B2B Telemarketing Representative

Rooted Talents; Philippines; Remote; PHP 1,033,000 - 1,722,000; Full time

Job summary

Rooted Talents, a U.S.-based financial services company, is seeking a B2B Telemarketing Representative for remote work from the Philippines. The role focuses on outbound calls to business prospects, identifying decision-makers, and setting qualified appointments for the sales team.

The ideal candidate has prior experience calling U.S. businesses, speaking with decision-makers, and maintaining CRM data in Salesforce or similar platforms.

Qualifications

• Experience in outbound B2B calling and setting appointments for sales teams.
• Strong spoken and written English with professional phone presence.
• Comfortable contacting business owners and executives and navigating gatekeepers.
• Experience working with US-based companies or US business hours, and CRM documentation.

Responsibilities

• Make outbound B2B calls to target prospects and lead lists.
• Identify decision-makers such as owners, controllers, and managers.
• Introduce payment processing and accounts receivable solutions.
• Ask discovery questions to understand needs and fit.
• Qualify prospects and schedule appointments for the sales team.
• Follow up via calls and email as needed.
• Maintain notes, dispositions, and follow-ups in the CRM.

Skills

B2B outbound calling

Appointment setting

CRM experience

English proficiency

Professional phone presence

Remote independent worker

US market experience

Tools

Salesforce

CRM systems

Job description

B2B Telemarketing Representative

Company : Rooted Talents

Job Type : Full Time Remote / Work from Home

Compensation: Remote : Philippines-Based Independent Contractor

Schedule: Full Time, Monday to Friday, 8:30 AM to 5:30 PM Eastern Time

About the Company

We are a U.S.-based financial services company that provides payment processing and accounts receivable solutions to businesses nationwide. The company serves industries such as automotive dealerships, building materials, furniture, auto aftermarket, and other B2B sectors.

Role Summary

We are seeking a B2B Telemarketing Representative who will be responsible for making outbound calls to business prospects, identifying decision-makers, introducing our company’s products and services, qualifying interest, and setting appointments for the sales team.

This is not a general customer service role. This role requires someone who is comfortable with outbound calling, business-to-business conversations, gatekeepers, follow-ups, CRM documentation, and working toward daily activity goals. The ideal candidate has prior experience calling U.S. businesses, speaking with decision-makers, and setting appointments for sales teams.

Key Responsibilities

• Make outbound B2B calls to assigned prospects and lead lists.
• Contact business owners, controllers, credit managers, dealership personnel, and other decision-makers.
• Introduce the company’s payment processing and accounts receivable solutions.
• Ask discovery questions to understand the prospect’s current process, needs, and potential fit.
• Qualify prospects and schedule appointments for the company’s sales team.
• Follow up with prospects through calls and email when needed.
• Maintain accurate notes, call dispositions, lead statuses, and follow-up tasks in Salesforce or the company’s designated CRM.
• Work through gatekeepers professionally to reach the correct decision-maker.
• Participate in training, coaching, call reviews, and Microsoft Teams meetings.
• Meet daily and weekly activity expectations, including call volume, attendance, punctuality, appointment quality and CRM documentation.
• Follow all confidentiality, data-handling, and information security requirements.

Required Qualifications

• Prior B2B outbound calling or telemarketing experience.
• Experience setting appointments for a sales team.
• Strong spoken and written English.
• Professional phone presence.
• Comfortable speaking with business owners, executives, controllers, credit managers, dealership personnel, and other business contacts.
• Experience working with U.S.-based companies or U.S. business hours.
• Comfortable handling gatekeepers and repeated follow-ups.
• CRM experience, preferably Salesforce or similar platforms.
• Ability to work independently in a remote environment.
• Strong organization, time management, and follow-up skills.
• Reliable internet connection suitable for VOIP, Microsoft Teams, and CRM usage.
• Quiet, professional workspace free from background noise.
• Availability to work Monday to Friday, 8:30 AM to 5:30 PM Eastern Time.

Preferred Qualifications

• Experience with Salesforce.
• Experience using VOIP, softphone, dialer, or call recording tools.
• Experience in financial services, payment processing, merchant services, accounts receivable, B2B services, SaaS, or similar industries.
• Experience calling automotive dealerships, furniture businesses, building materials companies, or other B2B industries.
• Experience working with lead lists, campaigns, follow-up tasks, and CRM pipelines.
• Backup internet or contingency plan for temporary power or internet interruptions.

Target Performance Expectations

• Approximately 120 outbound calls per day during active calling periods.
• Consistent weekly call activity.
• Qualified appointments accepted by the sales team.
• Strong appointment show rate.
• Accurate Salesforce documentation.
• Reliable attendance and punctuality.
• Coachability during training and call reviews.

Training and Evaluation

UTA will provide product, industry, systems, process, and call training. The initial plan is to select 4 candidates for training and evaluate performance during the first 2 weeks.

Evaluation may include

• Attendance and punctuality
• Call activity
• Communication skills
• Appointment quality
• Salesforce documentation
• Coachability
• Ability to follow scripts and processes
• Overall fit with the team and role expectations

After the initial training/evaluation period, UTA will select the strongest candidates to continue long-term.

Ideal Candidate Profile

The ideal candidate is not just someone who can make calls. UTA needs someone who understands B2B outreach, can speak professionally with decision-makers, stays organized in Salesforce, follows up consistently, and remains motivated in a high-volume outbound environment.

This person should be persistent, professional, coachable, dependable, and comfortable being measured on activity, appointment quality, attendance, and documentation.