Customer Sales Representative - HVAC & Plumbing

Ovii's Interpretation of the Role

We are looking for a Customer Sales Representative to convert inbound HVAC & plumbing inquiries into booked service appointments and sell our Pipeline Club membership. The role is remote, works U.S. business hours, and is driven by measurable conversion and membership targets.

Role Snapshot

• Inbound sales calls
• Book HVAC/Plumbing appointments
• Promote Pipeline Club membership
• Maintain high conversion rates
• Log interactions in CRM
• Handle escalations
• Adapt to new tools and workflows

Must-Have Requirements

• Proven sales experience
• Customer service or appointment‑setting experience
• CRM usage experience
• Proven experience in sales, customer service, or appointment setting

Nice-to-Have Signals

• ServiceTitan or similar field‑service software experience
• Membership or maintenance‑plan sales experience
• Familiarity with scheduling workflows in home‑service industry
• Background in plumbing, HVAC, or other trades
• Background in plumbing, HVAC, home services, or trades
• Home services

Work Setup

• Location: Mexico, Mexico
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: Mexico
• Timezone: U.S. business hours (including evenings and weekends as needed)
• Employment type: Full-Time
• Shift: Evening and weekend shifts as needed

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Salary range
• Visa sponsorship
• Benefits details

What You'll Likely Work On

• Handle high‑volume inbound calls with empathy and urgency
• Convert calls into booked HVAC or plumbing service appointments
• Achieve ≥85% call‑to‑booking conversion and sell Pipeline Club memberships
• Schedule appointments based on technician availability and customer needs
• Document all interactions, bookings, and follow‑ups accurately in the CRM
• Address escalated customer concerns calmly and professionally
• Provide feedback on scripts, tools, and workflows to improve team performance

Good Fit If You Have

• Thrives in a fast‑paced, metric‑driven environment
• Comfortable working U.S. business hours, including evenings and weekends
• Empathetic phone communicator who builds rapport quickly
• Background in home‑services trades (plumbing, HVAC) is a plus