B2B Telemarketing Representative

Compensation: 

Remote: Philippines-Based Independent Contractor

Schedule: Full Time, Monday to Friday, 8:30 AM to 5:30 PM Eastern Time

About the Company

We are a U.S.-based financial services company that provides payment processing and accounts receivable solutions to businesses nationwide. The company serves industries such as automotive dealerships, building materials, furniture, auto aftermarket, and other B2B sectors.

We are seeking a B2B Telemarketing Representative who will be responsible for making outbound calls to business prospects, identifying decision-makers, introducing our company’’s products and services, qualifying interest, and setting appointments for the sales team.

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Key Responsibilities

-Make outbound B2B calls to assigned prospects and lead lists.

-Contact business owners, controllers, credit managers, dealership personnel, and other decision-makers.

-Introduce the company’s payment processing and accounts receivable solutions.

-Ask discovery questions to understand the prospect’s current process, needs, and potential fit.

-Qualify prospects and schedule appointments for the company’s sales team.

-Follow up with prospects through calls and email when needed.

-Maintain accurate notes, call dispositions, lead statuses, and follow-up tasks in Salesforce or the company’s designated CRM.

-Work through gatekeepers professionally to reach the correct decision-maker.

-Participate in training, coaching, call reviews, and Microsoft Teams meetings.

-Meet daily and weekly activity expectations, including call volume, attendance, punctuality, appointment quality, and CRM documentation.

-Follow all confidentiality, data-handling, and information security requirements.

Required Qualifications

-Prior B2B outbound calling or telemarketing experience.

-Experience setting appointments for a sales team.

-Strong spoken and written English.

-Professional phone presence.

-Comfortable speaking with business owners, executives, controllers, credit managers, dealership personnel, and other business contacts.

-Experience working with U.S.-based companies or U.S. business hours.

-Comfortable handling gatekeepers and repeated follow-ups.

-CRM experience, preferably Salesforce or similar platforms.

-Ability to work independently in a remote environment.

-Strong organization, time management, and follow-up skills.

-Reliable internet connection suitable for VOIP, Microsoft Teams, and CRM usage.

-Quiet, professional workspace free from background noise.

-Availability to work Monday to Friday, 8:30 AM to 5:30 PM Eastern Time.

Preferred Qualifications

-Experience with Salesforce.

-Experience using VOIP, softphone, dialer, or call recording tools.

-Experience in financial services, payment processing, merchant services, accounts receivable, B2B services, SaaS, or similar industries.

-Experience calling automotive dealerships, furniture businesses, building materials companies, or other B2B industries.

-Experience working with lead lists, campaigns, follow-up tasks, and CRM pipelines.

-Backup internet or contingency plan for temporary power or internet interruptions.

Target Performance Expectations

Performance expectations will be finalized by UTA, but the role may include targets such as:

-Approximately 120 outbound calls per day during active calling periods.

-Consistent weekly call activity.

-Qualified appointments accepted by the sales team.

-Strong appointment show rate.

-Accurate Salesforce documentation.

-Reliable attendance and punctuality.

-Coachability during training and call reviews.

Training and Evaluation

UTA will provide product, industry, systems, process, and call training. The initial plan is to select 4 candidates for training and evaluate performance during the first 2 weeks.

-Attendance and punctuality

-Call activity

-Communication skills

-Appointment quality

-Salesforce documentation

-Coachability

-Ability to follow scripts and processes

-Overall fit with the team and role expectations

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Ideal Candidate Profile

The ideal candidate is not just someone who can make calls. UTA needs someone who understands B2B outreach, can speak professionally with decision-makers, stays organized in Salesforce, follows up consistently, and remains motivated in a high-volume outbound environment.