Conduct regular branch visits including ride-alongs with technicians, live call listening with CSR teams, and shadowing sessions with comfort advisors
Provide real-time, in-the-moment coaching — observe, score, coach, and re-score on a defined cadence
Certify branch and employee readiness before deploying new playbooks or scripts
Partner with branch General Managers to reinforce training standards between visits
Build and maintain a trade-specific training library (HVAC, plumbing, electrical) with purpose-built content by role
Write CSR call scripts, objection handling frameworks, good/better/best option presentation guides, and membership pitch scripts
Record role-play demonstrations for LMS use, including strong, average, and weak examples
Audit existing playbooks — keep what works, rewrite what doesn't, and build a content roadmap to close gaps
Produce ride-along scorecards, field reference guides, and coaching checklists for branch managers to use independently
Train In-Home Comfort Advisors on sales process, proposal delivery, and follow-up cadence
Train Technicians on in-home presentation skills, options-based selling, and trust-building
Train CSRs / Booking Agents on call conversion, scripting, and appointment accuracy

3–7 years of sales training experience in home services, field service, or a related trade industry — direct exposure to technician, CSR, or in-home sales environments required
Demonstrated ability to create training content from scratch: scripts, playbooks, objection handling guides, and role-play scenarios
Skilled facilitator and live coach with the ability to run group sessions and one-on-one coaching in the field
Experience with field service management platforms; ServiceTitan strongly preferred
Comfortable using performance data to prioritize and target coaching efforts
Ability and willingness to travel 80% of the time across multiple U.S. states — this is a firm requirement
Prior experience in a PE-backed or multi-location home services environment
Familiarity with membership / maintenance agreement sales programs
Experience building or managing content within an LMS platform

Sales Excellence Trainer

Key skills