Remote Outbound Call Specialist | Customer Follow-Up

Sales Match; Seattle (WA); Remote; USD 48,000 - 66,000; Full time

Benefits offered by this job

Fully remote

Structured onboarding

Regular team check-ins

Skill development

Health coverage

Job summary

Sales Match is seeking an Outbound Call Representative to reach customers, share service information, confirm appointments, and resolve questions. This desk-based, fully remote role is based in Washington state and requires a 40-hour weekly commitment.

You will use CRM tools (Dynamics 365), Talkdesk, Outlook, and Excel to track calls, update notes, and coordinate with the support team. Training is provided, with ongoing feedback from the customer service team lead.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in outbound calls, customer service, or appointment scheduling preferred.
• Ability to explain service information clearly, listen carefully, and keep telephone conversations respectful and focused.
• Basic understanding of appointment confirmation, callback tracking, and routing unanswered questions to the appropriate colleague.
• Ability to learn CRM navigation and contact-center phone controls, including updating contact details and selecting accurate call outcomes.
• Comfortable entering concise notes while speaking, reviewing previous interactions, and checking information before sharing it with customers.
• Reliable computer, high-speed internet, and a quiet private workspace suitable for customer calls and handling contact information carefully.
• Availability for the 40-hour weekly commitment and agreed working days and shift times, including participation in scheduled training and team check-ins.
• Authorization to work in the United States.

Responsibilities

• Review assigned outbound call queues and follow-up requests, checking the reason for contact, previous notes, and outstanding customer questions before calling.
• Check customer contact information and appointment details in a CRM such as Microsoft Dynamics 365, noting missing information for clarification during the conversation.
• Place outbound calls through a Contact-center phone system such as Talkdesk, introduce the purpose clearly, and confirm you have reached the intended customer.
• Explain approved product or service information, answer routine questions using reference materials, and avoid guessing when an answer needs further checking.
• Confirm appointments using a Scheduling and calendar such as Microsoft Outlook, checking available options with scheduling colleagues before communicating the agreed arrangement.
• Record call outcomes, customer preferences, questions, and next steps in the CRM so colleagues can understand the conversation without repeating it.
• Track callback lists using a Spreadsheets and data entry such as Microsoft Excel, following contact-frequency instructions and honoring requests to stop outreach.
• Refer unresolved service questions to the support team and raise unclear instructions or difficult conversations with the customer service team lead.
• Track promised follow-ups, communicate updates to customers, and close completed requests only after the outcome and any remaining ownership are clear.
• Maintain quality through accurate information, appropriate turnaround, complete call notes, and dependable follow-up; use call monitoring feedback to improve future conversations.

Skills

Clear communication

Active listening

Phone etiquette

Notes documentation

Time management

Education

High school diploma or equivalent

Tools

Microsoft Dynamics 365

Talkdesk

Microsoft Outlook

Microsoft Excel

Job description

Sales Match is seeking an Outbound Call Representative to reach customers, share service information, confirm appointments, and resolve questions. This desk-based, fully remote role is based in Washington state and requires a 40-hour weekly commitment.

You will use CRM tools (Dynamics 365), Talkdesk, Outlook, and Excel to track calls, update notes, and coordinate with the support team. Training is provided, with ongoing feedback from the customer service team lead.