Sales & Client Intake Specialist(CMR Tools) -ZR_29883_JOB

This is a remote position.

• 20 hours a week
  
• Monday - Friday 9 am- 1 pm EST
  

Book 5+ qualified estimates/month for clients through a mix of outbound prospecting, fast inbound response, and disciplined CRM operations. Support marketing operations by posting pre-made content, managing reputation, and ensuring reporting compliance.

Core Responsibilities

1. Lead Handling (Inbound)

• Monitor HubSpot forms & live chat in real time.
  
• Return calls within 10 minutes during business hours.
  
• Qualify leads and book estimates directly on the calendar.
  

2. Outbound Prospecting (Primary Focus)

• Load lead lists and send cold emails daily.
  
• Execute a structured call cadence: 100 attempts over 10 business days.
  
• Nurture prospects and convert them into qualified booked estimates.
  

3. CRM Hygiene & Data Integrity

• Create/merge contacts in HubSpot.
  
• Set lifecycle stages and deal stages consistently.
  
• Tag lead sources (Outbound, Meta, Google, Web).
  
• Log notes and set clear next-step tasks after every interaction.
  

4. Reputation & GBP Management

• Post pre-made content to Google Business Profile 1–2× per week.
  
• Request reviews from clients within 48 hours of “Won” jobs.
  
• Reply to all new reviews professionally and on time.
  

5. Reporting & Analytics

• Update daily KPIs (calls, emails, booked estimates).
  
• Contribute to weekly analytics refresh.
  
• Surface blockers in the Monday Work-in-Progress (WIP) meeting.
  

6. Compliance & Quality

• Follow TCPA / DNC and CAN-SPAM guidelines.
  
• No auto-dialers without prior consent.
  
• SMS outreach only with explicit opt-in.
  
• Protect client and company data.
  

Key Performance Indicators (KPIs)

• 5+ Qualified Estimates booked/month
  
• Speed-to-lead: ≤10 minutes during business hours
  
• Call cadence: ≥100 attempts per new lead in 10 business days
  
• CRM compliance: 100% of calls/emails logged same day + next task set
  
• Review requests: Sent within 48 hours of “Won” jobs + reminder at 5 days
  

Qualifications & Requirements

• Sales or appointment setting experience is a must.
  
• Inbound and Outbound call experience required
  
• Background in real estate or property management is a strong plus.
  
• Excellent spoken English (clear voice, near-native fluency required).
  
• Strong phone presence with sales confidence.
  
• HubSpot CRM experience preferred.
  
• Disciplined note-taking and attention to detail.
  
• Reliable internet connection and quiet work environment.
  
• Familiarity with Microsoft Office Suite (Excel, Outlook, Teams).
  
• (Preferred) Knowledge of Digital Marketing, SEO, and WordPress CMS.
  

Definition of a Qualified Lead

Counts toward KPI only if the lead meets all criteria:

• Homeowner/property manager in approved service areas.
  
• Meets minimum job size ($1.5k+ repairs | $8.5k+ projects).
  
• Ready to schedule an estimate within 7 days.
  
• Valid phone number and email.
  
• Not a duplicate lead within the past 60 days.
  

Independent Contractor Perks

• Incentives
  
• HMO Coverage for eligible locations
  
• Permanent work-from-home
  
• Immediate hiring