Lead Qualification and Appointment Setting Specialist

Excent One Inc.; Makati; On-site; PHP 300,000 - 420,000; Full time

Job summary

Excent One Inc. in Makati is seeking a results-driven Business Development Support specialist to engage prospective clients, qualify leads, and coordinate appointments for the Sales Team. You will help grow the pipeline by identifying opportunities and maintaining accurate records.

The ideal candidate holds a bachelor's degree in business or a related field and has at least 1 year of relevant experience. Proficiency with CRM systems, Microsoft Office, and Google Workspace is required.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Communications, or related field.
• At least 1 year of experience in lead qualification, appointment setting, sales support, telemarketing, customer engagement, or a similar role.
• Experience using CRM systems and customer databases.
• Experience in B2B, technology, SaaS, HRIS, or professional services environments is an advantage.
• Understanding of lead qualification and customer engagement processes.

Responsibilities

• Identify, validate, and qualify prospective clients based on established business criteria.
• Conduct outreach through phone, email, and other communication channels to gather relevant prospect information.
• Schedule meetings, consultations, product demonstrations, and presentations for the Sales Team.
• Maintain accurate and up-to-date lead and customer records in the CRM system.
• Conduct timely follow-ups with prospects and support lead nurturing activities.
• Respond to inquiries and provide basic information about the company's products and services.
• Collaborate with Sales and Marketing teams to support lead management and business development initiatives.
• Participate in trade shows, expos, marketing events, and other customer engagement activities.
• Assist in conducting product demonstrations and presentations as required.

Skills

Verbal communication

Written communication

Interpersonal skills

Active listening

Questioning skills

Organizational skills

Time management

CRM proficiency

Microsoft Office

Google Workspace

Presentation skills

Education

Bachelor's degree in Business Administration, Marketing, Communications, or related field

Tools

CRM systems

Microsoft Office

Google Workspace

Job description

About the role

You will be responsible for engaging prospective clients, qualifying leads, maintaining accurate customer records, and coordinating appointments for our Sales Team. In this role, you will support our growing business development efforts by identifying sales opportunities and building relationships with prospective clients.

Key responsibilities

• Identify, validate, and qualify prospective clients based on established business criteria
• Conduct outreach through phone, email, and other communication channels to gather relevant prospect information
• Schedule meetings, consultations, product demonstrations, and presentations for the Sales Team
• Maintain accurate and up-to-date lead and customer records in the CRM system
• Conduct timely follow-ups with prospects and support lead nurturing activities
• Respond to inquiries and provide basic information about the company's products and services
• Collaborate with Sales and Marketing teams to support lead management and business development initiatives
• Participate in trade shows, expos, marketing events, and other customer engagement activities
• Assist in conducting product demonstrations and presentations as required

About you

• Bachelor's Degree in Business Administration, Marketing, Communications, or a related field
• At least 1 year of experience in lead qualification, appointment setting, sales support, telemarketing, customer engagement, or a similar role
• Experience using CRM systems and customer databases
• Experience in B2B, technology, SaaS, HRIS, or professional services environments is an advantage
• Understanding of lead qualification and customer engagement processes
• Excellent verbal and written communication skillsb
• Strong interpersonal and relationship-building abilities
• Active listening and effective questioning skills
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities and follow established processes
• Proficiency in CRM systems, Microsoft Office, and Google Workspace tools
• Comfortable engaging with clients and conducting presentations or product demonstrations