Outbound Assistant For Partner Calls

Job ID: 40123357

Budget: $30 – $250 CAD

I’m looking for reliable phone support to handle my warm, pre-qualified contacts at various merchant processing companies. These partners already expect to hear from us, so there is zero cold-calling involved; your focus will be on guiding them through our initial sign-up procedure and clearly explaining our service in detail.

Here’s what the role covers:
• Place outbound calls to the assigned partner list and confirm the correct point of contact.
• Walk each partner through the step-by-step onboarding requirements, answering questions with a detailed product/service explanation that I will provide.
• Collect any required documentation or next-step information and log it neatly in our shared CRM.
• Flag issues or special requests to me immediately so we can keep every application moving without delays.

I’ll supply a concise call flow, talking points, and access to the CRM; you simply need a quiet environment, a steady internet connection, and a professional phone manner. Accuracy in note-taking and a friendly, confident voice are essential, because these calls set the tone for our long-term partnerships.

If you’re comfortable driving these partner conversations and keeping meticulous records, let’s get started.