Inbound Sales & Scheduling Specialist

OPTIMAL; Cebu City; On-site; PHP 240,000 - 400,000; Full time

Job summary

OPTIMAL in Cebu City, Philippines, is seeking a proactive Sales Representative to respond to inbound customer interest, schedule site inspections, and move qualified leads toward booked work. You will coordinate between customers, the estimator, and senior leadership to keep the process smooth and timely.

The role emphasizes strong English communication, disciplined lead management, and careful record-keeping across CRM and Google Workspace.

Qualifications

• At least three years of relevant sales or customer-facing experience, preferably handling inbound leads, scheduling, or service-based sales.
• Strong spoken and written English, with the ability to communicate professionally with customers, estimators, and management.
• Demonstrated ability to manage multiple leads and follow-ups independently and prioritize competing deadlines.
• Strong organizational, problem-solving, and persuasion skills. Comfort answering a high volume of inbound calls and inquiries, with a friendly and confident phone manner.
• Proficiency with standard business software, CRM or lead-tracking tools, and digital communication platforms such as Google Workspace and similar cloud-based systems.
• Familiarity with scheduling appointments and coordinating between customers and field staff.
• A proactive mindset, with the ability to identify issues, recommend solutions, and follow through without requiring close day-to-day supervision.

Responsibilities

• Respond promptly to warm inbound leads from marketing channels such as the company website, referrals, Yelp, Thumbtack, and similar platforms.
• Answer incoming calls and inquiries, gather key project details, and assess whether the lead is a fit for the company's services.
• Maintain clear, professional communication with prospective customers from first contact through to close.
• Schedule an inspector to visit the customer's site and gather the job information needed for an estimate.
• Coordinate schedules between customers and the inspector, confirming appointments and communicating any changes.
• Provide the estimator with accurate lead information and customer details before each visit.
• Keep the sales role separate from estimating, so that estimating work is not delayed by sales tasks.
• Maintain clear communication with the estimator on the status and timing of each estimate.
• Follow up with customers after the estimator completes the estimate, answering questions and addressing concerns.
• Track each prospect's status and next follow-up date to make sure no opportunity is left outstanding.
• Support customers in moving from estimate to a decision, and coordinate next steps once a customer accepts.
• Escalate pricing questions, negotiations, or complex matters to management when appropriate.
• Record the outcome of each lead, including reasons for lost opportunities, to support future improvement.
• Maintain accurate records of all leads, estimates, follow-ups, and outcomes in the company's designated systems.
• Monitor lead response times, follow-up deadlines, and conversion from inquiry to estimate to booked job.
• Provide management with regular updates on pipeline activity, lead sources, and sales results.
• Identify which marketing channels produce the strongest leads and share those insights with leadership.

Skills

Inbound leads

English communication

Lead prioritization

CRM proficiency

Phone communication

Tools

CRM software

Google Workspace

Job description

OPTIMAL in Cebu City, Philippines, is seeking a proactive Sales Representative to respond to inbound customer interest, schedule site inspections, and move qualified leads toward booked work. You will coordinate between customers, the estimator, and senior leadership to keep the process smooth and timely.

The role emphasizes strong English communication, disciplined lead management, and careful record-keeping across CRM and Google Workspace.