Phone Outreach Representative

Talentoma; Wisconsin; Remote; USD 41,000 - 61,000; Full time

Benefits offered by this job

Health coverage

Paid leave

401(k)

Bonus opportunities

Stipends

Job summary

Talentoma is seeking a Phone Outreach Representative to join our outreach team. This fully remote role is based in Wisconsin and requires a 40-hour weekly commitment.

You will review outreach tasks, make outbound calls using approved talking points, and coordinate introductory meetings to support business development. Strong listening and clear communication are essential for success.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in phone outreach or coordination preferred.
• Able to use a dialer, CRM, and scheduling tools (Dialpad, SugarCRM, Microsoft Bookings).
• Must have reliable home workspace and US work authorization.

Responsibilities

• Receive and review outreach tasks, then initiate outreach.
• Place outbound calls with approved talking points to introduce services and gauge interest.
• Verify contact details and schedule introductory meetings.
• Document outreach activity and outcomes in the CRM for team handoffs.
• Follow up on unconfirmed meetings and maintain organized task status.

Skills

Active listening

Professional communication

Note taking

Outreach coordination

Education

High school diploma

Tools

Dialpad

SugarCRM

Microsoft Bookings

Job description

Job Title: Phone Outreach Representative

Monthly Pay: $3,716 - $5,424 USD per month

Summary

A phone outreach request arrives, is reviewed, introduced by phone, recorded, and brought to a clear next step with complete notes. The Phone Outreach Representative contacts prospective customers to share approved service information, understand initial interest, and coordinate introductory meetings that help the business development process begin smoothly. This role sits within the outreach team and works under a business development team lead while partnering with business development representatives, calendar contacts, and internal teams that prepare for scheduled conversations. The representative maintains respectful, accurate interactions and ensures each outreach attempt gives contacts a clear understanding of the purpose of the conversation. This is a fully remote, work from home position based in Wisconsin, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities

• Receive assigned outreach tasks through a call queue, contact lists, emails, and internal requests, then review available contact details before initiating outreach.
• Place outbound calls through a contact-center phone system such as Dialpad and use approved talking points to introduce services and identify interest in an introductory conversation.
• Verify contact names, preferred phone numbers, availability, and relevant conversation details while respecting stated communication preferences.
• Answer routine questions using current service information, clarify the purpose of a meeting, and provide a professional handoff when a request needs deeper discussion.
• Coordinate introductory meeting times using a scheduling and calendar system such as Microsoft Bookings, confirming details with contacts and internal participants.
• Enter outreach attempts, call outcomes, meeting details, and concise conversation notes in a CRM such as SugarCRM so the next team member has an accurate history.
• Send clear follow-up messages after calls when appropriate, restating agreed next steps and confirming meeting information.
• Follow up on unanswered calls, requested callbacks, and pending meeting confirmations according to team procedures and assigned priorities.
• Escalate unclear service questions, sensitive contact concerns, repeated scheduling issues, or requests beyond approved information to the business development team lead.
• Maintain organized task status from initial contact through meeting confirmation or final disposition, with quality judged by accuracy, turnaround, complete notes, and timely follow-up.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in phone outreach, contact coordination, or service conversations preferred.
• Familiarity with respectful outbound phone conversations and the ability to explain approved service information clearly.
• Preferred ability to recognize interest, ask relevant introductory questions, and guide contacts toward an appropriate next step without closing sales.
• Ability to use a contact-center phone system such as Dialpad, a CRM such as SugarCRM, and a scheduling and calendar system such as Microsoft Bookings.
• Strong listening skills, professional speaking style, and the ability to write concise notes and follow-up messages.
• Ability to maintain accurate contact histories, manage assigned outreach priorities, and follow established conversation guidance.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from a dedicated home workspace in Wisconsin, United States.
• Structured onboarding and training on a contact-center phone system such as Dialpad, a CRM such as SugarCRM, and a scheduling and calendar system such as Microsoft Bookings.
• Regular check-ins with the business development team lead to review outreach progress and next steps.
• Skill building in professional outreach, meeting coordination, contact history accuracy, and conversation follow-through.
• Health coverage, paid leave, a 401(k), bonus opportunities, and stipends.