Expertise.com

Sales

• Lead a team of Consumer Concierge/Outbound Sales agents
• Initiate changes in processes, goals, and requirements
• Complete performance assessments with accuracy and actionable steps
• Engage agents in coaching sessions and provide calibration directions
• Document coaching and assessments clearly and timely
• Maintain a cordial and productive relationship with agents

Sales Team Lead – Outbound

Customer Support

• Conduct concierge calls and provider-matching calls to clients with service requirements
• Comprehend how we do things with clients and make sure they're getting their money's worth
• Competent in conducting basic provider data research
• Conduct phone conversations with clients in the capacity of an executive assistant, maintaining a balance between casual and professional tones
• Jot down what you talk about with clients in a clear and accurate way
• Roll with the punches when things change at work, and still get the job done right
• Stay pumped and focused on getting stuff done on time
• Demonstrate success in initiating and executing new ideas
• Manage personal productivity and work independently with minimal supervision

Customer Service Agent – Inbound & Outbound Calling

Analyst

• Review agents’ conversations ensuring compliance with quality standards
• Maintain audit, coaching, and performance logs
• Document audit observations including non-compliant agent behaviors
• Develop and support documentation for training and operations
• Contribute to call calibration sessions
• Participate in team meetings discussing agent evaluation feedback
• Provide training and conduct coaching sessions
• Identify issues, analyze performance, and communicate trends to QA Manager
• Intermediary for escalations between agents and consumers

Call Quality Analyst

• Perform outbound calling and initiate offline inquiries according to campaign targets
• Understand project procedures and processes to provide value to clients
• Engage clients over the phone as potential customers in a professional manner
• Document conversations with precision and clarity
• Send feedback to stakeholders through well-crafted emails
• Track personal productivity and work independently with minimal supervision
• Maintain personal equipment in optimal condition for maximum productivity

Outbound Customer Service Agent

Sales Development Rep

• Qualify leads, set meetings, and schedule appointments between prospective customers and a sales representative
• Research, identify, and create new market opportunities through targeted engagement with prospect accounts
• Perform high-volume outreach, maintaining a high level of productivity through frequent calls and emails to prospective clients or candidates.
• Maintain a self-starter attitude while creating outreach strategies for new lead generation methods
• Support Account Executives on outbound strategies and lead-generating efforts
• Be the first point of contact for new business prospects and determine the next steps for each prospect moving forward
• Establish active communication and engagement with prospects to create new leads and sales openings
• Maintain high professionalism and customer service when interacting with clients or potential clients
• Track activity and progress through Salesforce (or your CRM)

Outbound Sales Development Representative

• Make 80-100 calls a day to warm leads that completed their business registration through our company
• Conduct consultative conversations to understand client needs, challenges, and business goals.
• Position financial and technical solutions such as business loans, payment processing, banking services, and website building to address client pain points.
• Clearly explain complex financial and technical concepts in a simple, client-friendly way.
• Build and maintain long-term relationships with clients to drive recurring revenue and loyalty.
• Consistently meet or exceed individual and team sales targets.
• Maintain accurate records in CRM systems and leverage sales tools to track progress and performance.

Sales Development Representative, Outbound Campaign

Account Executive

• Make 80–100 outbound calls per day to warm leads.
• Engage prospective clients in consultative conversations to understand their needs.
• Persuade and assist leads to complete their business registration.
• Accurately document call outcomes and maintain lead data in the CRM.
• Meet or exceed daily, weekly, and monthly sales performance targets.
• Collaborate with team members and provide feedback to improve lead conversion strategies.