Offer summary

Qualifications:

College educated with a preference for candidates with experience in customer service or administrative roles., Proficiency in Google Workspace tools and familiarity with CRM platforms like HubSpot or WellSky is preferred., Excellent verbal communication skills and professional-level English proficiency are required., Ability to handle confidential client data with professionalism and discretion..

Key responsibilities:

Manage inbound and outbound communication with prospective home care clients.

Qualify leads and document intake details while coordinating with internal teams for client onboarding.

Schedule consultations and maintain accurate records in the CRM system.

Provide updates and reporting to leadership regarding lead conversions and status.

Job description

This is a remote position.

Company Overview

ClearDesk was founded based on years and years of our own experience in prior businesses in outsourcing amazing talent from places like Colombia, India, and the Philippines. We now live in a world where high-speed internet and the latest technology allow us to build a team of amazing people all across the world.

At ClearDesk, we handle the sourcing, recruiting, and management of our overseas talent as they work with our clients. Our goal is to provide exceptional service that exceeds expectations, and we take pride in our ability to match each client with the right talent to suit their unique needs.

Our Mission

At ClearDesk, we're passionate about helping people succeed. Our mission is to assist clients in building top-performing teams in the most cost-effective way possible, enabling them to thrive in today's competitive business landscape. Additionally, we're committed to helping our remote talent develop their careers within outstanding teams while supporting their families.

But we don't stop there. We're constantly pushing ourselves to grow and learn by surrounding ourselves with the very best talent. This culture of continuous improvement enables us to provide even better service to our clients and team members alike. At ClearDesk, we believe that when everyone succeeds, we all succeed.

Job Description

We are seeking a compassionate and highly organized Sales Development Representative (SDR) to manage inbound and outbound communication with prospective home care clients. This role involves answering calls, documenting intake details, qualifying leads, and coordinating with internal teams to support a seamless client onboarding process. The ideal candidate is empathetic, patient, and thrives in a service-driven environment.

Responsibilities

Answer inbound calls from families seeking home care services
Conduct outbound follow-up calls to warm and pending leads
Collect and record detailed intake information, including client needs and contact details
Qualify leads based on pre-established service criteria
Schedule consultations, follow-up appointments, and assessments
Enter and update client and lead information accurately in the CRM system (e.g., HubSpot or WellSky)
Track lead status and movement through the intake funnel
Communicate with care coordinators and internal teams regarding client onboarding progress and priorities
Maintain a friendly, empathetic, and professional tone during all client interactions
Collaborate with recruiters and care staff to ensure smooth handoffs post-intake
Support marketing and outreach efforts through client follow-up and appointment setting
Provide timely updates and reporting to leadership regarding lead conversions and status
Use tools like Google Workspace for scheduling, documentation, and email correspondence
Manage task tracking systems to ensure timely follow-up and lead progression

Requirements

College educated
Candidates must provide either an NBI Clearance or Police Clearance (preferred) upon hiring
Candidates must provide a proof of separation from their previous/current employer with an indication/confirmation of their last date of employment
Proficiency with tools such as Google Docs, Sheets, Gmail, and Calendar
Familiarity with CRM platforms such as HubSpot or WellSky (preferred)
Prior experience in customer service, intake coordination, or administrative roles (preferred)
Experience in home care, healthcare, or service-based client support is a plus
Ability to handle confidential client data with professionalism and discretion
Adaptability and initiative in a fast-paced, mission-driven environment
Excellent phone etiquette and clear verbal communication skills
Strong organizational and time management capabilities
Professional-level English (spoken and written)

Hardware Requirements

At least a 720p HD Webcam
A noise-canceling headset
At least a 25mbps primary internet connection
A backup laptop, backup internet connection device, and backup power supply in case of power outage and emergencies
Minimum recommendation for your main computer: Intel Core i5 or equivalent with 8 GB RAM or higher
Minimum recommended for your backup computer: Intel Core i3, 4 GB RAM

Compensation and Benefits

Competitive salary
100% Remote (Permanent work from home)
Prepaid HMO
Bonuses and incentives
Paid training

Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com).

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