Sales Receptionist

Role Overview

The Sales Receptionist serves as the first point of contact for prospective customers and plays a critical role in creating a professional, organized, and responsive sales experience.

This position supports the Sales team by managing inbound inquiries, coordinating appointments, maintaining accurate records, and ensuring all customer interactions reflect FlatRate’s service standards. The Sales Receptionist helps maintain workflow efficiency, improves response times, and supports sales conversion efforts by ensuring that every lead is properly handled and directed.

Key Responsibilities

Frontline Sales & Customer Interaction

• Answer inbound sales calls and web inquiries in a professional and timely manner
• Provide detailed and accurate information about FlatRate’s services, pricing, and process
• Qualify initial customer needs and route inquiries to the appropriate Sales Representative
• Address general customer questions and resolve basic sales-related concerns

Appointment Scheduling & Coordination

• Schedule in-home and virtual survey appointments for the outside sales team
• Maintain and update sales calendars to ensure proper coverage and efficiency
• Confirm appointments and manage follow-ups to reduce cancellations and no-shows
• Coordinate internally with Sales Reps and Lead Qualification teams to ensure smooth handoffs

Administrative & Sales Support

• Draft professional correspondence, confirmations, and follow-up emails
• Maintain organized digital filing systems and CRM records
• Ensure customer information, inventory details, and contact data are accurately recorded
• Support reporting needs and assist with tracking inbound lead activity

Process & Service Standards

• Ensure all communication reflects FlatRate’s professionalism and service expectations
• Follow established sales scripts, qualification standards, and documentation protocols
• Escalate complex customer issues to management when appropriate
• Contribute to improving workflow organization and communication efficiency

Qualifications

• Previous experience in customer service, sales support, or administrative roles
• Strong phone presence with the ability to communicate clearly and confidently
• Excellent written and verbal communication skills
• Ability to multitask and manage high call volumes in a fast-paced environment
• Strong organizational skills and attention to detail
• Positive, professional demeanor with a customer-focused mindset
• Proficiency in Microsoft Office Suite and CRM systems
• Ability to work collaboratively within a team-based sales environment