Outbound Account Management Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Make outbound calls to current customers utilizing approved scripts.

• Verify and refresh customer details in the CRM system.

• Assess customer requirements and introduce suitable Heart Saver products and services.

• Document call notes and results immediately after each interaction.

• Promote relevant or premium products and services to existing clientele.

• Spot opportunities for additional service engagement.

• Qualify leads and arrange follow-up meetings for Relationship Managers or the Sales Team.

• Ensure the accuracy and integrity of customer records in the cloud-based database.

• Reach out to new business prospects, primarily in the B2B sector.

• Maintain courteous and professional communication throughout all calls.

• Actively engage with the broader team.

⛳️ Requirements

• A minimum of 2 years’ experience in outbound sales, telesales, or lead generation.

• Excellent verbal communication and relationship-building capabilities.

• Confident and professional demeanor on the phone.

• Experience with CRM or cloud-based database systems.

• Demonstrated ability to adhere to structured scripts and call processes.

• Strong attention to detail for data entry and documentation of calls.

• Dependable, self-motivated, and capable of working independently in a remote setting.

• Experience dealing with B2B clients.

• Knowledge or background in health, safety, or compliance sectors.

• Experience in managing extensive databases (10,000+ records).

• Familiarity with business landscapes in New Zealand or Australia.

🏝️ Benefits

• 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 can be converted to cash on your anniversary).

• Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!