Sales & Customer Success Representative
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About Us
At Level Up Talent Solutions, we believe great work starts with feeling supported, trusted, and valued.
We are a people-focused talent company that connects skilled professionals with meaningful long-term opportunities. Our goal is to create an environment where you can do your best work, continue growing, and feel confident in the role you play within a team.
When you join Level Up Talent Solutions, you are not just filling a position. You are becoming part of a community that values clear communication, consistency, and mutual respect. We work closely with you to understand your strengths, your experience, and the type of work environment where you can thrive.
We support our talents through structured onboarding, ongoing guidance, and realistic expectations. You will always know what success looks like and who to turn to when you need support. We believe that when talents feel aligned and empowered, everyone succeeds.
At Level Up Talent Solutions, growth is not only about skills. It is about confidence, stability, and building a career you can be proud of.
We are here to help you level up.
Job Description
This is a remote position.
Level Up Talent Solutions is looking for a Lean-Pro Sales & Customer Success Representative to support a growing U.S.-based residential cleaning services business by converting leads into bookings, strengthening customer relationships, and maintaining efficient service schedules.
The ideal candidate is a confident, sales-driven, and customer-focused professional who excels in lead conversion, appointment coordination, and client retention while delivering exceptional customer service and supporting business growth.
Responsibilities
Sales & Lead Conversion
- Respond promptly to incoming inquiries via phone, text, and email, targeting a response time within five minutes during working hours.
- Understand customer needs, explain cleaning services and pricing, provide accurate quotes, and convert inquiries into confirmed bookings.
- Follow up consistently with prospective customers, promote recurring cleaning plans, and maintain accurate lead records in Housecall Pro.
Customer Service & Retention
- Serve as a primary point of contact for customers, handling service inquiries, rescheduling, cancellations, and special requests.
- Address customer concerns professionally, resolve issues within assigned authority, and escalate complex matters when necessary.
- Maintain positive customer relationships through post-service follow-ups, satisfaction checks, and requests for reviews and referrals.
Scheduling & Team Coordination
- Schedule cleaning appointments efficiently based on team availability, travel time, service duration, and customer preferences.
- Coordinate booking details, special instructions, and schedule changes with cleaning teams while keeping customer records updated.
- Identify scheduling gaps and maximize team productivity through new bookings, repeat services, and customer reactivations.
Customer Reactivation & Additional Sales
- Reconnect with former and inactive customers to encourage repeat or recurring cleaning services.
- Identify opportunities to recommend additional services, including deep cleaning, move-in/move-out cleaning, and other available add-ons.
- Follow up with one-time customers to encourage recurring appointments and strengthen customer retention.
CRM Management & Reporting
- Maintain accurate records of leads, quotes, bookings, cancellations, follow-ups, and customer interactions in Housecall Pro.
- Track sales conversions, recurring bookings, reactivations, customer feedback, and service-related concerns.
- Provide weekly performance reports to management, highlighting sales activity, customer retention, scheduling efficiency, and opportunities for improvement.
Requirements
- At least 2 years of relevant experience in sales, customer service, appointment setting, call center operations, or a similar customer-facing role.
- Strong spoken and written English communication skills, with confidence handling customer calls, inquiries, and follow-ups.
- Proven ability to qualify leads, discuss pricing, handle objections, and confidently close sales or service bookings.
- Experience providing customer support, resolving concerns, and maintaining positive client relationships.
- Comfortable using CRM platforms, scheduling software, phone systems, text messaging, and email for customer communication and recordkeeping.
- Strong organizational skills, attention to detail, and the ability to manage multiple appointments, follow-ups, and deadlines.
- Self-motivated, dependable, and results-oriented, with the ability to work independently and consistently meet performance expectations.
- Available to work full-time during U.S. Eastern Time business hours, with reliable internet connectivity and a quiet, professional workspace.
Nice to Have
- Experience in residential cleaning, home services, or other service-based businesses.
- Familiarity with Housecall Pro or similar CRM and scheduling platforms, particularly for recurring services and customer retention.
- Experience communicating in Spanish and supporting customers from diverse backgrounds.
