Offer summary

Qualifications:

Experience with CRM systems, preferably WellSky and HubSpot., Strong communication skills and ability to handle objections., Proven track record in lead management and appointment setting., Highly organized with attention to detail and a customer-centric mindset..

Key responsibilities:

Make 150-200 daily calls to follow up on leads and maintain client relationships.

Book assessments for prospective clients and manage the appointment pipeline.

Update and maintain CRM with lead information and appointment statuses.

Assist the sales team with inquiries and provide administrative support during high-volume periods.

Job description

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.

Required profile