Remote receptionist responsible for managing incoming calls, qualifying prospects, completing intake forms, routing callers, scheduling appointments, and maintaining accurate call records. The role also provides administrative support, follows up on information requests, uses internal systems, and identifies process improvements. Strong communication, organization, attention to detail, multitasking, and professional phone skills are required. Prior receptionist, customer service, administrative, call center, or appointment-setting experience is beneficial.
This is a remote position.
Our client is looking for a Receptionist to 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.
- 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.
- 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.
Benefits
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