Proactively engage and re-engage clients to drive deposits and trading activity. Assist clients with KYC verification and deposits, educate on platform features, maintain CRM records, meet daily outreach goals, and collaborate with internal teams to resolve issues while delivering consultative, customer-first service.
Looking to take your career to the next level? Then this role is for you!
Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!
Profile Requirements:
- Min 2.5 Years of Proven Experience in sales, customer success, account management, client relations, or call center environments preferred.
- Excellent verbal and written English communication skills.
- Must have experience and knowledge in forex trading, financial services, fintech, or trading platforms.
- Strong relationship-building and active listening skills.
- Comfortable making outbound calls and managing follow-up conversations.
- Ability to explain processes clearly and confidently.
- Strong problem-solving skills with a customer-focused mindset.
- Highly organized with excellent time management abilities.
- Comfortable using CRM systems and other communication tools.
- Self-motivated with the ability to work independently while contributing to team goals.
Core responsibilities:
- Follow up with new clients who have registered but have not yet made their initial deposit.
- Contact clients with incomplete or pending KYC (Know Your Customer) verification and assist them through the verification process.
- Engage with clients who have completed verification but have not funded their trading accounts.
- Guide clients through the deposit process while answering questions and addressing concerns.
- Re-engage inactive clients and encourage them to resume trading activity.
- Build trust and maintain strong relationships with both prospective and existing clients.
- Educate clients on platform features, account setup, and available resources.
- Identify client needs and provide appropriate solutions to improve their overall experience.
- Maintain accurate records of all client interactions within the CRM system.
- Meet daily activity goals, including outbound calls, follow-ups, emails, and messages.
- Collaborate with internal teams to resolve client issues quickly and efficiently.
- Stay informed on company products, services, promotions, and industry developments.
- Deliver a professional, consultative, and customer-first experience during every interaction.
Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.
Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!
This is a remote position.
Similar Jobs
Agency • Information Technology • Professional Services • Manufacturing
Make high-volume outbound B2B calls to business owners and decision-makers, qualify leads for small business lending, schedule appointments for advisors, maintain CRM records and follow-up, handle objections, meet outreach and appointment goals, and collaborate with internal sales teams.
Top Skills:
8X8Crm SystemsDialer PlatformsSalesforce
Agency • Information Technology • Professional Services • Manufacturing
Make high-volume outbound calls to business decision-makers, qualify leads, schedule appointments, follow up via phone and email, maintain accurate CRM records, reduce no-shows, handle objections, meet call and appointment targets, and collaborate with sales reps to hand off qualified opportunities while tracking activity metrics.
Agency • Information Technology • Professional Services • Manufacturing
Perform high-volume outbound B2B prospecting (cold calls, LinkedIn) to generate qualified leads for IT and tech services. Manage pipeline and CRM, set appointments, present solutions, meet monthly targets, and provide market feedback to support growth.
Top Skills:
Crm SystemsLinkedInSales Engagement Tools
What you need to know about the Melbourne Tech Scene
Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.
