Sales & Client Intake Specialist(CMR Tools) -ZR_29883_JOB

This is a remote position.

Schedule:

• 20 hours a week

Monday - Friday 9 am- 1 pm EST

Mission

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

ZR_29883_JOB ​