Role purposeย
The Water Tester / Sales Closer generates in-home water testing opportunities, educates customers on water quality findings, presents filtration solutions, and closes approved sales. This role combines consultative selling, customer education, and accurate handoff to operations for installation and follow-up.ย
Primary objectivesย
โขGenerate revenue through qualified water treatment solution sales.ย
โขBuild customer trust through professional testing, education, and recommendation.ย
โขBe on time and call the customer ahead with an accurate time of arrival.ย
โขMaintain accurate financing details and order documentation.ย
โขSupport a smooth transition from sale to installation.ย
Customer lead managementย
โขFollow up on assigned leads within the required response window.ย
โขConfirm appointments, customer needs, and property details before each visit.ย
โขMaintain an organized calendar and route schedule.ย
โขRecord lead status, contact attempts, and appointment outcomes in the company CRM.ย
Water testing and customer consultationย
โขConduct on-site water testing using approved company tools, scripts, and procedures.ย
โขExplain test results in clear customer-friendly language.ย
โขIdentify customer pain points such as taste, odor, hardness, scale, maintenance burden, or equipment performance. โขRecommend the appropriate filtration, conditioning, or purification solution based on customer needs and company guidelines. Sales presentation and closingย
โขDeliver a structured sales presentation that explains product benefits, pricing, financing, warranty, and expected outcomes. โขAddress customer objections professionally and accurately.ย
โขAsk for the sale and close business using approved pricing and discount authority.ย
โขComplete finance applications, payment collection, and supporting sales documents as required.ย
Documentation and handoffย
โขSubmit complete and accurate sales packets, contracts, installation notes, photos, measurements, and supporting documentation. โขVerify scope details including product selected, access conditions, plumbing notes, and customer expectations. โขCommunicate special installation requirements or risks to the operations team.ย
โข Walk the customer through the install standards guide and explain next steps, installation timing, and customer responsibilities. โขHelp the customer download the Service Matrix app and provide a brief explanation so the customer feels comfortable using it. โขTake pictures of the faucet, under the sink, and the garage area where the customer wants the system installed.
Standards and Performanceย
Customer experienceย
โขRepresent Select Source Water professionally through communication, punctuality, and customer trust-building behavior. โขRespond to customer questions before and after the sale within company service standards.ย
โขSupport positive reviews, referrals, and repeat business opportunities.ย
Compliance and process adherenceย
โขFollow all company sales policies, financing rules, documentation standards, and applicable regulations. โขUse only approved claims, scripts, and product representations.ย
โขWear a company branded shirt and badge before entering the home.ย
โขKeep the water kit clean and up to company standards during customer presentation.ย
โขProtect customer information and maintain confidentiality.ย
โขAttend required sales meetings, trainings, ride-alongs, and role reviews.ย
Decision rights and authorityย
โขMay recommend solutions within approved product offerings.ย
โขMay offer pricing, promotions, or discounts only within assigned authority levels.ย
โขMay request management approval for non-standard pricing, exceptions, or special terms.ย
โขMay not commit to installation dates, free scope additions, or custom work without operations approval. โขWill report to the Sales Manager for KPIs.ย