Recovery Services Sales Specialist

Schedule II – Recovery Services Sales Specialist

Remote (U.S.-Based) 

DISCLOSURES
The specific statements shown in each section of this job description are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job successfully. Job responsibilities may be modified or expanded over time, and the company will inform the employee of any such changes.

ABOUT THE COMPANY

Enterprise Management Solutions, LLC (EMS) is a full-spectrum consulting and management firm specializing in back-office operations, financial infrastructure, and executive oversight for health and human services organizations. We provide strategic support to affiliated companies through contractual partnerships, optimizing operations and maintaining compliance across multiple industries including behavioral health, primary care, real estate, supportive housing, and food service.

Our goal is to relieve mission-driven companies of administrative burden by overseeing financial and operational systems that allow leadership teams to focus on quality care and innovation.

EMPLOYMENT STRUCTURE
This W-2 hourly position will be employed under Enterprise Management Solutions, LLC (EMS) and assigned to support the operations of Next Churchill Business Inc. dba My Cash Finders as a Recovery Services Sales Specialist. Compensation will be provided based on actual hours worked, together with any commissions or performance incentives authorized under the Company's written compensation plan and applicable policies.

This position may be offered as either full-time or part-time based on business needs. EMS will be responsible for all onboarding, human resources administration, payroll processing, benefits administration (if applicable), and employment compliance in accordance with all applicable federal, state, and local laws. The Recovery Services Sales Specialist will work remotely within the United States and will be responsible for contacting assigned prospective clients, converting qualified leads into signed client agreements, maintaining accurate CRM documentation, and supporting the recovery services workflow in accordance with company policies, compliance standards, and performance expectations.

COMPANY WEBSITE: https://enterprisemanagement.org/

COMPANY PHONE NUMBER: (667) 309-5345

HR DEPARTMENT PHONE NUMBER: (667) 309-5345 EXT 10

HR DEPARTMENT EMAIL ADDRESS: hr@enterprisemgmtinc.com

POSITION TITLE: Recovery Services Sales Specialist

ALTERNATE TITLE(S): Recovery Sales Representative, Recovery Intake Specialist

Claims Recovery Sales Specialist, Client Recovery Specialist, and Lead Conversion Specialist

COMPANY: Enterprise Management Solutions, LLC

DIVISION: Operations 

DEPARTMENT: N/A

UNIT: N/A

ACCOUNTABLE TO: Operations Manager - Next Churchill Business, Inc

ACCOUNTABLE FOR: Converting company-generated leads into signed, complete, and operations-approved client files by professionally educating prospective clients about the Company's recovery services, explaining the contingency-based claims recovery process, addressing questions and objections, obtaining required agreements and authorizations, maintaining accurate CRM documentation, coordinating follow-up activities, and ensuring the timely transition of qualified client files into the document collection and claims-processing workflow. The Recovery Services Sales Specialist is responsible for conducting all sales and client interactions with professionalism, integrity, and compliance while protecting confidential information, meeting established performance standards, and supporting the Company's commitment to exceptional client service and operational excellence.

CLASSIFICATION: Non-Exempt (W-2, Hourly) – Full-time/Part-Time

WORK SCHEDULE: This position may be offered on either a full-time or part-time basis, depending on business and operational needs. The work schedule, expected hours, and any scheduling requirements will be determined and discussed by management during the hiring process and may be adjusted as necessary to meet operational demands.

COMPENSATION: Hourly base pay will be determined by management and will be at least equal to the applicable federal, state, or local minimum wage based on the employee's designated work location. In addition to hourly compensation, eligible employees may earn a $100 signed-file commission for each complete and Operations-approved client file, a 5% backend commission on the Company fee actually collected from successfully recovered claims associated with qualified client files, and a monthly performance bonus ranging from $250 to $750 based on productivity, lead conversion, documentation quality, compliance, customer service, and overall performance. All commissions, bonuses, and incentive compensation are subject to the Company's approved Compensation Plan, Commission Policy, eligibility requirements, and applicable Company policies.

BENEFITS PACKAGE: This position is eligible for standard W-2 employee benefits, including but not limited to those outlined in the Company’s official benefits package. Eligibility and participation are subject to the terms and conditions of the applicable plans. Full details are provided in the current benefits package documentation.

ANTICIPATED TRAVEL: N/A

SUMMARY OF POSITION RESPONSIBILITIES
The Recovery Services Sales Specialist serves as the primary point of contact for prospective clients identified through company research and is responsible for converting qualified leads into signed, complete, and operations-approved client files. This position educates prospective clients regarding the Company's contingency-based recovery services, builds trust through professional communication, addresses questions and objections, secures required agreements and authorizations, and facilitates a seamless transition of client files into the document collection and claims-processing workflow.

The Recovery Services Sales Specialist is responsible for maintaining accurate records of all prospect interactions within the Company's customer relationship management (CRM) system, ensuring timely follow-up, protecting confidential information, and conducting all client communications in accordance with approved sales practices, compliance standards, and company policies. This role requires exceptional communication, organization, relationship-building, and sales skills while maintaining the highest standards of professionalism, ethics, and customer service

The position works collaboratively with the Operations Manager, Research Specialists, Document Specialists, Claims Processing Specialists, and other operational personnel to support efficient workflow management, maximize lead conversion, maintain documentation accuracy, and contribute to the successful recovery of client assets while achieving departmental performance objectives.

SCHEDULED DUTIES AND RESPONSIBILITIES

• Contact assigned prospective clients using Company-approved communication methods, including telephone, email, text messaging, voicemail, and other authorized platforms.
• Review assigned leads, research findings, claim information, and client history prior to initiating contact.
• Educate prospective clients on the Company's recovery services, contingency-based fee structure, claims process, and required documentation.
• Build trust and credibility by communicating accurate, ethical, and transparent information while delivering exceptional customer service.
• Address client questions, concerns, and objections using approved communication standards, sales techniques, and Company-approved scripts.
• Obtain signed client agreements, authorizations, disclosures, and all required onboarding documentation from qualified prospects.
• Coordinate the collection, review, and submission of client documentation to ensure files are complete, accurate, and ready for operational processing.
• Maintain complete, accurate, and timely documentation of all communications, sales activities, follow-up efforts, and client status updates within the Company's CRM system.
• Conduct timely follow-up with assigned prospects to maximize lead conversion and maintain consistent client engagement.
• Coordinate with the Operations Manager, Research Specialists, Document Specialists, and Claims Processing Specialists to facilitate the timely transfer of qualified client files through the recovery services workflow.
• Meet established productivity, conversion, quality assurance, documentation, and customer service performance standards.
• Maintain compliance with Company policies, approved communication standards, confidentiality requirements, and all applicable federal, state, and local regulations.
• Protect confidential client, Company, and proprietary information by following established privacy and information security protocols.
• Utilize Company-approved technology, CRM platforms, communication systems, and document management software efficiently and accurately.
• Identify opportunities to improve client experience, workflow efficiency, and sales performance while contributing to continuous operational improvement.
  

UNSCHEDULED DUTIES AND RESPONSIBILITIES

• Serve as a resource for client inquiries, escalations, and complex recovery service matters requiring management review.
• Escalate legal concerns, identity verification issues, suspected fraud, complaints, estate matters, or other sensitive situations to the Operations Manager in a timely manner.
• Participate in meetings, training sessions, coaching, quality assurance reviews, and continuing education activities.
• Assist with special projects, sales initiatives, CRM enhancements, workflow improvements, and other operational assignments.
• Collaborate with cross-functional teams to improve lead quality, operational efficiency, client satisfaction, and overall service delivery.
• Support management by providing feedback regarding sales trends, lead quality, client concerns, and process improvement opportunities.
• Assist with onboarding, mentoring, and training newly hired Recovery Services Sales Specialists when requested.
• Maintain accurate records, productivity reports, and documentation to support operational reporting and performance monitoring.
• Demonstrate professionalism, ethical conduct, sound judgment, and integrity in all client interactions and business activities.
• Comply with all Company policies, confidentiality requirements, cybersecurity standards, and applicable federal, state, and local laws.
• Support workplace safety initiatives and adhere to all remote work and technology policies.
• Perform other duties, special assignments, and cross-functional responsibilities as assigned by the Operations Manager or other authorized Company leadership.
  

PHYSICAL DEMANDS

• Prolonged periods sitting at a desk and working on a computer.
• Frequent telephone communication.
• Frequent keyboard and mouse use.
• Occasional lifting up to 20 pounds.
  
  

WORKING CONDITIONS 

• Remote
• Fast-paced, deadline-driven environment with collaborative teams
  
  

COMPETENCIES AND SKILLS 

• Strong sales, client relationship-building, and lead conversion skills with a commitment to ethical and professional sales practices.
• Excellent verbal and written communication skills with the ability to explain recovery services and complex processes clearly and confidently.
• Proven ability to build trust, overcome objections, and deliver exceptional customer service while maintaining professionalism and compliance.
• Strong organizational, time management, and multitasking skills with the ability to manage multiple leads and follow-up activities.
• Proficiency in CRM systems and Microsoft Office applications, with a strong emphasis on accurate documentation and recordkeeping.
• Exceptional attention to detail and ability to maintain complete, accurate, and timely client records.
• Ability to interpret and follow company policies, approved communication standards, and applicable regulatory requirements.
• Strong analytical, problem-solving, and decision-making skills with the ability to identify issues and escalate concerns appropriately.
• Ability to work independently in a remote environment while collaborating effectively with Operations, Research, Document, and Claims Processing teams.
• Commitment to maintaining confidentiality, safeguarding sensitive information, and upholding the highest standards of integrity and professionalism.
• Adaptability and a commitment to continuous improvement, quality assurance, and achieving established productivity and performance goals.
  
  

LEVEL OF EDUCATION / TRAINING / QUALIFICATIONS

Education

• High School Diploma, GED, or equivalent from an accredited institution.

• Associate's Degree or Bachelor's Degree in Business Administration, Marketing, Communications, Sales, Finance, Public Administration, or a related field (preferred).

Experience

• Minimum of one (1) year of professional experience in sales, customer service, call center operations, client relations, or lead generation.
• Experience communicating with clients by telephone and other electronic communication methods.
• Experience using CRM systems or similar customer management platforms to document interactions and manage follow-up activities.

• Experience in outbound sales, inside sales, lead conversion, client intake, financial services, legal intake, recovery services, insurance, or other consultative sales environments.
• Experience working remotely while meeting established productivity, quality, and performance expectations.

Additional Requirements

• Must be legally authorized to work in the United States.
• Must successfully pass all required background and reference checks prior to employment.