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Sales and Customer Service Agent

Remote, USA Full-time Posted 2026-06-15

Surv is dedicated to uniting local communities by providing meaningful job opportunities. They are seeking a Sales and Customer Service Agent to engage with customers, ensuring they feel valued and integrated into the service ecosystem while meeting sales KPIs and driving customer satisfaction.

Responsibilities

  • Achieve Sales KPIs: Consistently meet or exceed key performance indicators (KPIs) related to the total value and number of confirmed bookings. Speed is essential to our customers, so we prioritize creating the most expedited booking process possible
  • Proactively Follow Up with Potential Customers: Conduct routine follow-ups with interested customers to nurture relationships and confirm bookings
  • Handle Incoming Calls Efficiently: Answer every phone call promptly and professionally, ensuring all customer inquiries are addressed without missed opportunities
  • Collaborate with the Operations Team: Work closely with Surv operations and internal teams to gather necessary information and provide comprehensive answers to customer concerns
  • Maintain a Strong Sales Pipeline: Keep detailed records of customer interactions, follow-ups, and potential opportunities to ensure a steady flow of bookings
  • Overcome Customer Objections: Identify customer concerns and objections, addressing them with effective solutions to move them toward a booking decision
  • Stay Knowledgeable on Services and Pricing: Continuously develop expertise on the company’s offerings to confidently communicate value propositions and recommend the best solutions for customers
  • Drive Customer Satisfaction: Ensure a positive customer experience by delivering excellent communication, addressing customer needs, and building strong relationships to encourage repeat business and referrals
  • Adapt to Changing Sales Strategies: Stay agile and open to refining sales techniques based on performance insights, customer feedback, and company initiatives
  • Contribute to Team Success: Participate in team discussions, share best practices, and support colleagues to enhance overall sales performance

Skills

  • Excellent interpersonal and communication skills to work collaboratively within a team environment
  • Adaptability and flexibility to thrive in a fast-paced, evolving company
  • Minimum typing speed of 50 WPM
  • Must be willing to undergo a background check and be legally authorized to work in the U.S
  • Must have a smartphone and a laptop to perform job responsibilities effectively
  • Comfortable spending the majority of the workday on the phone, including handling challenging customer conversations
  • A strong willingness to learn, grow, and continuously improve
  • Passion for problem-solving and an ability to think critically to find effective solutions

Benefits

  • Hybrid (In-office some days)
  • First 30 Days: Required to work in-office daily
  • After 30 Days: Eligible for one work-from-home day per week, based on performance review
  • After 90 Days: Eligible for two work-from-home days per week, based on performance review
  • Eligible for commission-based bonuses after 60 days and upon performance review
  • The paid training typically takes two weeks to complete
  • You’ll receive support every step of the way—even if you’ve never worked for a home services business before

Company Overview

  • Surv offers jobs for an hourly rate including landscaping, painting, cleaning, driving, moving, junk removal, and wedding help. It was founded in 2017, and is headquartered in Newport, Rhode Island, USA, with a workforce of 11-50 employees. Its website is https://wesurv.com.
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