2+ years’ experience in outbound sales, telesales, or lead generation
Strong verbal communication and rapport-building skills
CRM or cloud-based database experience
Ability to follow structured scripts and call workflows in a remote environment
Requirements:
Conduct outbound calls to existing customers using approved scripts and update CRM with call notes and customer data
Promote upsell and cross-sell opportunities, qualify leads, and schedule follow-ups for Relationship Managers or Sales Team
Prospect new business leads (primarily B2B), capture lead information, and convert cold leads into warm opportunities
Maintain accuracy and cleanliness of customer records in the cloud-based database, including lead details and service history
Job description
Set-up and Location: WFH
Work Schedule: 9:00AM to 6:00PM (NZDT) | 4:00AM to 1:00PM (PH)
Employment Type: Full-time
Ready to do work that actually excites you?
The Outbound Sales Representative is responsible for delivering high-quality customer outreach to strengthen relationships, grow revenue, and maintain the integrity of company’s customer records. The role focuses on contacting existing customers and new business prospects to update account information, present product and service offerings, and generate qualified opportunities for the Sales Team. With over 20,000 records in our cloud-based database—including 10,000+ active B2B customers—this role plays a key part in ensuring company remains connected to its customer base and consistently identifies opportunities for business growth.
Key functions of the role include but are not limited to:
Outbound calling
Sales engagement (upsell and cross-sell)
Database accuracy and management
New business prospecting
Professional customer communication
What You'll Do:
You'll be the kind of person who:
Outbound Calling & Customer Engagement
KPI Weighting: 40%
Key Activities:
Conduct outbound calls to existing customers using approved calling scripts
Confirm and update customer information in the CRM system
Understand customer needs and present appropriate Heart Saver products and services
Capture call notes and outcomes immediately following each call
KPI’s:
Achieves 60–80 completed outbound calls per day
Accurate and timely CRM updates for every customer interaction
Professional communication aligned with Heart Saver’s values
Upsell, Cross-Sell & Lead Generation
KPI Weighting: 30%
Key Activities:
Promote relevant or higher-value products and services to existing customers
Identify opportunities for additional service uptake
Qualify leads and schedule follow-up appointments for Relationship Managers or Sales Team
Support customer retention by reinforcing product value and benefits
KPI’s:
Achieves agreed-upon upsell/cross-sell targets
Conversion of warm leads into qualified sales opportunities
Increased customer product engagement
Database Integrity & CRM Management
KPI Weighting: 10%
Key Activities:
Maintain accuracy and cleanliness of customer records in the cloud-based database
Update contact information, service history, and lead details
Identify and flag duplicate, incomplete, or inactive records
Comply with internal data standards and privacy requirements
KPI’s:
High accuracy of CRM data
All updates completed within required timeframes
Minimal data errors or rework required
New Business Prospecting
KPI Weighting: 10%
Key Activities:
Conduct outreach to new business prospects (primarily B2B)
Use scripts and prospecting workflows to introduce Heart Saver offerings
Capture new business lead information and qualify interest
Convert cold leads into warm opportunities
KPI’s:
Prospecting targets achieved monthly
Number of qualified new business leads generated
Increased engagement from new outreach activities
Customer Experience & Support
KPI Weighting: 5%
Key Activities:
Provide courteous, professional communication on all calls
Handle general customer queries and direct complex matters to appropriate internal teams
Ensure a positive and consistent customer experience
KPI’s:
Positive customer feedback
Timely, professional handling of queries
Alignment with customer service expectations
Team Culture
KPI Weighting: 5%
Key Activities:
Engage proactively with the wider team
Participate in team training, meetings, and continuous improvement initiatives
Uphold Heart Saver values in all conduct
Contribute to a supportive and collaborative work environment
KPI’s:
Models behaviours consistent with Heart Saver’s values
Demonstrates teamwork and cooperation
Positive feedback from peers and managers
Participation in team initiatives and shared goals
Requirements
What You Bring:
We're looking for someone who:
Essential
• 2+ years’ experience in outbound sales, telesales, or lead generation
• Strong verbal communication and rapport-building skills
• Confident and professional phone manner
• CRM or cloud-based database experience
• Proven ability to follow structured scripts and call workflows
• Strong attention to detail for data entry and call documentation
• Reliable, motivated, and comfortable working independently in a remote environment
Preferred
• Experience working with B2B customers
• Knowledge or experience in health, safety, or compliance industries
• Experience managing large databases (10,000+ records)
• Familiarity with New Zealand or Australian business environments
Personal Qualities
Results-driven and committed to achieving daily/weekly targets
Warm, confident, and customer-focused communicator
Adaptable and open to constructive feedback
Professional, dependable, and takes ownership of responsibilities
Positive attitude and commitment to continuous improvement
Benefits
Why You’ll Love Working Here
HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!
Let’s Talk
If you’re thinking “this sounds like me”—it probably is. Click apply. We can’t wait to meet you.
