Precoa
Precoa
201 – 500 Employees
ConsultingHealthcareInsurance
Precoa is a SaaS company focused on AI-enhanced online forms, surveys, and digital engagement. Its platform helps organizations create interactive forms, gather contact data, turn responses into actionable insights, and automate workflows. Core capabilities include AI-assisted form creation, analytics and reporting, business-app integrations, and templates for lead generation, registration, human resources, and other common processes. The product is positioned for teams in healthcare, consulting, insurance, marketing, product, HR, and customer success, with features designed to support both everyday users and larger organizations.

Inside Sales Support Representative at Precoa (Hybrid)

Support Precoa’s inside sales team by confirming appointments, managing CRM leads, and maintaining data quality for its preneed insurance business. The role also contributes to customer service and day-to-day sales operations.

Description

  • Verify and confirm scheduled sales appointments
  • Conduct quality checks across sales support activities
  • Handle additional operational responsibilities as needed
  • Respond to special requests from the inside sales team
  • Update and manage lead records and information in the CRM

Requirements

  • Bring 1–2 years of administrative or customer service experience, or an undergraduate degree
  • Work confidently with Microsoft Office, Google Drive, Zoom, and ADP
  • Communicate clearly using active listening, thoughtful clarification, and empathy
  • Demonstrate strong writing and composition skills
  • Maintain a consistently professional approach
  • Organize information for analysis, follow direction from multiple team members, balance competing priorities, and escalate issues promptly
  • Apply effective customer service practices
  • Accommodate variable shift start times, including occasional Friday afternoon or Saturday work
  • Communicate effectively by phone, email, chat, and other channels
  • Have experience working independently from home or be willing to do so

Benefits

  • Work from home or use a hybrid arrangement at Precoa headquarters
  • Receive competitive hourly pay based on experience along with company bonuses
  • Take 18 days of paid time off
  • Receive two paid weeks of parental leave
  • Access health, dental, and vision coverage
  • Participate in a 401(k) plan with company matching
  • Receive a $25,000 life insurance policy

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