Lead Qualification Specialist – Inbound Enquiry Screening

Progressive Technology; Manila; On-site; PHP 250,000 - 420,000; Full time

Job summary

Progressive Technology is seeking a motivated Lead Qualification Specialist - Inbound Enquiry Screening to manage incoming inquiries, assess needs, and determine qualification against criteria. You will be the first touchpoint across calls, emails, forms, live chat, and other channels.

The role emphasizes accurate information capture, efficient handoffs to the sales team, and collaboration with CRM tools to improve lead quality and conversion.

Qualifications

• Strong communication skills (verbal and written) and the ability to gather information effectively.
• Ability to identify customer needs and determine if an enquiry represents a genuine business opportunity.
• Proficiency with CRM data entry, spreadsheets, forms, and data-entry systems.

Responsibilities

• Respond promptly and professionally to incoming enquiries across channels.
• Transfer qualified leads to sales and provide clear summaries of customer requirements.
• Enter and update lead details accurately in the CRM and maintain records.
• Support improvements to enquiry handling, qualification scripts, and lead management processes.

Skills

Verbal & written comms

Active listening

Qualification assessment

CRM data entry

Organizational skills

Time management

Independent collaboration

Education

High school diploma or equivalent

Tools

HubSpot

Salesforce

Zoho CRM

Excel

Job description

1. Job Summary

Progressive Technology is seeking a motivated, detail-oriented, and customer-focused Lead Qualification Specialist - Inbound Enquiry Screening to join its growing team. This role is responsible for managing incoming enquiries, identifying potential customers, assessing their needs, and determining whether they meet the companys lead qualification criteria. The successful candidate will play an important role in helping the sales team focus on high-potential prospects and improve the overall customer acquisition process.

As a Lead Qualification Specialist, you will serve as one of the first points of contact for prospective customers who express interest in the companys products or services. You will communicate professionally through phone calls, emails, website enquiry forms, live chat, and other approved communication channels. By asking relevant questions, understanding customer requirements, and recording accurate information, you will help transform initial enquiries into qualified sales opportunities.

This position is suitable for individuals who enjoy communicating with people, identifying business opportunities, organizing information, and supporting sales operations. Candidates with previous experience in customer service, telemarketing, lead generation, sales support, or administrative coordination may find this role particularly relevant. Depending on the hiring requirements, entry-level candidates with strong communication skills and a willingness to learn may also be considered.

2. Key Responsibilities

Inbound Enquiry Management

• Respond promptly and professionally to incoming enquiries from prospective customers across designated communication channels.
• Review enquiries received through websites, online forms, telephone calls, emails, social media, and other approved sources.
• Understand the purpose of each enquiry and provide accurate initial information based on company guidelines.
• Maintain a courteous, helpful, and professional communication style throughout every interaction.
• Ensure enquiries are acknowledged and handled within established response-time standards.

Lead Qualification and Screening

• Assess incoming leads to determine their suitability based on defined business criteria, customer needs, budget, urgency, location, decision-making authority, and potential fit.
• Ask structured questions to understand the prospects requirements, challenges, expectations, and interest in the companys offerings.
• Identify high-priority leads that demonstrate strong purchase intent or immediate business potential.
• Distinguish between qualified prospects, general information requests, duplicate enquiries, and enquiries that do not meet qualification standards.
• Apply consistent qualification procedures and document the reasons behind lead classifications.
• Identify opportunities for further engagement and recommend appropriate next steps.

Sales Team Coordination

• Transfer qualified leads to the appropriate sales representatives or business development team members.
• Provide clear summaries of customer requirements, previous conversations, concerns, and expected follow-up actions.
• Schedule appointments, product demonstrations, consultations, or follow-up calls when required.
• Notify the relevant team members about urgent enquiries and high-potential opportunities.
• Coordinate with sales and marketing teams to improve lead quality and follow-up efficiency.
• Follow up on pending enquiries when necessary to collect missing information or confirm continued interest.

CRM and Data Management

• Enter and update lead details accurately in the companys customer relationship management (CRM) system or designated database.
• Maintain complete records of contact information, enquiry sources, qualification status, communication history, and next steps.
• Check for duplicate records and correct incomplete or inconsistent information.
• Update lead statuses according to the companys sales workflow.
• Prepare basic reports on enquiry volume, qualification rates, response times, and lead conversion progress.
• Maintain the confidentiality and security of customer information in accordance with company policies.

Customer Experience and Process Improvement

• Deliver a positive first impression of Progressive Technology through professional and responsive communication.
• Listen carefully to customer concerns and direct enquiries to the appropriate department when necessary.
• Identify recurring customer questions and share feedback with relevant internal teams.
• Support improvements to enquiry handling procedures, qualification scripts, and lead management practices.
• Meet established performance targets while maintaining high standards of accuracy and customer service.

3. Required Skills and Qualifications

• A high school diploma or equivalent qualification is required; a diploma or bachelors degree in business administration, marketing, commerce, communications, or a related field may be preferred.
• Strong verbal and written communication skills.
• Good listening, questioning, and information-gathering abilities.
• Ability to identify customer needs and assess whether an enquiry represents a genuine business opportunity.
• Basic computer skills and familiarity with email, spreadsheets, online forms, and data-entry systems.
• Ability to organize information and maintain accurate records.
• Strong interpersonal skills and a professional telephone or online communication manner.
• Good time-management skills and the ability to prioritize enquiries according to urgency and business importance.
• Attention to detail when reviewing customer information and updating records.
• Willingness to learn company products, services, qualification procedures, and CRM tools.
• Ability to work independently while collaborating effectively with sales and customer service teams.
• A customer-oriented mindset and a commitment to handling enquiries respectfully and responsibly.

4. Experience

• Previous experience in lead qualification, inbound sales, customer service, telemarketing, appointment setting, sales administration, or business development support is advantageous.
• Candidates with approximately 0–2 years of relevant experience may be considered, depending on the positions requirements. Freshers with strong communication skills, basic computer knowledge, a positive attitude, and an interest in sales operations are encouraged to apply if entry-level applicants are accepted.
• Experience with CRM platforms such as HubSpot, Salesforce, Zoho CRM, or similar systems is beneficial but may not be essential for candidates who can demonstrate a willingness to learn.
• The ideal candidate will be comfortable communicating with prospective customers, asking appropriate screening questions, recording information accurately, and following a structured lead management process.

5. Working Hours

Working hours will depend on the companys operational requirements, customer locations, and the employment arrangement offered.

Employment type: Full-time or part-time, depending on the available vacancy.

Work arrangement: On-site, hybrid, or remote, subject to the specific position offered.

Typical schedule: Standard business hours or an assigned shift.

Weekly schedule: As defined in the employment agreement.

Flexibility: Some positions may require availability during peak enquiry periods or to accommodate customers in different time zones.

Breaks and leave: Provided in accordance with company policy and applicable employment regulations.

Candidates should confirm the actual schedule, employment type, location, and remote-work eligibility with the authorized recruitment team before accepting an offer.

6. Knowledge, Skills, and Abilities

Lead Qualification Knowledge

• Understanding of the lead qualification process and its role in supporting sales performance.
• Ability to recognize indicators of customer interest, readiness to purchase, and potential suitability.
• Familiarity with basic sales funnel concepts, lead prioritization, and prospect follow-up procedures.
• Ability to apply qualification criteria consistently without making unsupported assumptions about prospects.

Communication and Relationship Building

• Ability to establish rapport with prospective customers during initial conversations.
• Skill in asking open-ended and targeted questions to understand customer requirements.
• Ability to explain information clearly and professionally.
• Confidence in handling routine objections, clarifying questions, and requests for additional information.
• Ability to maintain a helpful and respectful tone across phone, email, and online communication channels.

Technical and Administrative Skills

• Proficiency in basic computer operations, email communication, and spreadsheet applications.
• Ability to learn CRM software, lead tracking systems, and internal communication tools.
• Accurate data-entry and documentation skills.
• Ability to prepare simple reports and maintain organized digital records.
• Awareness of customer data confidentiality and responsible information handling.

Problem-Solving and Organization

• Ability to distinguish urgent enquiries from routine requests.
• Good judgment when determining whether an enquiry meets established qualification standards.
• Ability to manage multiple enquiries without compromising accuracy.
• A proactive approach to resolving incomplete information and coordinating next steps.
• Adaptability when working with changing priorities, new systems, or updated qualification procedures.

Professional Attributes

• Reliability, accountability, and a strong work ethic.
• Willingness to receive feedback and participate in training.
• A collaborative approach to working with sales, marketing, and customer support teams.
• Professional conduct and respect for customer privacy.
• Commitment to achieving performance goals ethically and consistently.

7. Benefits

• Competitive compensation based on the role, relevant experience, and responsibilities.
• Structured onboarding and job-specific training.
• Opportunities to develop communication, customer engagement, and sales qualification skills.
• Performance-based incentives where offered under an established compensation plan.
• Opportunities for career development and internal advancement.
• Exposure to CRM systems, sales processes, lead management, and business operations.
• Supportive teamwork and collaboration with sales and customer service professionals.
• Flexible working arrangements where the specific vacancy permits them.
• Paid leave and other applicable employment benefits in accordance with company policy and local regulations.
• Opportunities to develop transferable skills that can support long-term career growth.
• All compensation, incentives, leave entitlements, and additional benefits should be confirmed through the official job offer or authorized recruitment representative.

8. Why Join Progressive Technology?

Joining Progressive Technology as a Lead Qualification Specialist offers an opportunity to contribute directly to the early stages of the customer acquisition process. The role provides practical experience in understanding customer requirements, identifying suitable prospects, and helping sales teams use their time and resources more effectively.

You will have the opportunity to strengthen your professional communication skills, learn structured qualification methods, and gain experience with modern customer relationship management tools. Your work will help ensure that prospective customers receive timely responses and that qualified opportunities are passed to the appropriate team members.

This position may also provide a foundation for future career opportunities in sales development, business development, customer success, account management, marketing operations, or sales team coordination, depending on performance, business needs, and available vacancies.

Progressive Technology welcomes candidates who demonstrate professionalism, curiosity, attention to detail, and a genuine interest in understanding customer needs. If you enjoy communicating with people, organizing information, and contributing to business growth, this role may be a suitable next step in your career.