Jobs › Companies › Workana › Sales & Customer Service Specialist

About this Sales & Customer Service Specialist role at Workana

Workana · Onsite · Mexico City, Mexico City, Mexico

About the Opportunity

We are looking for a confident, organized, and results-driven Sales & Customer Service Specialist to join a growing company in the residential cleaning services industry.

In this role, you will be responsible for converting inquiries into confirmed bookings, building strong customer relationships, and ensuring a positive customer experience.

The ideal candidate combines strong sales skills with excellent communication, problem-solving abilities, and the capacity to manage a high volume of customer interactions.

Key Responsibilities

Sales & Lead Management

  • Handle inbound and outbound calls with prospective and existing customers.
  • Identify customer needs, explain available services, provide accurate quotes, and convert inquiries into confirmed bookings.
  • Manage approximately 100 combined inbound and outbound calls per day, including sales inquiries, follow-ups, and customer support.
  • Consistently follow up with leads through phone calls and text messages to maximize conversion opportunities.
  • Address objections related to pricing, availability, and service expectations.
  • Promote recurring service plans and identify upselling opportunities.
  • Coordinate with scheduling teams to ensure accurate bookings and service availability.

Customer Service & Retention

  • Respond professionally to customer inquiries, complaints, and service-related concerns.
  • Investigate customer issues by reviewing service records, notes, and internal feedback.
  • Collaborate with management and operational teams to resolve concerns efficiently.
  • Provide solutions aligned with company policies, including approved discounts or service adjustments when appropriate.
  • Follow up with customers to ensure satisfactory issue resolution.
  • Support customer retention efforts by proactively addressing cancellations and dissatisfaction.

CRM Management & Reporting

  • Maintain accurate and updated records of customer interactions, quotes, bookings, and follow-ups in the CRM.
  • Document customer requirements clearly to ensure smooth service delivery.
  • Track daily sales activities, customer interactions, and conversion performance.
  • Prepare end-of-day reports summarizing sales activity, pending issues, and next steps.
  • Take ownership of outstanding customer requests and follow through until resolution.

Requirements

  • Previous experience in inside sales, phone sales, appointment setting, customer service, or related positions.
  • Demonstrated ability to convert leads into customers and achieve sales targets.
  • Strong verbal and written communication skills.
  • Confidence handling high-volume inbound and outbound calls.
  • Experience managing objections, customer complaints, and challenging conversations.
  • Proficiency with CRM platforms, messaging tools, and scheduling software.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple tasks and customer interactions simultaneously.
  • A proactive, accountable, and results-oriented mindset.
  • Ability to work independently while collaborating effectively with internal teams.

Key Performance Expectations

  • Consistently achieve established weekly sales and booking targets.
  • Manage a high volume of daily customer interactions while maintaining service quality.
  • Ensure timely and consistent follow-up with prospective and existing customers.
  • Maintain accurate CRM records and activity reports.
  • Contribute to customer satisfaction, retention, and recurring business growth.

What We're Looking For

We are seeking someone who is sales-driven, customer-focused, and highly accountable.

Success in this position means converting opportunities into bookings, delivering excellent customer service, resolving issues efficiently, and building long-term customer relationships.

If you enjoy sales, thrive in fast-paced environments, and are motivated by measurable results, we'd love to hear from you!

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