Phone Outreach Representative

About the Role

This is a fully remote, work from home position based in Wisconsin, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Key Responsibilities

• Receive assigned outreach tasks and review contact details before initiating outreach.
• Place outbound calls using approved talking points to introduce services and identify interest.
• Verify contact names, preferred phone numbers, availability, and relevant conversation details.
• Answer routine questions and clarify the purpose of a meeting.
• Coordinate introductory meeting times using a scheduling and calendar system, confirming details with contacts and internal participants.
• Enter outreach attempts, call outcomes, meeting details, and conversation notes in a CRM.
• Send clear follow-up messages after calls when appropriate.
• Follow up on unanswered calls, requested callbacks, and pending meeting confirmations.
• Escalate unclear service questions, sensitive contact concerns, or requests beyond approved information to the business development team lead.
• Maintain organized task status from initial contact through meeting confirmation or final disposition.

Requirements & Tech Stack

• Dialpad (contact-center phone system)
• SugarCRM (CRM)
• Microsoft Bookings (scheduling and calendar system)

Qualifications

• High school diploma or equivalent.
• Familiarity with respectful outbound phone conversations.
• Ability to explain approved service information clearly.
• Ability to use a contact-center phone system, a CRM, and a scheduling and calendar system.
• Strong listening skills.
• Professional speaking style.
• Ability to write concise notes and follow-up messages.
• Ability to maintain accurate contact histories.
• Ability to manage assigned outreach priorities.
• Ability to follow established conversation guidance.
• Reliable computer, high-speed internet, and a quiet private workspace.
• Authorization to work in the United States.

Related experience in phone outreach, contact coordination, or service conversations is preferred.

Ability to recognize interest, ask relevant introductory questions, and guide contacts toward an appropriate next step without closing sales is preferred.