Account Specialist

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

The sales representative role is a support and sales position tasked with lead generation, administrative support for account executives, and coordination of project operations functions within the company, focusing on billing, scheduling, and CRM maintenance.

Because this role touches many aspects of the organization, it is considered a foundational position. This role is intended to allow motivated and qualified team members to progress in their careers into sales, design, operations, or customer success. 

You will be able to learn sales skills and prospecting, design theory, planning, and operations processes. 

We are currently looking for impact-driven individuals who are passionate aboutn helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic, and Authentic.

• Maintain accurate task and follow-up actions on all deal-related activity as it relates to outstanding invoices, install dates, COI's, changes, and delivery information between sales and operations.
• Responsible for managing and improving the "Job Scope" entry process into Airtable and Eames, acting as 1st-level escalation for errors. 
• Support the sales and account management team with deal activities such as collection of payment info, updating CRM data, customer service inquiries, and interface with design operations and scheduling.
• Clean and maintain prospecting lists for marketing and segmentation.
• Manage all inbound lead inquiries via phone and internet forms fill social media and other channels, Conduct initial qualification of customer needs and address questions, and route internally as appropriate. (Phone coverage will be the primary responsibility of this role during normal business hours 9-5 PST).
• Enter leads into CRM on qualified projects and assign to sales team members based on lead-rotation and distribution schedule. Return after-hours calls and qualify leads or address customer questions.
• Outbound lead generation on new market listings, and stale properties: ISR daily will focus on outbound emails to agents who have new listings or listings that are on the market that have not been staged by the company.
• Using the CRM and email templates, ISR will conduct outreach, add new agents to the database, and qualify listings for the sales team.
• Maintenance of all Customer data, including dates, addresses, projects, broker affiliations, and billing/invoicing details with the Salesforce CRM.
• Develop an active portfolio of agents, developers, and new home-builders in any target market, as directed by Sr. Managers or VPs 

Requirements

YOU ARE…

• Curious and authentic, just like us #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.

YOU HAVE...

• Experience with Salesforce or other fully integrated CRM or ERP
• 2-4 years of customer service experience in handling inbound qualification and outbound lead management as well as interface with the rest of the sales team. 
• Experience with Google Workspace environment including sheets, slides, and drive
• ability to multitask and prioritize key deliverables over day-to-day operational challenges
• 5 years of applicable work experience
• Secondary Degree with transferable skills or comparative work experience and or certification

Benefits

• Law Benefits
• Private Health Insurance
• Paid Time Off
• Training
• Life insurance
• Mental Health Support
• Learning and Development Programs