Role: Sales & Customer Success RepresentativeLocation: Fully remote, South Africa preferredPosition OverviewWe 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 ResponsibilitiesLead Management & Customer CommunicationHandle/respond to inbound leads via phone calls, live chat, and email conversationsMaintain ongoing conversations with customers to support sales effortsConduct follow-ups to build relationships with:Abandoned checkoutsManual quotes sentSystem designs in progressPrevious customersFollow-Up ProcessReceive abandoned checkout notifications via Slack automation; follow up by phone during business hoursPersonalize outreach based on cart items and past interactionsMonitor CRM alerts for quote follow-ups and system design check-insConduct kickoff calls to review system designs, address needs (installer referrals, financing, changes), and identify roadblocks (budgeting, install timeline, approvals)Coordinate with the design team to create or revise system designs as neededCRM & Pipeline ManagementLog all interactions and notes in the CRMMaintain accurate lead stages, follow-up reminders, and categorizationPrioritize leads by value, urgency, and engagement historyUpselling & Relationship BuildingUpsell complementary products (e.g., cables, combiner boxes) to existing customers or recent purchasersAcknowledge orders, review their system, and suggest relevant add-onsDaily ReportingProvide daily check-in updates on progress and prioritiesCandidate ProfileLocation:South Africa preferredMust have a stable, fast internet connection and reliable power backupLanguage & Communication Skills:Fluent in English with clear, natural verbal and written communicationNo strong native accentCustomer-oriented, empathetic, and committed to delivering exceptional servicePersonal Traits:Dependable, proactive, calm under pressure, detail-orientedSkills & ExperiencePrior experience selling solar products to businesses and/or consumersStrong understanding of the solar market, customer journey, and productsExperience handling inquiries, providing quotes (in collaboration with teammates), and conducting follow-upsFamiliar with lead stages and sales pipeline managementAbility to follow and improve SOPsReliable record-keeping and CRM activity loggingFamiliarity with the company’s software stack (specific tools not provided)
