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Sales Intake Coordinator

Roles & Responsibilities

  • 2.5-5 years of experience in appointment setting, sales coordination, or wellness-based customer support, preferably within holistic health or spiritual coaching
  • Comfort with learning and speaking about faith-based Reiki services, fasting retreats, crystal products, and chakra healing
  • Strong communication skills with the ability to nurture client curiosity into booking decisions
  • Proven organizational skills to manage scheduling logistics, client flow, and multiple communication threads; tech proficiency with scheduling tools, CRMs, and cloud-based platforms (e.g., Calendly, Google Workspace, Voxer)

Requirements:

  • Conduct 15-minute discovery calls with potential clients to assess fit for services such as retreats, Reiki sessions, and courses before passing them to the practitioner
  • Explain offerings like energy cleanses, aura readings, Reiki-infused jewelry, and spiritual courses using provided sales questions and scripts
  • Book appointments, manage calendar flow, and coordinate follow-up reminders using scheduling software and CRM tools
  • Maintain detailed CRM notes on client interactions, questions asked, and appointment outcomes to align with follow-up strategy

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Industry Knowledge: Minimum 2.5-5 years of experience in appointment setting, sales coordination, or wellness-based customer support, preferably within holistic health or spiritual coaching. Product Familiarity: Comfort with learning and speaking fluently about faith-based Reiki services, fasting retreats, crystal products, and chakra healing. Strong Communication: Clear and compassionate communicator with the ability to nurture client curiosity into booking decisions. Organizational Skills: Proven ability to manage scheduling logistics and client flow while tracking multiple communication threads. Tech Proficiency: Experience using scheduling tools, CRMs, and cloud-based communication systems (e.g., Calendly, Google Workspace, Voxer). Spiritual Alignment: Deep respect for energy work and a foundational understanding of prayer, fasting, and holistic healing practices.

Core responsibilities:

Client Intake & Scheduling: Conduct 15-minute discovery calls with potential clients to assess fit for services such as retreats, Reiki sessions, and courses before passing them to the practitioner. Service & Product Guidance: Confidently explain offerings like energy cleanses, aura readings, Reiki-infused jewelry, and spiritual courses using provided sales questions and scripts. Appointment Management: Book appointments, manage calendar flow, and coordinate follow-up reminders using scheduling software and CRM tools. Customer Support: Respond to inquiries via email, phone, and social media regarding upcoming retreats, Reiki classes, and product orders with warmth and clarity. Course & Class Enrollment Support: Guide prospects through enrollment steps for meditation courses, Reiki mastery training, and event participation. CRM Documentation: Maintain detailed notes on client interactions, questions asked, and appointment outcomes to ensure alignment with follow-up strategy.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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