Sales & Customer Success Representative
Sales & Customer Success Representative
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Salary Not Disclosed
1 Vacancy
Job Description
Role: Sales & Customer Success Representative
Location: Fully remote South Africa preferred
Position Overview
We are seeking a Sales & Customer Success Representative to manage inbound leads follow up with prospective customers and maintain strong client relationships throughout the sales process. This role involves handling inquiries across multiple channels conducting personalized follow-ups managing CRM records and upselling complementary products where appropriate.
Core Responsibilities
Lead Management & Customer Communication
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Handle/respond to inbound leads via phone calls live chat and email conversations
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Maintain ongoing conversations with customers to support sales efforts
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Conduct follow-ups to build relationships with:
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Abandoned checkouts
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Manual quotes sent
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System designs in progress
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Previous customers
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Follow-Up Process
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Receive abandoned checkout notifications via Slack automation; follow up by phone during business hours
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Personalize outreach based on cart items and past interactions
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Monitor CRM alerts for quote follow-ups and system design check-ins
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Conduct kickoff calls to review system designs address needs (installer referrals financing changes) and identify roadblocks (budgeting install timeline approvals)
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Coordinate with the design team to create or revise system designs as needed
CRM & Pipeline Management
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Log all interactions and notes in the CRM
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Maintain accurate lead stages follow-up reminders and categorization
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Prioritize leads by value urgency and engagement history
Upselling & Relationship Building
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Upsell complementary products (e.g. cables combiner boxes) to existing customers or recent purchasers
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Acknowledge orders review their system and suggest relevant add-ons
Daily Reporting
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Provide daily check-in updates on progress and priorities
Candidate Profile
Location:
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South Africa preferred
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Must have a stable fast internet connection and reliable power backup
Language & Communication Skills:
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Fluent in English with clear natural verbal and written communication
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No strong native accent
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Customer-oriented empathetic and committed to delivering exceptional service
Personal Traits:
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Dependable proactive calm under pressure detail-oriented
Skills & Experience
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Prior experience selling solar products to businesses and/or consumers
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Strong understanding of the solar market customer journey and products
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Experience handling inquiries providing quotes (in collaboration with teammates) and conducting follow-ups
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Familiar with lead stages and sales pipeline management
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Ability to follow and improve SOPs
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Reliable record-keeping and CRM activity logging
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Familiarity with the company s software stack (specific tools not provided)
Employment Type
Full-time
