masonry, building, equipment rentals, and real estate industries. We are a team built on the values of hunger, humbleness, excellence, innovation, people smarts, and growth, and we're looking for someone who embodies those same qualities. This role will be approximately 90% remote, so candidates must have a designated quiet home office space and reliable/fast computer and basic computer knowledge. We will have meetings (and training) at The Ole Milliken Store in Bethpage, TN. The ideal candidate will live within 30 minutes of the store, as that is our hub.

Salary :

Starting at $47,500

Key Responsibilities:

Customer Service & Reception:

Answer and manage the company's main phone line, delivering a prompt, professional, and friendly first impression. Ensure each interaction reflects our commitment to excellence. Handle general inquiries, property assessment requests, and messages- distributing them to the appropriate team members quickly and accurately. Build rapport with customers and uphold a high standard of service in every interaction. Followups, hand-written cards, research, and other various tasks as needed.

Lead Management:

Receive, organize, and accurately enter leads into our system with attention to detail. Distribute leads to the appropriate sales agents according to our internal process. Maintain up-to-date records (lead lifespan) of all lead activity and ensure consistent, reliable tracking. Support outbound call efforts as needed to follow up on inquiries or confirm lead details. Return messages in a timely manner. Assist the sales team by managing the flow of leads and keeping communication clear and efficient.

Administrative & Technical:

Utilize Google Suite (especially Sheets, Docs, Gmail, and Calendar) to maintain records and coordinate lead management. We are currently integrating our database into Hubspot. Perform accurate data entry and assist with reporting and documentation as needed. Manage multiple tasks efficiently and with a high level of attention to detail. Support leaders with light reporting and data as needed/requested.

Qualifications:

Previous experience in a customer-servicing role such as receptionist, customer service, or sales support. Excellent phone and interpersonal skills with a natural ability to connect with people. Strong organizational skills and attention to detail. Proficiency in Google Suite (especially Sheets) and basic office tools. Ability to manage multiple tasks, prioritize efficiently, and work both independently and as part of a team. Experience in construction, building, or real estate industries is a plus. Demonstrate a go-with-the-flow mindset, as all positions within the company are fluid. Responsibilities may change or evolve. Must live in, or relatively close, to Sumner County, TN.

Who You Are:

Hungry - You're self-motivated, proactive, and always striving to improve. Excellent - You deliver high-quality work and take pride in doing things right the first time. Innovative - You look for better ways to do things and bring creative solutions to the table. Humble - You're team-oriented, willing to learn, and open to feedback. Smart - You understand people and how to communicate effectively. Growth-Minded - You want to grow personally and professionally, and you help others grow too. Job Overview Join our dynamic team as a Customer Service and Lead Management Specialist, where you'll be at the forefront of delivering exceptional client experiences and driving strategic growth. In this role, you'll manage customer relationships, oversee lead pipelines, and collaborate across departments to ensure seamless service delivery. Your energetic approach and strong communication skills will empower you to foster loyalty, optimize sales opportunities, and contribute to our company's success in the competitive SaaS and financial services landscape. This paid position offers an exciting opportunity to develop your project management and account management expertise while making a tangible impact on customer satisfaction. Duties Act as the primary point of contact for customer inquiries, providing prompt, professional support across multiple channels Manage and nurture leads through the sales funnel using Salesforce and other CRM tools to maximize conversion rates Coordinate with sales, marketing, and product teams to align customer needs with company offerings Conduct analysis of customer data to identify trends, opportunities for upselling, and areas for service improvement Oversee onboarding processes for new clients, ensuring smooth transitions and high satisfaction levels Develop and implement strategies for customer retention, renewal, and account growth Track key performance metrics related to customer service quality, sales pipeline health, and project progress Requirements Proven experience in customer service, account management, or sales within SaaS or financial services industries Strong project management skills with the ability to prioritize tasks effectively Proficiency in Salesforce or similar CRM platforms for managing customer data and sales pipelines Excellent communication skills—both verbal and written—to engage clients confidently Knowledge of marketing strategies and analysis techniques to support business growth initiatives Ability to analyze complex data sets to inform decision-making and improve service delivery Familiarity with customer relationship management best practices and tools Demonstrated ability to work collaboratively across teams in a fast-paced environment This role is ideal for motivated professionals eager to leverage their skills in a vibrant setting that values innovation, teamwork, and continuous improvement. Join us in shaping outstanding customer experiences while advancing your career in a supportive environment!

Pay:

$47,500.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Work from home

Work Location:

Hybrid remote in Bethpage, TN 37022