TM
Sales Consultant I, Outbound COE
Tailored Management
- 🇺🇸 United States
- Remote
- 19 hours ago
- $21.83 – $28.36 / hour
- Salesforce CRM
- Outlook
- Excel
- CRM
19 hours ago
Location: 100% Remote (U.S. residents only)
Pay: $21-$28/hour (depending on experience) | Weekly Pay
Contract:3-month W2 contract starting
Summary:
The Outbound Sales Consultant's primary responsibility is to conduct proactive outbound calling to existing clients to strengthen client relationships and support the Sales team. This role will focus onupdating and maintaining accurate client information, scheduling relationship review appointments with Sales team members, and providing clients with information regarding the annual conference and other relevant programs or events.
The ideal candidate is comfortable making a high volume of outbound calls, engaging professionally with clients, maintaining accurate records inSalesforce CRM, and usingMicrosoft Office Suite to support daily activities.
Key Responsibilities:
- Conduct proactiveoutbound calls to existing clients to verify and update client contact, company, and relationship information.
- Schedulerelationship review appointments between clients and assigned Sales team members.
- Provide clients with information regarding theannual conference, including awareness of the event and relevant participation information.
- Accurately document client interactions, updated information, call outcomes, and scheduled appointments inSalesforce CRM.
- Maintain and manage assigned client outreach lists, ensuring timely and consistent follow-up.
- Build rapport with clients through professional, consultative conversations and identify opportunities for additional Sales team follow-up.
- UtilizeSalesforce CRM and Microsoft Office Suite, including Outlook, Excel, Word, and Teams, to manage outreach, track activities, communicate internally, and maintain accurate records.
- Effectively prioritize daily calling activity and assigned outreach campaigns to meet productivity, appointment-setting, data-quality, and client-engagement goals.
- Partner closely with Sales team members to ensure appointments and client information are accurately communicated and documented.
Basic Qualifications:
- High school diploma or GED.
- Basic computer proficiency and ability to learn CRM and business applications.
- Strong verbal communication and telephone skills.
- Ability to communicate professionally and confidently with existing clients.
- Strong organizational skills and attention to detail.
- Ability to manage a consistent volume of outbound client calls and follow-up activities.
Preferred Qualifications:
- 1+ year of outbound calling, appointment setting, inside sales, call center, or customer service experience.
- Experience usingSalesforce CRM.
- Proficiency withMicrosoft Office Suite, including Outlook, Excel, Word, and Teams.
- Experience maintaining and updating client or account information within a CRM.
- Experience scheduling appointments or coordinating meetings for Sales professionals.
- Previous experience in a client-facing financial services, payments, technology, or business services environment.
At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:
- Medical Coverage– HDHP, PPO, and Surest plan options
- Minimum Essential Coverage (MEC)
- Dental Insurance
- Vision Insurance
- Short-Term Disability (STD)
- Long-Term Disability (LTD)
- Life & AD&D Insurance
- Critical Illness Insurance
- Accident Insurance
- Employee Assistance Program (EAP)
Sales Consultant I, Outbound COE · Tailored Management