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Customer Experience & Sales Specialist (Inbound, Outbound & Sales Support)

  • On-site
    • Bozeman, Montana, United States
  • $26 - $32 per hour
  • Sales

The Customer Experience & Sales Specialist is focused on driving revenue through inbound calls, outbound follow-up, and supporting the sales process to ensure every opportunity is captured and closed.

Job description

https://www.premiersystemsmt.com/
#1 FOR HEATING & AIR CONDITIONING IN BOZEMAN, MT WITH OVER 500 5-STAR REVIEWS

At Premier Systems, we believe the first interaction with a customer sets the tone for everything that follows.

We are looking for someone who loves talking to people, thrives in a fast-paced environment, and takes pride in turning conversations into booked jobs and loyal customers. This role is focused on driving revenue through inbound calls, outbound follow-up, and supporting the sales process to ensure every opportunity is captured and closed.

As our Customer Experience & Sales Specialist (Inbound, Outbound & Sales Support), you’ll work alongside our CSR/Dispatch team and Sales team to help keep the schedule full, the pipeline moving, and the customer experience exceptional.

This is one of the most important roles in our company.

You are the bridge between our customers, our sales team, and our technicians—and you directly impact our growth, reputation, and success. If you’re someone who loves helping people, thrives on results, and wants to be part of a team that’s building something greatwe want to meet you.

What’s in It for You?

  • Pay: $26–$32 per hour

  • Bonuses: This role includes performance-based bonuses tied to booking, follow-up, and sales results.

  • Work-Life Balance: Five 8-hour days (Monday-Friday) 8am to 4pm with a 1/2 hour paid lunch

  • Career Growth: Opportunity to cross-train in customer service, sales, and operations

  • Stability & Team Support: Work in a growing company with a solid team

Why You’ll Love It Here

  • We value organization and efficiency—you’ll play a crucial role in keeping operations smooth.

  • We prioritize customer satisfaction—you’ll be the key to ensuring seamless communication.

  • We invest in our people—if you want to grow your skills in dispatching, sales, and service management, this is the place to be.

What You’ll Own

Inbound Sales & Customer Experience

  • Answer inbound calls and guide customers to the right solution

  • Convert inquiries into scheduled appointments

  • Create a professional, confident, and welcoming first impression

  • Ensure every customer feels heard, understood, and taken care of

Outbound Follow-Up & Opportunity Creation

  • Follow up on unscheduled estimates and open opportunities

  • Reconnect with past customers to generate additional work

  • Rehash previous jobs that did not close

  • Proactively help fill the schedule with high-value, revenue-producing work

  • This role does not wait for opportunities—you help create them

Sales Support & Pipeline Management

  • Support the sales team by following up on estimates and active opportunities

  • Ensure estimates are sent, received, and clearly understood by customers

  • Track open opportunities and help drive them to close

  • Coordinate communication between customers and sales staff to prevent delays

  • Help ensure no opportunity falls through the cracks

Schedule Support & Coordination

  • Work closely with CSR/Dispatch to help keep the schedule full and efficient

  • Prioritize high-value and urgent opportunities

  • Communicate clearly with customers regarding scheduling expectations

What Success Looks Like

  • High booking rates on inbound calls

  • Consistent outbound activity and conversions

  • Strong follow-up leading to closed jobs

  • A full and optimized schedule

  • Positive customer feedback and experience

What Makes You a Great Fit

  • You love talking to people and building connection quickly

  • You are naturally confident and persuasive without being pushy

  • You bring energy, urgency, and positivity to your work

  • You enjoy winning and hitting goals

  • You take initiative—you don’t wait to be told what to do

  • You are organized and can manage multiple opportunities at once

  • You take pride in helping customers and driving results

Skills & Experience

  • Strong phone presence and communication skills

  • Ability to guide conversations and build trust quickly

  • Strong organizational and follow-up skills

  • Customer service or sales experience preferred

  • HVAC experience is a bonus, but not required

Our Culture

At Premier Systems, we live by our core values:

  • CARE – About people, quality, and doing great work

  • EASY – Be easy to work with

  • RIGHT – Do it right, own it, fix it

  • GROW – Always improve

We are building a team that raises the bar—for our customers, our community, and each other.

Hiring Expectations: Apply today, complete a quick video screening interview, and get ready for an interview with our team to discuss your goals and experience.

Job requirements

Must-Have:

  • High school diploma or equivalent

  • 2+ years of sales/customer service experience in an office setting

  • Strong phone presence and communication skills

  • Ability to guide conversations and build trust quickly

  • Strong organizational and follow-up skills

  • Customer service or sales experience preferred

  • Experience managing a multi-line phone system

  • Proficiency in Microsoft Office and Google Suite

  • Valid MT Driver’s License & clean driving record

  • Minimum typing speed of 40 WPM

Preferred:

  • Experience in ServiceTitan and Google Suite

  • Dispatching experience

  • HVAC industry experience is a bonus, but not required

Physical Demands & Work Conditions:

  • Ability to lift up to 25 lbs

  • Frequent sitting, standing, and use of hands for computer tasks

  • Occasional on-call duty for extreme weather situations

Premier Systems is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #red

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