Customer Experience Specialist
Core
Managing warm inbound enquiries, guiding clients through inspection service options, and converting suitable enquiries into confirmed bookings for a building inspection company.
Role type
Customer Experience Specialist (Sales Coordination & Client Engagement)
Builds
Confirmed bookings for property inspections
Domain
Real Estate / Construction / Building Inspections
Required skills
Inbound communication, client needs discovery, service explanation, quote preparation, CRM management, follow-up coordination, scheduling, objection handling
Preferred skills
Property/real estate experience, HubSpot proficiency, independent work
Responsibilities
Respond to inbound phone, email, website and referral enquiries; Ask questions to understand client property and inspection needs; Explain services, pricing and next steps; Prepare accurate quotes and request bookings; Follow up on open enquiries and quotes; Maintain accurate client and deal information in HubSpot; Coordinate handovers and booking changes; Identify improvements to customer experience and workflow