• Make the intro call to the customer and collect all required information. • Serve as the contact point for the new customer and provide install progress reports. • Schedule the install tech and arrange the install time with the customer. • Moderate tasks in every new customer template. • Call the customer to collect a list of their published phone numbers and other necessary information. • Collect the COB (Copy of Bill) from the customer. • Port in new customer numbers. • Send sales-dictated proposals to prospects. • Verify the normalized prospect address with the USPS database. • Confirm the legal business name with the Secretary of State (SOS) and the DBA name. • Check the 401K database for the Employer Identification Number (EIN). • Create and send sales orders to prospects via DocuSign & Adobe ESign. • Run customer portfolio reports and generate lists of customers up for renewal. • Verify that the new customer seat count matches the signed sales order. • Process and maintain sales files. • Update the “sold” list to track sales and agent commission payouts. • Update the list with Firm Order Commitment (FOC) dates. • Create bill transactions for agent work hours. • Create a new invoice for the Credit team to fund the deal. • Interact with finance banks. • Create a new invoice for the customer’s first month. • Create a monthly memorized invoice for ongoing customer billing. • Generate reports. • Provide a high level of customer service. • Answer inbound phone calls and redirect callers as needed. • Moderate customer support tickets to maintain quality care through constant contact with customers. • Schedule customer appointments, including Moves, New installs, Repairs, Training.