Lead Catcher - WA, OR, CA Based Remote

Waterco of the Central States, Inc.
Albany, OR, United States
1 day ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
1 year minimum
Working hours
Regular working hours

Tech stack

Microsoft Word Microsoft Excel Artificial Intelligence Salesforce.Com

Job description

Manage inbound inquiries and conduct outbound outreach to new, aged, and previously canceled leads to maximize appointment opportunities.

  • Follow established outreach standards, communication cadences, and engagement workflows to ensure consistency and effectiveness.

  • Take ownership of customer interactions through appointment confirmation, timely follow-up, and accurate resolution of inquiries.

  • Build trust and maintain a high-quality customer experience through professionalism, responsiveness, and effective communication.

  • Demonstrate persistence, resilience, and disciplined follow-up to re-engage prospects and advance sales opportunities.

  • Confidently guide customers through qualification and appointment-setting while balancing customer needs with business objectives.

What You’ll Do:

  • Lead Qualification & Appointment Validation and Scheduling
  • Validate consultations scheduled through AI booking assistants, online scheduling platforms, and other automated tools.

  • Confirm customer interest, appointment details, and qualification requirements prior to the consultation.
  • Meet designated lead-to-appointment conversion and responsiveness targets.
  • Sales Pipeline & Team Support
  • Partner closely with Regional Sales Coordinators and Household Sales Representatives to ensure smooth appointment scheduling and transitions throughout the sales process.

  • Assist in maintaining appointment conversion, responsiveness, and lead management performance objectives.

  • Systems Support Functions
  • Maintain accurate, comprehensive customer records in Salesforce, including scheduling details, lead dispositions, customer interactions, and engagement activities.

  • Document all customer communications, outreach efforts, appointment outcomes, and routing actions in real time to ensure visibility and continuity.

Requirements

  • 1-3 years of experience in customer service, call center operations, lead management, appointment setting,sales support, or a related customer-facing role preferred
  • High school diploma or GED, Associate’s or Bachelor’s degree in Business, Operations or related field (preferred)
  • Proficiency in Microsoft Word and Excel and experience with IFS, Salesforce or similar systems
  • Strong communication and organizational skills
  • Proven ability to problem-solve, prioritize tasks and adapt in a dynamic environment

Benefits & conditions

Employees of Culligan receive a competitive benefits package and exclusive privileges, effective immediately, including:

  • Medical, Dental and Vision insurance
  • 401(K) retirement plan
  • Exclusive Culligan Product Discounts
  • Paid Time Off (PTO), The company is strong, profitable, and well-positioned in the market with focus on strategic growth initiatives. The business is expanding in previously under-serviced segments, growing revenue both domestically and abroad, and generating higher-levels of profitability.

About the company

Culligan has over 80 years of experience in the design and distribution of water treatment systems for residential, commercial and industrial applications. We received the Good Housekeeping Seal and Consumer Digest ā€œBest Buyā€ rating, plus the famous iconic ā€œHey Culligan Manā€ tagline. Culligan leads the industry in service, support and product innovation since introducing the first water softener in 1936 with over 800 dealers worldwide and offices in over 90 countries.

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