What are the responsibilities and job description for the Sr. Online Sales Concierge position at Convertly Sales Solutions?
Company Description Convertly Sales Solutions delivers high-touch, high-impact sales services that help clients maximize every lead and support sustainable growth. The company specializes in lead qualification, appointment setting, fractional sales leadership, and comprehensive sales training. Acting as an extension of client teams, Convertly bridges the gap between buyers and sales, ensuring consistent, high-quality interactions throughout the sales cycle. Team members work in a collaborative, performance-driven environment focused on measurable results and strong customer relationships.
Role Description The Sr. Online Sales Concierge is a full-time, hybrid role based in Plano, TX. This position is responsible for guiding prospective buyers through the online sales journey by responding to inquiries, qualifying leads, and coordinating next steps with internal sales teams. Day-to-day activities include managing inbound digital leads, handling online chat and email communications, supporting online reservations or appointment scheduling, and maintaining accurate records in CRM and related systems. The role also involves providing concierge-level customer service, proactively following up with interested buyers, sharing product or service information, and collaborating with sales leadership to refine scripts, processes, and customer touchpoints. The Sr. Online Sales Concierge is expected to consistently uphold service standards, meet performance goals, manage multi-builder partnerships, and contribute ideas to improve the buyer experience.
Qualifications
- Strong customer-facing skills in Concierge Services and Customer Service, with a focus on delivering high-touch, personalized support.
- Experience managing Reservations and appointment scheduling in an online or sales-driven environment.
- Excellent Communication skills, including clear written and verbal interactions across email, chat, phone, and video.
- Background in Receptionist Duties or front-line client support, including managing inquiries and directing contacts efficiently.
- Proficiency with CRM or lead management tools and comfort working with digital sales platforms.
- Ability to work on-site in Plano, TX, and collaborate effectively with cross-functional sales and operations teams.
- Strong organizational and time-management skills, with the ability to prioritize multiple leads and tasks.
- Previous experience in online sales, inside sales, or hospitality-focused roles; high-growth or startup experience is a plus.
- High school diploma or equivalent required; additional education or relevant certifications in sales or customer service are beneficial.