• Help develop our customer experience by providing excellent customer service via phone and written channels • Guide customers to make the right ordering decisions and clarify order statuses • Handle inbound inquiries only

• Prestar servicios bajo la modalidad de Teletrabajo (100% remoto) • Trabajar en campañas de ventas de seguros enfocados al área dental • Ser proactivo y dinámico para ganar buenas comisiones

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a high-energy, detail-oriented Follow-Up Specialist to support our real estate acquisitions team. This role is focused on high-volume outbound follow-up calls, warming up homeowners who have already expressed interest, and live-transferring motivated sellers to our acquisitions managers. This is not a closing role and does not require real estate experience. It does require comfort on the phone, strong English communication skills, and the ability to follow a proven script with discipline. What Success Looks Like in This Role: - Consistently hitting daily call targets - Live-transferring motivated sellers to acquisitions daily - Following the scripts and processes without deviation - Keeping clean CRM notes so the team can move fast - Showing urgency, reliability, and ownership every day - Make 50–80+ outbound follow-up calls per day to homeowners who have already requested information - Contact new inbound leads if acquisition managers are unavailable - Follow a provided script exactly - no over-qualifying, pricing, or analysis - Identify warm and motivated sellers and live transfer them to an acquisitions manager - Update notes and call outcomes accurately in the CRM - Maintain speed, urgency, and consistency throughout the day - Participate in daily huddles and coaching via Microsoft Teams Qualifications - 1+ year of phone-based sales, call center, or appointment setting experience - Strong spoken English with a neutral or easily understood accent - Comfortable making high-volume outbound calls - Coachable and process-driven (must follow scripts and workflows) - Reliable internet connection and quiet home workspace - Comfortable working US Eastern Time hours - Real estate experience is helpful but not required

• Provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a training and contact center subject matter expert (SME) through critical transformation initiatives, including core and digital conversions, as well as mergers and acquisitions. • Responsible for assessing, designing, and implementing effective training and contact center strategies that ensure seamless transitions, optimize client experience, and maximize operational readiness. • Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients’ goals and objectives. • Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success. • Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines. • Maintains scope, schedule, and budget of projects, ensuring work is completed according to the plan/statement of work (SOW). • Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated. • Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects. • Partners with clients to develop comprehensive training plans for frontline and back-office staff during core and digital platform conversions. • Provides guidance to conduct training needs assessments aligned with institution-specific goals and compliance requirements. • Provides guidance on training curricula and delivery methods (in-person, virtual, hybrid) tailored to bank/credit union operations and digital channels. • Evaluates existing contact center operations (staffing, technology, call flows, service processes) pre- and post-conversion. • Supports performance management strategies during transitional periods to reduce call abandonment rates and improve resolution times. • Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool. • Mentors and trains other Engage fi team members as assigned to assist with learning best practices and processes.