Receptionist

This is a remote position.

Our client is looking for a Receptionist to support their business financing operations by managing incoming communications, assisting potential customers, and ensuring every caller receives a professional and efficient experience. They are a financial services company that helps businesses access funding solutions and have continued to expand their operations by building strong relationships with entrepreneurs and business owners.

This role is ideal for a proactive and highly communicative professional who enjoys interacting with people, organizing information, and being the first point of contact for customers. The ideal candidate will be comfortable handling conversations with a wide range of callers, from small business owners to executive-level professionals, while maintaining a helpful and solutions-oriented approach.

Responsibilities

• Answer and manage incoming phone calls, ensuring potential customer opportunities are properly handled and routed.
  
• Identify caller needs by asking a consistent set of qualification questions and accurately completing intake forms.
  
• Connect prospects and customers with the appropriate team members whenever possible.
  
• Schedule appointments directly on team members’ calendars when immediate transfers are not available.
  
• Handle general reception responsibilities, including managing vendor and business-related calls.
  
• Support administrative activities during lower call volumes, including following up on requested information by phone.
  
• Maintain accurate records, tracking, and reporting related to call activity and administrative tasks.
  
• Use internal systems to organize information and support smooth communication across the team.
  
• Take initiative to identify improvements and suggest ways to make processes more efficient.
  

Requirements

• Advanced English proficiency, both spoken and written.
  
• Strong communication skills with the ability to build rapport quickly over the phone.
  
• Excellent interpersonal skills and confidence speaking with business owners and professionals.
  
• Ability to manage multiple conversations, tasks, and priorities in a fast-paced environment.
  
• Comfortable following structured processes while maintaining a personalized customer experience.
  
• Strong attention to detail when collecting and entering customer information.
  
• Proactive mindset with the ability to complete tasks independently and look for additional ways to contribute.
  
• Solid technical skills and comfort learning new software platforms.
  

Qualifications

• Previous experience in receptionist, customer service, administrative support, call center, appointment setting, or similar client-facing roles.
  
• Experience handling inbound calls and gathering customer information.
  
• Experience using Microsoft Office tools, especially Microsoft Teams.
  
• Familiarity with CRM platforms is preferred, particularly Microsoft Dynamics CRM.
  
• Ability to communicate professionally with both customers and internal teams.
  
• Strong organizational skills and follow-through.
  

Benefits