Client Intake & Retention Specialist - 17749

• Answer inbound calls, texts, and emails from prospective and existing customers
• Qualify the inquiry, answer basic product and service questions, and route or resolve appropriately
• Close straightforward sales directly when the opportunity is clear; hand off larger opportunities to the sales team cleanly
• Represent the company as a warm, local-sounding first point of contact

• Schedule consultations for the field sales team and maintain accurate, conflict-free calendars
• Follow up on missed calls, no-shows, and pending leads to keep the pipeline moving
• Coordinate with reps to ensure smooth handoffs and well-briefed appointments

• Own the annual termite renewal cycle for customers transitioning from first-year coverage to paid renewal
• Proactively pursue non-responsive customers who have not answered mail or email outreach
• Reconnect by phone, communicate the value of continued coverage, and secure renewal commitments and payment
• Track renewal status and keep steady follow-up momentum throughout the year

• Log all calls, outcomes, appointments, and renewal activity accurately in the CRM
• Keep customer records current and handoffs clean across the team
• Meet or exceed weekly targets across intake response, appointments booked, and renewals recovered

• 2+ years in a customer-facing role such as inside sales, customer success, client intake, or retention/collections
• Near-native, neutral English accent — customers must feel they are speaking with a local U.S. representative
• Strong phone presence and the ability to navigate unscripted conversations with confidence and warmth
• Comfort with light sales and persuasion, especially recovering quiet or hesitant customers
• Full availability during U.S. business hours with complete CST overlap
• Proficiency with CRMs and scheduling tools
• Reliable remote setup: quiet environment, strong internet, quality headset
• Typing proficiency (minimum 45 WPM at 95% accuracy)

• Experience in home services, pest control, home security, or insurance
• Background in renewals, collections, or account retention
• Prior experience supporting U.S.-based clients or customers
• Conversational or fluent Spanish (valuable as we expand in Texas; not required day one)

You are:

• A genuine people person who builds rapport fast and stays composed when a conversation goes off-script
• Persistent and resourceful — the kind of person who gets the customer who hasn't answered three letters to finally pick up the phone
• Organized enough to juggle inbound response, scheduling, and renewal follow-up without dropping details
• Comfortable owning outcomes rather than just completing tasks
• Motivated by a role that can grow into inside sales as you prove yourself

This role is the entry point into our sales support function, and we mean for the right person to move up. As you demonstrate strong judgment on inbound conversations and renewals, there is a clear path toward an inside sales role — handling live inbound sales calls, closing directly, and earning more with fewer outbound demands.