Sales Intake Representative

About the role

Position Summary: The Sales Intake Representative is the first voice our customers hear. This role answers inbound calls, qualifies and logs leads, routes calls to the right team, and handles support questions. Every deal the Intake Representative hands off well is a deal our sales reps can win, and the Intake Representative shares in that win.

Sales Intake is Stage 1 of the OPDE sales growth path. Upon successful completion of the ramp-up period (between 6 to 8 months), you will have the opportunity to advance into an OPDE Sales position.

It is the foundational starting point for sales representatives on our team, with the potential to advance into a DD Homeowner Sales position upon meeting specific readiness criteria; typically after 6 to 8 months or completing one busy season.

The Sales Intake Representative is vital to helping customers get to the right person quickly, keeping our sales team’s pipeline full, and helping people build better decks!

Key Responsibility Areas:

• Technical
• • Company phone system, CRM and lead-tracking tools
  • Product basics across DD National and Own Brands lines
  • DD railing training (starting in month 2, alongside intake work)
  • Microsoft Excel & Word (Google Docs/Sheets)
• Strategic
• • Qualify every lead and route it to the right team by channel and customer type (homeowner, pro or commercial)
  • Take part in a regular feedback loop with the sales reps you hand off to, to learn what makes a handoff easy to win
  • Build the product knowledge and skills needed to move into DD Homeowner Sales and beyond
• Communication
• • Strong verbal communication and a friendly, professional phone manner
  • Clear, complete written notes on every lead and handoff
  • Comfortable handling customer questions and redirecting calls when needed
• Financial
• • Understand how well-qualified handoffs drive won deals and sales revenue
  • Understand the won deal incentive and how it is earned
• Management
• • Manage own call volume to meet monthly targets: 320 calls a month in months 1 to 3, and 400 calls a month in months 4 to 9
  • Deliver won deal handoffs: 12 a month in months 1 to 3, and 17 a month in months 4 to 9
  • Meet the call-quality standard and complete all required training

Qualifications:

• High school diploma or equivalent (Required)
• 6 months or more of customer service, call center or inside sales experience (Preferred)
• Comfortable learning technical product information; deck building or home improvement knowledge is a plus (Preferred)
• Basic computer skills and the ability to work in multiple systems while on a call (Required)

Working Environment:

• Hybrid: either at our office in Plymouth, MN or Washougal, WA
• Hourly, Non-exempt
• Compensation in MN: $17.00/hr plus a performance incentive
• Compensation in WA: $17.73/hr plus a performance incentive
• Won-Deal Bonus: Earn $100 for every deal you hand off that closes. Bonuses are paid in the commission payroll on the third business day of the following month.
• 90-day training guarantee: For the first 90 days, the won-deal incentive is guaranteed at a minimum of $1,200 per month, the equivalent of 12 won deals. If you close more than 12 handed-off deals, you are paid the full amount you earned. earned
• Training includes product basics, systems and call scripts in weeks 1 and 2, plus manager ride-a-longs and call listening before taking calls independently
• Office environment; ability to sit at a computer and use a headset for long periods of time
• Higher call volume during the busy season