This is a remote position.
Our client is looking for aReceptionistto support their business financing operations by managing incoming communications, assisting potential customers, and ensuring every caller receives a professional and efficient experience. They are a financial services company that helps businesses access funding solutions and have continued to expand their operations by building strong relationships with entrepreneurs and business owners.
This role is ideal for a proactive and highly communicative professional who enjoys interacting with people, organizing information, and being the first point of contact for customers. The ideal candidate will be comfortable handling conversations with a wide range of callers, from small business owners to executive-level professionals, while maintaining a helpful and solutions-oriented approach.
Responsibilities
- Answer and manage incoming phone calls, ensuring potential customer opportunities are properly handled and routed.
- Identify caller needs by asking a consistent set of qualification questions and accurately completing intake forms.
- Connect prospects and customers with the appropriate team members whenever possible.
- Schedule appointments directly on team members’ calendars when immediate transfers are not available.
- Handle general reception responsibilities, including managing vendor and business-related calls.
- Support administrative activities during lower call volumes, including following up on requested information by phone.
- Maintain accurate records, tracking, and reporting related to call activity and administrative tasks.
- Use internal systems to organize information and support smooth communication across the team.
- Take initiative to identify improvements and suggest ways to make processes more efficient.
Requirements
- Advanced English proficiency, both spoken and written.
- Strong communication skills with the ability to build rapport quickly over the phone.
- Excellent interpersonal skills and confidence speaking with business owners and professionals.
- Ability to manage multiple conversations, tasks, and priorities in a fast-paced environment.
- Comfortable following structured processes while maintaining a personalized customer experience.
- Strong attention to detail when collecting and entering customer information.
- Proactive mindset with the ability to complete tasks independently and look for additional ways to contribute.
- Solid technical skills and comfort learning new software platforms.
Qualifications
- Previous experience in receptionist, customer service, administrative support, call center, appointment setting, or similar client-facing roles.
- Experience handling inbound calls and gathering customer information.
- Experience using Microsoft Office tools, especially Microsoft Teams.
- Familiarity with CRM platforms is preferred, particularly Microsoft Dynamics CRM.
- Ability to communicate professionally with both customers and internal teams.
- Strong organizational skills and follow-through.
BenefitsFull-time position.100% remote opportunity.Opportunity to work with an international team supporting business growth.Professional environment with opportunities to develop communication, customer service, and administrative skills.
