潜在客户开发专员
Lead Generation Specialist
这是一个居家办公岗位。职位概述
作为外呼礼宾专员，您将在帮助消费者找到值得信赖的服务提供商的同时，创造推动成功结果的积极体验。您在连接、筛选和引导消费者方面的能力将直接促进消费者和服务提供商的成功。
职位概览
外呼礼宾专员负责主动联系通过在线获客渠道（包括Forbes Advisor、Expertise.com、联盟合作伙伴和其他数字平台）提交服务咨询的消费者。该职位是消费者旅程中的首个接触点，在咨询提交后迅速与潜在客户互动，核实其需求、评估资格，并将其与最合适的的服务提供商对接。
理想的候选人应以客户为中心，高度响应，能够熟练进行大量外呼电话，同时提供专业、礼宾级别的体验。此职位的成功衡量标准包括接触速度、筛选准确性、成功转接服务提供商、客户满意度以及遵守质量标准。
关键职责
· 外呼消费者 outreach
- 及时对外呼消费者进行电话联系/尽快联系新线索，以最大化参与和转化机会。
- 在初次对话中建立信任并建立良好的关系。
- 提供专业、顾问式且以客户为中心的体验。
- 管理多个外呼线索，同时保持质量和生产力标准。
- 线索筛选
- 核实消费者联系方式和服务需求。
- 确认消费者接受帮助的意愿和兴趣。
- 完成所有必要的线索筛选问题（LQQs）。
- 根据活动和服务商指南确定符合和不符合条件的标准。
- 收集准确信息以确定消费者的资格和服务提供商的匹配度。
- 客户体验与合规
- 提供富有同理心、专业且以解决方案为导向的服务。
- 有效处理异议和消费者关切。
- 遵守活动要求和筛选标准。
- 遵循既定的脚本、工作流程和质量指南。
- 确保所有线索类型和咨询得到一致处理。
- 所需技能与资格
- 有外呼相关经验
查看英文原文
This is a work from home position.Job Summary
As an Outbound Concierge Specialist, you will play a vital role in helping consumers find trusted service providers while creating positive experiences that drive successful outcomes. Your ability to connect, qualify, and guide consumers through the process will directly contribute to the success of both consumers and service providers.
Role Overview
The Outbound Concierge Specialist is responsible for proactively contacting consumers who have submitted service inquiries through online lead-generation channels, including Forbes Advisor, Expertise.com, affiliate partners, and other digital platforms. This role serves as the first human touchpoint in the consumer journey, engaging prospects quickly after inquiry submission to verify their needs, assess eligibility, and connect them with the most appropriate service providers.
The ideal candidate is customer-focused, highly responsive, and comfortable making a high volume of outbound calls while delivering a professional, concierge-level experience. Success in this role is measured by speed-to-contact, qualification accuracy, successful provider transfers, customer satisfaction, and adherence to quality standards.
KEY RESPONSIBILITIES
· Outbound Consumer Outreach
- Make timely outbound calls to consumers / contact new leads as quickly as possible to maximize engagement and conversion opportunities.
- Build trust and establish rapport during initial conversations.
- Deliver a professional, consultative, and customer-focused experience.
- Manage multiple outbound leads while maintaining quality and productivity standards.
- Lead Qualification
- Verify consumer contact information and service requirements.
- Confirm consumer intent and interest in receiving assistance.
- Complete all required Lead Qualification Questions (LQQs).
- Identify qualifying and disqualifying criteria based on campaign and provider guidelines.
- Gather accurate information to determine consumer eligibility and service provider fit.
- Customer Experience & Compliance
- Provide empathetic, professional, and solution-oriented service.
- Handle objections and consumer concerns effectively.
- Maintain compliance with campaign requirements and qualification standards.
- Follow established scripts, workflows, and quality guidelines.
- Ensure consistent handling of all lead types and inquiries.
Required Skills & Qualifications
- Previous experience in outbound calling, tele sales, lead qualification, customer service, call center operations, or appointment setting.
- Has at least 1-year experience in Sales or as a Sales Development Representative.
- Strong verbal communication and active listening skills.
- Ability to build rapport quickly and engage consumers over the phone.
- Confidence handling objections and guiding conversations.
- Strong attention to detail and documentation accuracy.
- Ability to manage a high volume of outbound calls while maintaining quality standards.
- Excellent organizational and time-management skills.
- Strong problem-solving and decision-making abilities.
Technical Skills
- Experience using CRM systems, preferably Salesforce.
- Proficiency with Microsoft Office and web-based applications.
- Comfortable navigating multiple systems while speaking with consumers.
Preferred Qualifications
- Experience working with web-generated leads.
- Background in lead qualification, customer acquisition, or provider matching environments.
WHO WE ARE
At Expertise, we strive to support the best providers in their efforts to serve their local communities. We stand behind every recommendation and we celebrate every happy customer. With over 400,000 providers across more than 200 different industries, we dive deep into figuring out what makes each provider the best in their area of expertise and how to help the reader find the right professional for them. We’re a small and mighty team recently acquired by Marketplace Inc. (ForbesAdvisor). Since 2016 we have built a website that services over 9 million annual visitors and connects them with thousands of local professionals.
Originally posted on Himalayas