销售服务代表
Sales Service Representative
销售服务代表 – 远程办公
售前销售 | 客户服务 | 金融服务 | CRM | 双语(英语和他加禄语)
职位类型:全职,远程办公
工作时间:美国工作时间
职位简介
在Pavago,我们的一个客户正在招聘一名销售服务代表,以支持售前销售咨询,并为寻求债务减免和债务整合解决方案的个人提供卓越的客户服务。
这是一个以售前线索为主的咨询型销售职位,同时也会进行后续跟进,以帮助潜在客户做出明智的财务决策。您将建立信任,了解每位客户的独特情况,并以同理心和专业性引导他们找到最合适的解决方案。
如果您热衷于帮助他人,喜欢建立关系,并在以客户为中心的销售环境中茁壮成长,这将是您职业发展的绝佳机会。
您将负责的工作内容
售前销售与客户服务
- 回应对债务减免和债务整合服务感兴趣的潜在客户的来电。
- 清晰准确地解释可用的项目和财务解决方案。
- 了解每位客户的财务状况并推荐合适的选项。
- 提供专业、富有同理心且具有咨询性质的客户服务体验。
- 在客户做出重要财务决策时建立信任。
线索跟进与外联
- 及时跟进通过各种营销渠道产生的线索。
- 在整个销售过程中保持持续沟通。
- 在需要时进行外联跟进和偶尔的冷电话联系。
- 与潜在客户建立长期关系。
- 确保没有合格的线索被遗漏跟进。
CRM与文档记录
- 保持所有客户互动的准确记录。
- 在CRM系统中更新详细的笔记和沟通历史。
- 跟踪线索在销售漏斗中的进展。
- 确保及时跟进和准确的文档记录。
团队协作
- 与销售和客户服务团队紧密合作,实现公司目标。
- 分享客户反馈和市场洞察以提高绩效。
- 了解行业法规、合规要求和公司产品。
- 为协作、以客户为中心的团队环境做出贡献。
- 要求
- 必备资格条件
- 经验
- 有以下相关经验:
- 销售
- 客户服务
- 呼叫中心
- 面向客户的岗位
- 经验
查看英文原文
Sales Service Representative – Remote
Inbound Sales | Customer Service | Financial Services | CRM | Bilingual (English & Tagalog)
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring a Sales Service Representative to support inbound sales inquiries and deliver exceptional customer service to individuals seeking debt settlement and debt consolidation solutions.
This is a consultative sales role focused primarily on inbound leads, while also conducting follow-up outreach to help prospective clients make informed financial decisions. You’ll build trust, understand each client’s unique situation, and guide them toward the most suitable solution with empathy and professionalism.
If you’re passionate about helping people, enjoy building relationships, and thrive in customer-focused sales environments, this is an excellent opportunity to grow your career.
What You’ll Own
Inbound Sales & Customer Support
- Answer inbound calls from prospective clients interested in debt settlement and debt consolidation services.
- Explain available programs and financial solutions clearly and accurately.
- Understand each client’s financial situation and recommend appropriate options.
- Deliver a professional, empathetic, and consultative customer experience.
- Build trust while guiding clients through important financial decisions.
Lead Follow-Up & Outreach
- Follow up promptly with leads generated through various marketing channels.
- Maintain consistent communication throughout the sales process.
- Conduct outbound follow-up and occasional cold calls when needed.
- Build long-term relationships with prospective clients.
- Ensure no qualified lead is left without follow-up.
CRM & Documentation
- Maintain accurate records of all client interactions.
- Update CRM systems with detailed notes and communication history.
- Track lead progress through the sales pipeline.
- Ensure timely follow-up and accurate documentation.
Team Collaboration
- Work closely with Sales and Customer Service teams to achieve company goals.
- Share client feedback and market insights to improve performance.
- Stay informed about industry regulations, compliance requirements, and company offerings.
- Contribute to a collaborative, customer-focused team environment.
Requirements
Must-Have Qualifications
Experience
- Previous experience in:
- Sales
- Customer Service
- Call Center
- Client-Facing Roles
- Experience within:
- Financial Services
- Debt Settlement
- Debt Consolidation
- Lending
- Related industries is highly preferred.
Core Skills
- Excellent verbal and written communication skills in English and Tagalog.
- Strong interpersonal and relationship-building abilities.
- Professional phone presence and active listening skills.
- Strong organizational and time-management skills.
- Ability to work independently while collaborating effectively with a team.
- Comfortable handling sensitive financial conversations with professionalism and confidentiality.
Technical Skills
- Experience using CRM systems and customer management software.
- Comfortable learning new technologies and communication platforms.
- Reliable internet connection and professional remote workspace.
What Makes You a Strong Fit
- Passionate about helping people overcome financial challenges.
- Empathetic, professional, and confident communicator.
- Comfortable working in fast-paced customer-facing environments.
- Calm and composed during sensitive conversations.
- Highly organized with excellent follow-up habits.
- Detail-oriented and committed to delivering exceptional customer service.
What a Typical Day Looks Like
- Answer inbound inquiries from prospective clients.
- Understand each client’s financial needs and explain available solutions.
- Follow up with interested leads via phone and email.
- Maintain accurate CRM records and sales notes.
- Conduct outbound follow-up when necessary.
- Collaborate with internal teams to ensure a smooth customer experience.
- Track progress toward daily and weekly performance goals.
In short: You help prospective clients confidently navigate their financial options while delivering exceptional service and contributing to sales growth.
Key Metrics for Success (KPIs)
- Lead response and follow-up completion rate
- Inbound lead conversion rate
- Client satisfaction and engagement
- CRM accuracy and documentation quality
- Sales pipeline management
- Quality of customer interactions
- Achievement of individual and team performance goals
Why This Role Stands Out
- Fully remote work environment.
- Competitive base salary with performance-based incentives.
- Comprehensive onboarding and ongoing training.
- Supportive, collaborative team culture.
- Opportunity to make a meaningful impact by helping clients improve their financial well-being.
- Career growth into:
- Senior Sales Representative
- Account Manager
- Sales Team Lead
- Client Success Manager
Interview Process
- Initial Screening Call
- Spark Hire Intro Video (3–5 minutes)
- Final Client Interview
- Offer & Onboarding
What Happens After You Apply
Right after you apply, you’ll receive an email invitation from Spark Hire to record your Intro Video. This short, self-recorded video is the next step that completes your application and can be recorded whenever it’s convenient for you.
Instead of repeating yourself across multiple screening calls, you’ll introduce yourself once, and your video will be shared with the hiring team. This helps the hiring team evaluate your communication style early, making future interviews more meaningful while reducing unnecessary interview rounds.
Don’t overthink it—you can record your video as many times as you’d like before submitting it. Only your final submission will be reviewed.
Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after submitting your application.
Apply Now
If you’re passionate about helping people, enjoy consultative sales, and want to build a rewarding career supporting clients through important financial decisions, we’d love to hear from you. Apply today and become part of a growing, customer-focused team.
Originally posted on Himalayas