Pre-Sales Specialist

Summary

Join Ergeon as a Pre-Sales Specialist and be the initial point of contact for prospective customers. Guide them through the sales process using warm, clear text-based conversations, ensuring they feel understood and prepared for the next steps. You will connect with customers one message at a time, documenting next steps for seamless handoff to the Senior Sales team. Ergeon is a tech-powered company with a global presence, serving a significant portion of U.S. households. This role involves managing customer leads, using internal tools, personalizing messages, asking clarifying questions, scheduling video estimates, and maintaining organized records. The position requires strong communication, organizational, and technical skills, along with experience in consultative sales or project management. Ergeon offers competitive compensation, a paid bootcamp, and various benefits.

Requirements

• Consultative Sales or Project Management / Project Scoping skills
• Natural curiosity and proactive question-asking: you’re able to infer information based on minimal context or visual clues and aren't afraid to dig deeper when something doesn’t add up
• Excellent written English; comfortable mirroring tone and style
• Tech-savvy, able to juggle multiple tools
• Highly organized and detail-oriented
• Emotionally intelligent communicator
• Comfortable working independently in a remote setup

Responsibilities

• Claim and respond to new customer leads within 15 minutes of their request
• Use internal tools like our quoting tool, and Google Maps to map out property lines
• Personalize messages by understanding the customer’s needs and using your own voice
• Ask smart questions to clarify needs based on what customers have already told us; some considerations to present:Do you need a gate? vs Can you walk me through who and what would be moving through this space?Think of: pets, lawn mowers, vehicles, or other types of equipment, so that we can better design your gate size, materials and security specifications?
• Schedule remote video estimates for customers with our Sales team
• Keep tools like Front, Slack, and Pipedrive updated for seamless handoffs to other members of the Sales team
• Stay organized and proactive with follow-ups

Preferred Qualifications

• Experience in customer success or pre-sales
• Familiarity with Slack, Front, and/or Pipedrive
• Dual-monitor setup

Benefits

• Compensation: USD $9/hour. Paid weekly via Upwork
• Bootcamp: A 2-week, fully-paid, immersive training program featuring 1-on-1 mentoring, hands-on practice, and teamwork to set you up for success; followed by a 4-week trial period after graduation
• Some of our Benefits & Perks: Immediate: Birthday day off and language classes
• Post-Training: Free noise-canceling headset, $400 Tech/Wellness/Learning fund, and co-working budget
• After 6 Months: Stock options, flexible PTO, and subsidized health insurance
• After 1 Year: Laptop replacement fund