
201 - 500 employees
Founded 2004
☁️ SaaS
🤖 Artificial Intelligence
🤝 B2B
SaaS • Artificial Intelligence • B2B
Precoa is an AI-enhanced online form, survey, and engagement platform that helps organizations design interactive forms, collect and act on contact data, and automate workflows. The product emphasizes AI-assisted form building, analytics and reporting, integrations with other business apps, templates for common use cases (lead gen, registration, HR), and enterprise-grade features for larger teams. It’s positioned as a SaaS solution serving marketing, product, HR, and customer success teams.
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201 - 500 employees
Founded 2004
☁️ SaaS
🤖 Artificial Intelligence
🤝 B2B
SaaS • Artificial Intelligence • B2B
Precoa is an AI-enhanced online form, survey, and engagement platform that helps organizations design interactive forms, collect and act on contact data, and automate workflows. The product emphasizes AI-assisted form building, analytics and reporting, integrations with other business apps, templates for common use cases (lead gen, registration, HR), and enterprise-grade features for larger teams. It’s positioned as a SaaS solution serving marketing, product, HR, and customer success teams.
• You’ll follow up with warm leads who have already expressed interest in preplanning. • Making around 200 dials per day, you’ll set client appointments to meet with a local professional to craft an intentional plan and gain peace of mind. • You’ll support our Field Sales team by providing the most accurate information possible to help them educate the clients and drive our mission to prearrange all families. • Your work is instrumental to our continued growth!
• Sales experience (phone, in-person, insurance, retail) • Demonstrate common sense, compassion, and empathy, on the phone and with colleagues • Comfortability with PC operations, software and video conferencing • Ability to type notes effectively, experience with CRM systems a bonus! • Ability to work any designated day shift (Monday-Thursday 9 hour shifts, Friday 4 hour shift and done by 12PM PST)
• Work from home/remote - flexible shifts: 9 hours Mon-Thurs and half-day Fridays • Competitive hourly base pay and uncapped monthly bonuses • We generate all warm leads for you, no prospecting or cold calling required • 18 days PTO and 6-weeks minimum paid parental leave • Health, Dental, and Vision benefits • 401k, with a 2% company match and $25,000 Life Insurance Policy
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