Sales & Client Intake Specialist(CMR Tools) -ZR_29883_JOB

4 hours ago

Quezon City, National Capital Region, Philippines BruntWork Full time ₱80,000 - ₱120,000 per year

This is a remote position.

Schedule:
  • 20 hours a week
  • Monday - Friday 9 am- 1 pm EST
Mission

Book 5+ qualified estimates/month for clients through a mix of outbound prospecting, fast inbound response, and disciplined CRM operations. Support marketing operations by posting pre-made content, managing reputation, and ensuring reporting compliance.

Core Responsibilities

1. Lead Handling (Inbound)

  • Monitor HubSpot forms & live chat in real time.
  • Return calls within 10 minutes during business hours.
  • Qualify leads and book estimates directly on the calendar.

2. Outbound Prospecting (Primary Focus)

  • Load lead lists and send cold emails daily.
  • Execute a structured call cadence: 100 attempts over 10 business days.
  • Nurture prospects and convert them into qualified booked estimates.

3. CRM Hygiene & Data Integrity

  • Create/merge contacts in HubSpot.
  • Set lifecycle stages and deal stages consistently.
  • Tag lead sources (Outbound, Meta, Google, Web).
  • Log notes and set clear next-step tasks after every interaction.

4. Reputation & GBP Management

  • Post pre-made content to Google Business Profile 1–2× per week.
  • Request reviews from clients within 48 hours of "Won" jobs.
  • Reply to all new reviews professionally and on time.

5. Reporting & Analytics

  • Update daily KPIs (calls, emails, booked estimates).
  • Contribute to weekly analytics refresh.
  • Surface blockers in the Monday Work-in-Progress (WIP) meeting.

6. Compliance & Quality

  • Follow TCPA / DNC and CAN-SPAM guidelines.
  • No auto-dialers without prior consent.
  • SMS outreach only with explicit opt-in.
  • Protect client and company data.
Key Performance Indicators (KPIs)
  • 5+ Qualified Estimates booked/month
  • Speed-to-lead: ≤10 minutes during business hours
  • Call cadence: ≥100 attempts per new lead in 10 business days
  • CRM compliance: 100% of calls/emails logged same day + next task set
  • Review requests: Sent within 48 hours of "Won" jobs + reminder at 5 days
Qualifications & Requirements
  • Sales or appointment setting experience is a must.
  • Inbound and Outbound call experience required
  • Background in real estate or property management is a strong plus.
  • Excellent spoken English (clear voice, near-native fluency required).
  • Strong phone presence with sales confidence.
  • HubSpot CRM experience preferred.
  • Disciplined note-taking and attention to detail.
  • Reliable internet connection and quiet work environment.
  • Familiarity with Microsoft Office Suite (Excel, Outlook, Teams).
  • (Preferred) Knowledge of Digital Marketing, SEO, and WordPress CMS.
Definition of a Qualified Lead

Counts toward KPI only if the lead meets all criteria:

  • Homeowner/property manager in approved service areas.
  • Meets minimum job size ($1.5k+ repairs | $8.5k+ projects).
  • Ready to schedule an estimate within 7 days.
  • Valid phone number and email.
  • Not a duplicate lead within the past 60 days.

Independent Contractor Perks

  • Incentives
  • HMO Coverage for eligible locations
  • Permanent work-from-home
  • Immediate hiring
ZR_29883_JOB​

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