Sales Specialist – B2B

Outsourcey

Sales Specialist (B2B) making outbound calls regarding funding needs and services. Initially support small business lending campaign and qualify leads for advisors and representatives.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong outbound calling and lead generation capabilities, with a focus on B2B sales and appointment setting. Proficient in managing lead pipelines and utilizing CRM systems to enhance communication and follow-up processes.

Highest-signal resume keywords

Outbound Calling ExperienceB2B Sales ExperienceLead Generation SkillsCRM System ProficiencyStrong Phone Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead QualificationBusiness Funding KnowledgeSales Appointment SettingPipeline ManagementBasic Understanding of Banking

Soft Skills

Interpersonal SkillsRapport BuildingOrganizational SkillsGoal-Oriented MindsetSelf-Motivation

Tools & Technologies

Salesforce8x8CRM Systems

Industry Keywords

Financial ServicesSmall Business LendingB2B CommunicationFunding SolutionsEmployer Benefits

About the role

Key responsibilities & impact

Make a high volume of outbound cold calls to prospective and previous applicants daily
Speak with business owners, franchise owners, and decision-makers regarding their funding needs, business goals, and potential interest in financial services.
Initially support the small business lending campaign by identifying companies looking for working capital, business funding, or financing solutions.
Qualify leads by gathering information related to revenue, business operations, and financing needs
Conduct discovery conversations and identify potential opportunities for funding solutions
Schedule qualified appointments for funding advisors and sales representatives
Ask basic qualifying and close-ended questions to determine whether the prospect is serious and ready for a follow-up conversation
Maintain strong follow-up with leads through phone calls, text messages, and email communication
Confirm appointments and ensure prospects are prepared for scheduled calls
Build rapport quickly and maintain professional communication with business owners
Handle objections confidently and keep conversations productive and goal-oriented
Update CRM systems with accurate notes, lead information, and call outcomes
Manage lead pipelines and ensure no opportunities are missed
Respond quickly to warm leads and inbound inquiries when available
Follow scripts and processes while adapting naturally during conversations
Collaborate with internal sales teams regarding lead quality and appointment flow
Meet daily and weekly outreach and appointment-setting goals
Potentially support employer benefits / PEO-related outreach in the future, which may involve speaking with higher-level B2B contacts such as C-suite executives, HR decision-makers, and business owners.

Requirements

What you’ll need

Up to 2 Years of Experience in outbound calling, sales, appointment setting, collections, or lead generation
B2B sales or B2B appointment-setting experience is strongly preferred.
Experience speaking with business owners, executives, or decision-makers is preferred.
Strong phone communication and interpersonal skills
Comfortable making a high number of outbound calls daily
Ability to build rapport quickly and maintain engaging conversations
Strong organizational skills and attention to detail
Experience using CRM systems and managing lead pipelines
Experience with Salesforce, 8x8, or similar CRM/dialer platforms is an advantage but not required.
Ability to multitask and maintain consistent follow-up across multiple leads
Strong spoken English and professional phone presence
Self-motivated, persistent, and goal-oriented
Ability to work independently in a fast-paced sales environment
Basic understanding of business funding, banking, underwriting, or lending is a plus but not required.
Employer benefits, insurance, or PEO experience is not required, but B2B exposure would be helpful for future campaign expansion.
Must be coachable and comfortable learning financial services concepts, scripts, compliance-sensitive language, and campaign-specific qualifying questions.

Benefits

Comp & perks

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.