Key skills
CRMDecision MakingProblem Solving
About this role
Role Overview
- Prequalify incoming leads using established criteria.
- Support a smooth and positive client experience from first contact.
- Maintain professionalism and composure across all caller interactions.
- Communicate relevant information clearly with internal teams via Slack.
- Take accurate messages and log details in the CRM system.
- Transfer calls to the appropriate team member when needed.
- Protect team time by setting appropriate boundaries with callers.
- Answer incoming calls promptly and professionally.
- Greet callers and identify their needs efficiently.
Requirements
- Warm, confident phone presence with clear articulation in English and Spanish.
- Ability to guide conversations, ask direct questions, and redirect when needed.
- Strong attention to detail when documenting and logging information.
- Calm, focused decision making in high pressure or time sensitive situations.
- Quick response time with a proactive, action oriented mindset.
- Process driven work style with respect for structured workflows.
- Reliability, punctuality, and day to day consistency.
- Ability to balance empathy, professionalism, and urgency.
- Comfort working toward performance metrics and team goals.
- Energized by high volume phone based work and real time problem solving.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.