Outbound Calling Specialist

Tavor Perry; Malaybalay; A distancia; PHP 240.000 - 420.000; Jornada completa

Descripción de la vacante

Tavor Perry is seeking an experienced Outbound Calling Specialist to initiate conversations with U.S. business owners about potential transactions. This remote role requires discretion, strong communication, and the ability to schedule qualified calls with our leadership team.

You will follow up on prior letters and emails, maintain CRM notes, and ensure callbacks and follow-ups are effectively managed in a confidential, professional environment.

Formación

• Proven outbound calling experience with U.S. business owners or senior decision-makers.
• Excellent spoken English with a professional, mature phone presence.
• Strong judgment and discretion in sensitive conversations.
• Experience setting appointments and managing callbacks and follow-ups.
• Comfortable logging calls, dispositions, and notes in a CRM.
• Quick learner who picks up industry terminology.
• Reliable internet connection and a quiet professional environment.
• Observant and productive in a remote role.

Responsabilidades

• Call business owners from a provided list referring to outreach.
• Introduce the firm professionally and assess willingness for confidential discussion.
• Book 20–30 minute calls into leadership calendar for interested owners.
• Schedule and manage callbacks and follow-ups to avoid missed opportunities.
• Log every call with disposition and concise notes in the CRM.
• Escalate substantive questions to leadership without discussing price or terms.
• Maintain tact and confidentiality in all conversations.
• Learn key industry terms to hold credible, natural conversations.

Conocimientos

Outbound calling

English proficiency

Discretion

Appointment setting

CRM logging

Remote work

Listening skills

Communication

Herramientas

HubSpot

Salesforce

Pipedrive

Descripción del empleo

Job Summary:

Before a deal gets done, someone has to pick up the phone and start the conversation, and a polished Outbound Calling Specialist will do that for an investment firm looking to acquire an established, well-run business. You will open conversations with business owners by following up on letters and emails we have already sent, finding out whether each owner is open to a confidential discussion, and booking qualified calls with our leadership team. A mature, articulate phone professional with sound judgment, a natural conversational style, and the discretion to handle sensitive conversations with care is the ideal fit.

Key Responsibilities:

• Call business owners from a provided list, referring to our earlier letter or email outreach
• Introduce our firm professionally and ask whether the owner is open to a confidential conversation about a potential transaction
• Book 20 to 30 minute calls straight into our leadership team's calendar for interested owners
• Schedule and manage callbacks and future follow-up dates so no opportunity is missed
• Log every call in our CRM with an accurate disposition and clear, concise notes
• Pass substantive questions to our leadership team without discussing price, valuation, or deal terms
• Treat every conversation with tact and strict confidentiality
• Learn key industry terms and talking points well enough to hold credible, natural conversations

Mandatory Skills:

• Proven outbound calling experience with U.S. business owners or senior decision-makers
• Excellent spoken English with a professional, mature, and conversational phone presence
• Strong judgment and discretion in sensitive or confidential conversations
• Experience setting appointments and managing callbacks and follow-ups
• Comfortable logging calls, dispositions, and notes accurately in a CRM
• Quick learner who picks up industry terminology at a working level with ease
• Reliable internet connection and a quiet, professional calling environment
• Observant, self-disciplined, and consistently productive in a remote role
• Strong verbal and written communication skills

Preferred Skills:

• Experience in M&A, business brokerage, private equity, or deal sourcing outreach
• Experience calling owners of small and mid-sized businesses
• Familiarity with CRM platforms such as HubSpot, Salesforce, or Pipedrive
• Experience booking meetings through tools such as Calendly or Google Calendar
• Background following up on direct mail or email outreach campaigns
• Exposure to regulated or specialized service industries

Why Join Us:

Become the first voice many business owners hear from our firm, with conversations that directly shape the opportunities our team pursues. We offer a professional, supportive environment, close collaboration with experienced leaders, and real exposure to how business acquisitions come together.