Sales Representative at OPTIMAL in Philippines

Sales Representative

About the role:

The primary focus of this role is to respond to incoming customer
interest, schedule site inspections and estimates, follow up with prospects after estimates are delivered, and convert qualified leads into booked work.

You will serve as a central point of coordination between prospective customers, the estimator, and company leadership. The individual will be responsible for answering inbound inquiries promptly, maintaining accurate lead records, monitoring follow-up deadlines, and ensuring every prospect is handled efficiently, consistently, and professionally

Key Responsibilities
1. Inbound Lead Management

• 
  - Respond promptly to warm inbound leads from marketing channels such as the company website, referrals, Yelp, Thumbtack, and similar platforms.
• - Answer incoming calls and inquiries, gather key project details, and assess whether the lead is a fit for the company's services.
• - Maintain clear, professional communication with prospective customers from first contact through to close.
  Ensure no inbound inquiry goes unanswered, so that incoming interest is never lost.
• Cold calling or outbound prospecting (not required at the moment).
  
  2. Estimator and Inspection Coordination

• - Schedule an inspector to visit the customer's site and gather the job information
  needed for an estimate.
• - Coordinate schedules between customers and the inspector, confirming appointments
  and communicating any changes.
• - Provide the estimator with accurate lead information and customer details before
  each visit.
• - Keep the sales role separate from estimating, so that estimating work is not delayed
  by sales tasks.
• - Maintain clear communication with the estimator on the status and timing of each
  estimate.

3. Prospect Follow-Up and Closing

• - Follow up with customers after the estimator completes the estimate, answering
  questions and addressing concerns.
• - Track each prospect's status and next follow-up date to make sure no opportunity is
  left outstanding.
• - Support customers in moving from estimate to a decision, and coordinate next steps
  once a customer accepts.
• - Escalate pricing questions, negotiations, or complex matters to management when
  appropriate.
• - Record the outcome of each lead, including reasons for lost opportunities, to support
  future improvement.

4. Lead Tracking and Reporting

• - Maintain accurate records of all leads, estimates, follow-ups, and outcomes in the
  company's designated systems.
• - Monitor lead response times, follow-up deadlines, and conversion from inquiry to
  estimate to booked job.
• - Provide management with regular updates on pipeline activity, lead sources, and sales
  results.
• - Identify which marketing channels produce the strongest leads and share those insights
  with leadership.

5. Sales Process Development

• - Review the existing lead-handling and follow-up workflow and identify gaps,
  inefficiencies, and opportunities for improvement.
• - Develop, document, and refine standard operating procedures (SOPs) for inbound lead
  response, estimate scheduling, and follow-up.
• - Recommend practical improvements to help the company scale its sales coverage as
  lead volume and the business grow.
• - Work collaboratively with management to establish clear, repeatable, and efficient
  sales processes.

Required Qualifications

• At least three years of relevant sales or customer-facing experience, preferablyhandling inbound leads, scheduling, or service-based sales.
• Strong spoken and written English, with the ability to communicate professionally with customers, estimators, and management.
• Demonstrated ability to manage multiple leads and follow-ups independently and prioritize competing deadlines.
• Strong organizational, problem-solving, and persuasion skills.
  Comfort answering a high volume of inbound calls and inquiries, with a friendly and confident phone manner.
• Proficiency with standard business software, CRM or lead-tracking tools, and digital communication platforms such as Google Workspace and similar cloud-based systems.
• Familiarity with scheduling appointments and coordinating between customers and field staff.
• A proactive mindset, with the ability to identify issues, recommend solutions, and follow through without requiring close day-to-day supervision.

Preferred Qualifications

• Experience in construction, home services, or a similar estimate-based industry.
• Experience working with leads from platforms such as Yelp, Thumbtack, or similar lead-generation services.
• Experience supporting a growing company or helping establish sales processes in an evolving organization.
• Experience creating or improving SOPs, workflows, and internal procedures