Customer Outreach Specialist I
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Job Description
Customer Outreach Specialist scheduling qualified meetings for Power TakeOff, a utility energy-efficiency software provider. Conducting high-volume phone and email outreach to help businesses reduce energy consumption.
Responsibilities:
- Conduct high-volume outbound phone and email outreach to business, institutional, and commercial customers
- Identify customer interest and schedule qualified virtual meetings with Power TakeOff Energy Advisors
- Build a qualified sales pipeline through cold calling and email outreach
- Participate in contact finding and re-prospecting
- Build rapport with prospective customers, handle objections, and secure meeting commitments
- Maintain consistent follow-ups and thorough customer status notes
- Use Outreach.io, Salesforce, AI, and other tools to organize customer information and improve productivity
- Participate in training on outreach competencies and energy efficiency basics
- Follow established playbooks and program processes
- Complete accurate documentation and maintain organization and time management
- Partner with internal teams to support customer satisfaction and shared success
- Participate in team meetings and discussions
- Respond professionally to change and feedback
Requirements:
- 1+ year of experience in outbound sales development, business development, customer outreach, call center sales, or a customer-facing role requiring proactive phone outreach is preferred
- Interest in energy efficiency, sustainability, utilities, or helping businesses improve operational performance is strongly preferred
- Motivation to engage prospective customers through cold calls and emails
- Ability to ask thoughtful questions, address customer concerns, and communicate the value of scheduling a meeting
- Ability to use and learn CRM systems such as Salesforce and Outreach.io and other software tools
- Comfort leveraging AI to support workflows
- Strong verbal and written communication skills
- Ability to work in a remote team environment and give and receive feedback
- Ability to develop and maintain positive customer and colleague relationships
- Positive and professional communication under pressure
- Effective sales skills and motivation to achieve goals
- Self-motivated with a strong work ethic
- Excellent organization, record-keeping, and time management skills
- Bilingual abilities are a plus
Benefits:
- Performance-based bonus plan
- Medical insurance, including vision and dental
- Health Savings Account contributions
- Retirement plans with company matching
- Student Loan Incentive Repayment Program (eligible 12 months after employment)
- 15 paid vacation days, increasing to 20 after the first year
- 7 flexible well-being days
- At least 9 paid holidays
- All company winter break between Dec. 25th and Jan. 1st
- Summer “Friyays”, with each 2nd and 4th Friday off from June through August
- Ongoing manager and team support
- Company-covered accommodation and travel expenses for any company travel
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