Finance & Sales Development Specialist - Freelance, Remote

Department: Boutique Client

Location: Philippines

Compensation: $7.00 / hour

Description

About the Client
Our client is a leading provider of complimentary utility connection services for homeowners and tenants across the USA. They offer a one-stop solution for setting up essential home services including electricity, internet, TV, and security systems. As a customer-focused organization, they simplify the utility setup process while maintaining high service standards at no cost to their users.

Why does this role exist?
We are seeking a Finance & Sales Development Specialist to manage both our internal financial operations and external sales development initiatives. This dual-role position is crucial for maintaining operational efficiency while driving business growth through qualified lead generation. The role supports our mission of seamless utility setup services by ensuring smooth internal processes and expanding our customer base.

The Impact you’ll make

Financial Operations

• Process payroll for the organization


• Manage bookkeeping responsibilities


• Maintain accurate financial records

Sales Development

• Conduct outbound calls to qualify leads from provided lists


• Identify potential customers' utility setup needs


• Convert qualified leads into service users

Customer Service

• Handle inbound phone calls from potential customers


• Assist with utility service setup inquiries


• Provide information about available service packages

Administrative Support

• Coordinate with utility service providers


• Maintain accurate customer records


• Support general administrative tasks as needed

Skills, Knowledge and Expertise

Required:

• Minimum 1 year of experience in payroll processing or bookkeeping


• Proven track record in sales development or lead qualification


• Strong phone communication skills with native-level English proficiency


• Experience with US business operations and utility services


• Proficiency in basic accounting and financial software


• WFH Set-Up:
  
  
  
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  
  
  • Internet speed of at least 40MBPS
  
  
  • Headset with an extended mic that has noise cancellation and a webcam
  
  
  • Back-up computer and internet connection
  
  
  • Quiet, dedicated workspace at home
  
  
  
  
  
  

Your Superpowers:

Technical Skills:

• Financial management tools


• CRM software


• MS Office Suite


• Phone systems

Soft Skills:

• Excellent verbal communication


• Strong attention to detail


• Multi-tasking abilities


• Problem-solving mindset


• Self-motivated work ethic

You should apply if…

• You thrive in roles requiring both analytical and people skills


• You're comfortable switching between detailed financial work and dynamic sales tasks


• You have a passion for helping people solve problems


• You're organized and can manage multiple priorities effectively


• You enjoy working independently while contributing to team goals

What to expect...


Work Setup:

• Remote position


• Must have a reliable internet connection and a quiet workspace


• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• Monday to Friday, working within US business hours (timezone to be determined by the client)


• ***40 hours a week (subject to change depending on the client)

Compensation:

• $7 per hour


• No benefits package included

Benefits