Company Overview
LevelUp is a specialist agency that provides outsourcing solutions to agencies, software vendors, and website owners. For over seven years, we have successfully collaborated with a variety of companies, providing valuable technical, operational, and back-office support. We have a large team of skilled and passionate professionals who are committed to delivering high-quality work for our clients.
Position Overview
LevelUp is seeking a dynamic, results-oriented, and highly motivated Inside Sales Representative (ISR) to join our clients’ newly established sales functions. In this role, you will act as a key extension of our clients’ global commercial teams, responsible for driving revenue growth by engaging directly with existing accounting and audit firms within their installed base.
Role Details
- Work Setup: Fully remote position with a standard 40-hour fixed-schedule work week.
- Schedule: Requires flexibility to cover fixed, rostered night/mid-afternoon shifts across North American and European business hours, including Philippine holidays.
Reference: 2641-141224
Responsibilities
- Respond to high volumes of inbound chats and emails from existing clients utilizing free credits or trial periods. Take incoming phone calls when customers request direct conversations.
- Guide customers through package options, pricing tiers, and licensing models. Manage common objections using provided sales playbooks and close transactions using assisted checkout in CRM/sales tools.
- Identify complex, multi-seat, or enterprise-level opportunities and route them seamlessly to named Account Managers, providing clear and detailed handover notes.
- Document 100% of customer interactions, purchase intent, objections, and usage trends in CRM daily, maintaining high pipeline accuracy.
- Handle "talk to someone" escalated requests arising from self-serve portals.
- Run proactive outbound campaigns targeting an installed base based on usage triggers (averaging 40 to 60 touches per day across chat and email) and support seasonal marketing campaigns.
- Consistently meet or exceed KPIs, including maintaining chat response times under 60 seconds, keeping deal cycles under 5 business days (initial phase) and 3 business days (subsequent phases), and maintaining a CSAT score above 4.2.
Qualifications & Experience
- 2+ years of experience in B2B SaaS inside sales, chat sales, or high-volume inbound SDR/BDR roles, with a proven record of meeting or exceeding sales quotas and conversion metrics.
- Experience closing deals over live chat (e.g., Intercom or similar tools), demonstrating an ability to manage multiple simultaneous conversations with speed and accuracy.
- Exceptional written English skills (clear, grammatically correct, and friendly) for chat and email, paired with confident, professional spoken English for calls.
- Direct experience using Salesforce or a similar CRM daily to manage leads, opportunities, and log communication.
- Complete willingness and availability to work fixed, rostered night/mid-afternoon shifts (covering North American and European business hours) and Philippine holidays.
- Previous experience selling software, tools, or services to accounting, audit, or financial professional services firms (nice-to-have).
- High comfort level learning, understanding, and explaining AI-powered analysis or data software products (nice-to-have).
- Experience converting free-tier, trial, or freemium users to paid recurring plans (Product-Led Growth / PLG) (nice-to-have).
- Familiarity with CPQ (Configure, Price, Quote) workflows or guided checkout systems (nice-to-have).
- Fluency in French, German, or Dutch is highly valued (nice-to-have).
Communication & Attitude
- Exceptional written and verbal English communication skills.
- Experience with technical/customer support or regularly interacting with clients on technical matters.
- A strong team player with a supportive and friendly attitude.
- Has a proactive and can-do approach to work.
- Genuinely enjoys helping people solve their problems and cares about the customer experience.
- Is passionate about continuous learning and self-improvement.
More Information
- This is a fully remote position with a standard 40-hour fixed-schedule work week, requiring flexibility to cover night/mid-afternoon shifts across North American and European business hours, including Philippine holidays.
- We have a company culture that focuses on the well-being of its team members, with a good work life balance and respectful work environment.
- Performance-based commission/bonuses
- Equipment provided
- HMO + 13th month pay