Inside Sales Associate

Purpose of the Role

SavATree is building a specialized Inside Sales organization designed to drive incremental revenue, improve proposal conversion, and increase client visits across all markets. Our Inside Sales team acts as a partner and extension of local SavATree branches, working together to deliver a “Wow” customer experience while driving measurable sales growth.

The Inside Sales Associate is responsible for structured follow-up on pitched but unsold work, proactive outbound appointment scheduling, customer reactivation efforts, and targeted outbound sales campaigns. This is a revenue-carrying role with individual sales goals tied directly to performance-based incentives.

This role requires a consultative sales approach — balancing persistence with professionalism — and ensuring every customer interaction reflects SavATree’s premium, relationship-driven brand.

Essential Functions of the Role:

Proposal Follow-Up & Revenue Conversion

• Conduct structured follow-up on pitched but unsold proposals across assigned markets.
• Execute multi-touch outreach sequences (phone, text, email) to convert opportunities into closed sales.
• Confidently overcome objections and reinforce the value of SavATree’s services.
• Maintain strong opportunity pipeline management within Microsoft Dynamics CRM.
• Accurately document all outreach attempts, conversations, and outcomes.
• Achieve or exceed individual revenue targets and conversion rate goals.

Outbound Appointment Generation & Calendar Optimization

• Proactively schedule high-quality, in-person visits for Sales Arborists during periods of lower inbound demand.
• Utilize CRM data and routing tools to schedule geographically efficient appointments that optimize field productivity.
• Ensure scheduled visits align with seasonal service cycles and provide value to customers.
• Apply call control, objection handling, and active listening to diagnose customer needs and properly match to SavATree’s services.

Reactivation & Campaign Sales

• Execute targeted win-back outreach to previously canceled customers.
• Support seasonal outbound campaigns such as winter prepayment programs for plant health care and lawn care services.
• Drive measurable revenue through structured outbound initiatives.

Brand Experience & Customer Engagement

• Deliver outbound communication that reflects SavATree’s premium, consultative, and relationship-driven brand.
• Balance persistence with professionalism — recognizing client communication preferences without over-contacting or eroding trust.
• Approach each interaction with energy, confidence, and a solutions-oriented mindset.
• Maintain high standards of customer satisfaction while driving sales outcomes.

Performance & Accountability

• Meet or exceed individual performance metrics including:
  • Individual dollars sold
  • Pitched → Sold conversion rate
  • Appointment volume generated
  • Campaign revenue contribution
  • Activity productivity metrics (contacts, follow-ups, touches per opportunity)
• Maintain high CRM documentation accuracy and pipeline visibility.
• Participate in coaching sessions, call reviews, and structured role-play exercises.
• Utilize feedback, AI-driven insights, and performance dashboards to continuously improve results.

Team & Culture Expectations

• Contribute to a performance-driven, accountable, and competitive team environment.
• Demonstrate resilience, discipline, and follow-through in high-volume outbound activity.
• Embrace coaching and actively seek opportunities to improve close rates and sales effectiveness.
• Represent SavATree with professionalism and positivity in every customer interaction.

Qualifications for this Role

Required

• Prior experience in a customer-facing role within arboriculture OR minimum 2+ years of consumer inside sales experience.
• Demonstrated success in a revenue-generating or quota-based environment.
• Strong verbal and written communication skills.
• Comfort managing pipelines and documenting activity within CRM systems (Microsoft Dynamics experience a plus but not required).
• Ability to confidently handle objections and drive commitment.
• Strong organizational skills and attention to detail.
• Strong competitive drive and relentless execution in achieving goals.

Preferred

• Experience in home services or relationship-driven consumer services.
• Experience utilizing CRM and AI-based sales tools to improve productivity and outcomes.
• Demonstrated success in performing at a high level in a hybrid or remote-only working environment a plus but not required

Equal Opportunity

SavATree is an Equal Opportunity Employer and a Drug-Free Workplace. We are committed to creating a diverse environment where all employees feel valued and respected.