Customer Calling Executive

Zenfi Technologies; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

VouchrIt is seeking a Customer Calling Executive to engage warm prospects in accounting (CAs and firms) and schedule product demos with our sales team. You will own the outbound calling process, build rapport, and surface high-intent leads for conversion.

You will qualify prospects by firm size, transaction volume, and readiness to adopt automation, then hand off qualified leads to the sales team while maintaining accurate CRM records and meeting KPI targets.

Qualifications

• 1–3 years of outbound calling experience in SaaS or financial services.
• Excellent spoken Hindi and English.
• Strong listening and objection-handling skills.

Responsibilities

• Make high-volume outbound calls to trial users and demo inquiry leads.
• Qualify prospects by firm size, volume of transactions, Tally usage, and readiness to adopt automation.
• Clearly articulate value propositions to accountants and handle pricing objections with confidence.
• Log all call activity, outcomes, and follow-up actions in the CRM; maintain daily cadence and weekly KPIs.

Skills

Outbound calling

Bilingual: Hindi & English

Active listening

CRM proficiency

Pipeline management

Tools

CRM software

Job description

Role & responsibilities

As a Customer Calling Executive at VouchrIt, your primary focus is to engage warm prospects accountants, CAs, and accounting firms who have already signed up for a trial or expressed interest in a demo and help schedule demos with our sales team

You will own the outbound calling process, build rapport with accounting professionals, understand their current workflow pain points, and compellingly communicate how VouchrIt can transform the way they work. Qualified leads and paid interests will be handed off to the sales team for demos and conversion.

Outbound Engagement

• Make high-volume outbound calls to trial users and demo inquiry leads on a daily basis
• Re-engage prospects who have shown interest but not yet progressed to a demo or paid plan
• Follow up via WhatsApp to supplement call outreach where needed

Pipeline Development

• Qualify prospects by understanding their firm size, volume of transactions, Tally usage, and readiness to adopt automation
• Book and schedule product demos for the sales team with well-qualified, interested prospects
• Identify and surface high-intent prospects who are ready for direct conversion to a paid plan

Communication & Pitch

• Clearly articulate VouchrIt's value proposition time savings, AI-powered accuracy, GST compliance, and Tally integration in a language accountants understand
• Handle common objections (pricing, tool switching inertia, current workflow comfort) with confidence and empathy
• Tailor the pitch based on prospect type: freelance accountant, CA firm, or SME finance team

CRM & Reporting

• Log all call activity, outcomes, and follow-up actions in the CRM accurately
• Maintain a healthy daily call cadence and meet defined weekly KPIs for calls made, demos set, and qualified leads generated
• Share market feedback and recurring objections with the product and marketing teams

Must-Have

• 1 to 3 years of experience in outbound calling, tele-sales, or inside sales preferably SaaS or financial services
• Excellent spoken communication in Hindi and English; regional language proficiency is a strong advantage
• Strong listening skills ability to quickly understand a prospect's pain and pivot the conversation accordingly
• Comfortable with rejection and persistent in follow-up without being pushy
• Self-motivated, target-oriented, and able to manage a high daily call volume
• Familiarity with CRM tools and disciplined about logging activity

Good to Have

• Prior experience selling to CAs, accountants, or finance professionals
• Basic familiarity with Tally ERP, accounting workflows, or GST filing processes
• Experience with WhatsApp Business, automated outreach sequences, or calling tools
• Understanding of SaaS trial-to-paid conversion funnels