Outbound Calling Specialist

Tavor Perry; San Fernando; Remote; PHP 702,000 - 1,316,000; Full time

Job summary

Tavor Perry is seeking an Outbound Calling Specialist to initiate conversations with business owners and schedule calls with our leadership team. You will follow up on earlier outreach, determine openness to confidential discussions, and maintain precise CRM records in a professional, discreet environment.

The ideal candidate communicates clearly in English, demonstrates strong judgment, and can own the process from first contact to follow-up scheduling with minimal supervision.

Qualifications

• Proven outbound calling experience with U.S. business owners or senior decision-makers.
• Excellent spoken English with a professional, mature, conversational phone presence.
• Strong judgment and discretion in confidential conversations.
• Experience setting appointments and managing callbacks and follow-ups.
• Comfortable logging calls, dispositions, and notes accurately in a CRM.
• Quick learner about industry terminology at a working level.
• Reliable internet connection and a quiet, professional calling environment.
• Attentive, dependable, and able to own work end to end.
• Strong verbal and written communication skills.

Responsibilities

• Call business owners from a provided list, referring to prior outreach.
• Introduce our firm professionally and assess openness to confidential discussions.
• Book 20–30 minute calls with our leadership team.
• Schedule and manage callbacks and follow-up dates to capture opportunities.
• Log every call in our CRM with disposition notes.
• Pass substantive questions to leadership without discussing price or terms.
• Maintain strict confidentiality in all conversations.
• Learn key industry terms to hold credible conversations.

Skills

Outbound calling

Professional English

Discretion

Appointment setting

CRM logging

Industry terminology

Independent work

Written communication

Tools

HubSpot

Salesforce

Pipedrive

Calendly

Google Calendar

Job description

Job Summary:

As an investment firm planning to acquire an established, well-run business, we depend on strong first conversations, and a polished Outbound Calling Specialist will start them with business owners. You will follow up on letters and emails we have already sent, find out whether each owner is open to a confidential discussion, and book 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 slips away
• 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, 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 is at ease picking up industry terminology at a working level
• Reliable internet connection and a quiet, professional calling environment
• Attentive, dependable, and comfortable owning your work end to end
• 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:

You will be the first voice many business owners hear from our firm, and your conversations will 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.