Looking to take your career to the next level? Then this role is for you!
Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!
Profile Requirements:
- Min 2.5 Years of Proven Experience in sales, customer success, account management, client relations, or call center environments preferred.
- Excellent verbal and written English communication skills.
- Must have experience and knowledge in forex trading, financial services, fintech, or trading platforms.
- Strong relationship-building and active listening skills.
- Comfortable making outbound calls and managing follow-up conversations.
- Ability to explain processes clearly and confidently.
- Strong problem-solving skills with a customer-focused mindset.
- Highly organized with excellent time management abilities.
- Comfortable using CRM systems and other communication tools.
- Self-motivated with the ability to work independently while contributing to team goals.
Core responsibilities:
- Follow up with new clients who have registered but have not yet made their initial deposit.
- Contact clients with incomplete or pending KYC (Know Your Customer) verification and assist them through the verification process.
- Engage with clients who have completed verification but have not funded their trading accounts.
- Guide clients through the deposit process while answering questions and addressing concerns.
- Re-engage inactive clients and encourage them to resume trading activity.
- Build trust and maintain strong relationships with both prospective and existing clients.
- Educate clients on platform features, account setup, and available resources.
- Identify client needs and provide appropriate solutions to improve their overall experience.
- Maintain accurate records of all client interactions within the CRM system.
- Meet daily activity goals, including outbound calls, follow-ups, emails, and messages.
- Collaborate with internal teams to resolve client issues quickly and efficiently.
- Stay informed on company products, services, promotions, and industry developments.
- Deliver a professional, consultative, and customer-first experience during every interaction.
Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.
Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!
This is a remote position.
Skills Required
- Minimum 2.5 years experience in sales, customer success, account management, client relations, or call center environments
- Excellent verbal and written English communication skills
- Experience and knowledge in forex trading, financial services, fintech, or trading platforms
- Strong relationship-building and active listening skills
- Comfortable making outbound calls and managing follow-up conversations
- Ability to explain processes clearly and confidently
- Strong problem-solving skills with a customer-focused mindset
- Highly organized with excellent time management abilities
- Comfortable using CRM systems and other communication tools
- Self-motivated with ability to work independently while contributing to team goals
What We Do
Outsourcey is a premier remote staffing agency that connects businesses with exceptional offshore talent, offering flexible staffing solutions without long-term contracts to facilitate significant cost savings.
