Customer Sales Representative - HVAC & Plumbing

PavagoUnited States only

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Job Title: Customer Sales Representative – HVAC & Plumbing Position Type: Full-Time, Remote Working Hours: U.S. Business Hours (including evenings and weekends as needed)

About the Role

We’re hiring a Customer Sales Representative (CSR) to serve as the front line of customer communication for a fast-paced HVAC & Plumbing business.

This role is responsible for handling high-volume inbound calls, converting customer inquiries into booked service appointments, and promoting the company’s Pipeline Club membership program. You will play a direct role in driving revenue growth while delivering a professional, empathetic, and customer-first experience on every interaction.

The ideal candidate is confident on the phone, sales-oriented, highly organized, and motivated by performance metrics and customer satisfaction.

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Customer Sales Representative - HVAC & Plumbing

PavagoUnited States only

Apply now

Opens the original posting.

Apply now

Share job

Copy link or share on social media.

Apply on the original site

Companies in this catalog do not charge applicants. Never send money to apply.

Job Title: Customer Sales Representative – HVAC & Plumbing Position Type: Full-Time, Remote Working Hours: U.S. Business Hours (including evenings and weekends as needed)

About the Role

We’re hiring a Customer Sales Representative (CSR) to serve as the front line of customer communication for a fast-paced HVAC & Plumbing business.

This role is responsible for handling high-volume inbound calls, converting customer inquiries into booked service appointments, and promoting the company’s Pipeline Club membership program. You will play a direct role in driving revenue growth while delivering a professional, empathetic, and customer-first experience on every interaction.

The ideal candidate is confident on the phone, sales-oriented, highly organized, and motivated by performance metrics and customer satisfaction.

Responsibilities

Inbound Sales & Customer Call Handling

Professionally handle inbound customer calls with empathy, confidence, and urgency
Convert inbound inquiries into booked plumbing and HVAC service appointments
Maintain a target call-to-booking conversion rate of 85% or higher
Build trust quickly and guide customers toward appropriate service solutions
Handle objections professionally while maintaining a positive customer experience

Appointment Scheduling & Membership Sales

Efficiently schedule appointments based on technician availability and customer needs
Identify upsell opportunities during customer conversations
Promote and sell the Pipeline Club membership program during eligible calls
Achieve a minimum 10% membership close rate
Contribute toward the goal of selling 35 memberships within the first 90 days
CRM, Documentation & Process Management
Accurately log customer interactions, notes, bookings, and follow-ups in the CRM
Follow established scripts, workflows, and call-handling procedures consistently
Document successful approaches and contribute ideas to improve conversion performance
Maintain organized and compliant customer records

Customer Experience & Escalation Handling

Deliver a customer-first experience on every interaction
Handle escalated customer concerns calmly and professionally
Ensure customers feel heard, supported, and informed throughout the process
Support offshore and internal teams to maintain service consistency and quality

Systems & Operational Improvement

Quickly adapt to new tools, systems, and workflows
Use CRM and call-management tools efficiently (ServiceTitan experience is a plus)
Provide feedback on call scripts, systems, and workflows to improve team performance and operational efficiency

What Makes You a Perfect Fit

Confident and empathetic communicator who builds rapport naturally over the phone
Sales-minded professional who enjoys converting conversations into outcomes
Highly accountable and motivated by performance metrics and customer satisfaction
Organized, disciplined, and dependable in fast-paced environments
Comfortable working evening and weekend shifts when required
Adaptable and quick to learn new systems, tools, and processes

Required Experience & Skills

Proven experience in sales, customer service, or appointment setting
Background in plumbing, HVAC, home services, or trades is strongly preferred
Demonstrated success converting inbound calls into booked appointments
Strong objection-handling, upselling, and customer communication skills
Experience using CRM systems and call-management software
High level of accountability for bookings, call quality, and customer outcomes

Preferred Experience & Skills

Experience with ServiceTitan or similar field service software
Experience selling service memberships or maintenance plans
Familiarity with scheduling workflows in home service industries
Previous experience supporting U.S.-based customers remotely
What Does a Typical Day Look Like?
A Customer Sales Representative’s day revolves around converting inbound calls into booked jobs while delivering an exceptional customer experience. You will:
Handle inbound customer calls throughout your scheduled shift
Listen carefully to customer concerns and recommend appropriate service solutions
Schedule appointments and present Pipeline Club membership options
Accurately document customer interactions and booking details in the CRM
Follow call scripts and workflows while maintaining natural, customer-friendly conversations
Handle escalations professionally and contribute feedback for operational improvements
In short: you help drive company growth and customer satisfaction by turning inbound inquiries into booked services and long-term customer relationships.
Key Metrics for Success (KPIs)
Call-to-booking conversion rate: 85% target
Pipeline Club membership close rate: 10%+
Memberships sold: 35 within the first 90 days
CRM accuracy and documentation compliance
Customer satisfaction and call quality scores
Consistent attendance, responsiveness, and execution quality

What We Offer

Full-time remote position aligned with U.S. business hours
Structured systems, scripts, and operational support
Opportunity to directly impact company revenue and customer growth
Performance-driven environment with measurable success metrics
Career growth opportunities within customer experience and sales operations
Competitive compensation package

Interview Process

Initial Screening Call

Interview with Pavago Recruiter

Client Interview

Offer & Onboarding
#CustomerService #InboundSales #HVAC #Plumbing #RemoteJobs #CustomerSupport #AppointmentSetting #ServiceTitan #SalesRepresentative #CallCenter #CustomerExperience #RemoteWork
Originally posted on Himalayas

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