Weekend Client Lead Specialist

This is a remote position.

**PLEASE CAREFULLY READ ALL THE DETAILS BEFORE APPLYING***

JOB TITLE: Weekend Client Lead Specialist

RATE: Php 200 per hour

Work Type: Part Time | Remote

Working Hours : US Hours | Saturday and Sunday 10 AM - 6 PM or 10 AM to 7 PM if a break is needed or we could possibly look at 2 10-hour shifts. 

Start Date: ASAP

JOB ROLE & RESPONSIBILITIES: 

Lead Management:

• Make 150–200  (shared by other agents) daily calls to follow up on leads from platforms such as A Place for Mom and AgingCare.com.
  

• Maintain and nurture client relationships through consistent communication and follow-up over an extended period, sometimes up to 12 months.
  

• Handle leads from social media platforms (Facebook, Instagram) generated through geofencing campaigns, ensuring timely follow-up.
  

Appointment Setting:

• Book assessments for prospective clients while navigating pre-qualifying questions to ensure suitability.
  

• Manage the appointment pipeline, ensuring accurate scheduling and follow-ups.
  

CRM Management:

• Update and maintain WellSky with lead information, call notes, and appointment statuses.
  

• Collaborate with the team to ensure seamless transitions between follow-ups and ongoing lead nurturing.
  

Sales Support:

• Assist the sales team by responding to incoming inquiries, rescheduling appointments, and providing support during downtime, especially on Saturdays.
  

• Handle any inquiries that arise via social media and direct leads to the appropriate channels.
  

Administrative Support:

• Provide additional support, such as scheduling or rescheduling, during downtime or high-volume periods.
  

JOB REQUIREMENTS:

• HubSpot experience would be a plus.
  

• Cold calling experience would be a plus
  

• Ability to track new leads and follow-up on old leads to get them booked for an assessment.
  

Performance Metrics:

• Daily call volume (150–200 calls) –  (shared by other agents)
  

• Number of booked assessments per week
  

• Accuracy and completeness of CRM updates
  

• Responsiveness to new leads, particularly hot leads requiring immediate attention
  

Success Criteria:

• Build strong rapport with leads and convert inquiries into assessments
  

• Maintain a high standard of CRM data integrity and communication logs
  

• Seamlessly integrate into the team, demonstrating adaptability to tools, systems, and processes
  

Initial Projects (First 90 Days):

• Complete WellSky and HubSpot training to gain proficiency in CRM management
  

• Establish a strong follow-up process for leads across all platforms
  

• Familiarize with the client intake process and master appointment setting
  

• Collaborate with sales and marketing teams to ensure smooth transitions and consistent communication
  

Tools

• CRM Systems: WellSky, HubSpot (training provided)
  

• Communication: Microsoft Teams, Clarity (phone system)
  

• Email Management: Microsoft Outlook
  

Personality Traits:

• Highly organized with strong attention to detail.
  

• Proactive and driven, with a customer-centric mindset.
  

• Confident communicator, comfortable handling objections and navigating challenging conversations.
  

• Adaptable and eager to learn new tools and systems.