Leads Response Specialist

Job Description

REQUIREMENTS

• Excellent verbal and written English communication skills.
• Strong organizational and time-management abilities.
• Experience using Microsoft Office or Google Workspace (Excel, Word, Outlook, etc.).
• Comfortable learning and using CRM systems (Salesforce experience is a plus).
• Highly detail-oriented, dependable, and self-motivated.
• Ability to work independently in a remote environment.
• Fast learner with a proactive attitude.

Preferred

• Previous experience in lead management, customer support, inside sales, appointment setting, or client success.
• Familiarity with the U.S. immigration or EB-5 investment industry is a strong advantage.
• Experience working with international clients is a plus.

RESPONSIBILITIES

• Respond to all new investor inquiries within 5 minutes.
• Contact leads immediately through phone, email, and other approved communication channels.
• Prescreen initial inquiries to identify qualified investors and schedule consultation and pitch calls with the sales team.
• Send reminders and reschedule meetings when necessary.
• Follow up according to the company’s response and follow-up protocols.
• Track all communication and ensure no lead is missed.
• Accurately update Salesforce CRM after every interaction.
• Assist with spreadsheets, reporting, and other administrative tasks.
• Learn new systems and procedures quickly.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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