Outbound Sales Specialist

Trinity Outsourcing Solutions is dedicated to connecting talented professionals with dynamic career opportunities across the world. As a trusted HR partner, Trinity offers a pathway for skilled individuals to work in roles that align with their expertise and support their career advancement. Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.

About the client: The Ortus Club

The Ortus Club is a global B2B marketing firm specializing in private knowledge-sharing discussions for senior executives and industry leaders. Our sessions—conducted both virtually and in person—are designed to facilitate meaningful dialogue, foster strategic connections, and support business growth.

We partner with some of the world’s leading organizations to deliver over 50 curated events each month, providing a platform for decision-makers to exchange insights, share best practices, and explore emerging opportunities across industries and regions.

With a diverse team of over 130 professionals based in the Philippines, Italy, and Kosovo, we are committed to excellence, collaboration, and continuous learning in everything we do.

Our Values

• We think big
• We always deliver
• We believe in knowledge-sharing
• We connect with purpose
• We can all belong at the roundtable
  
  

An Opportunity to Build Global Connections and Drive Strategic Growth

The Ortus Club offers a unique opportunity for experienced sales professionals to develop meaningful relationships with senior executives across industries while playing a key role in shaping high-level business conversations worldwide.

The Role

• BGC, Taguig (hybrid)
• 10 AM - 7 PM PHT
  
  

The Outbound Sales Specialist is responsible for driving lead engagement, scheduling appointments, and ensuring a seamless handoff to the sales team. This role involves identifying and qualifying potential leads, managing outreach efforts across multiple communication channels, and maintaining accurate records in the CRM system. The specialist nurtures relationships with prospects through effective follow-ups and collaborates closely with the sales and marketing teams to align strategies. Additionally, they monitor performance metrics, leverage tools and technology, and conduct market research to identify opportunities. Strong communication, time management, and a proactive approach are critical to succeeding in this role.

Responsibilities

• Lead Engagement
• Identify and qualify potential leads based on the target audience.
• Reach out to leads via phone, email, social media, or other communication channels.
• Build rapport with prospects to understand their needs and determine fit.
• Appointment Scheduling
• Coordinate schedules between leads and the sales team.
• Use calendar management tools to book and confirm meetings.
• Ensure all appointments align with the sales team’s availability.
• CRM Management
• Update and maintain accurate records in the company’s CRM system.
• Track lead interactions and document progress in the sales pipeline.
• Follow-Ups
• Send reminders to leads before scheduled meetings.
• Follow up with no-shows to reschedule appointments.
• Conduct follow-ups with leads to nurture them until they’re ready for a sales meeting.
• Collaboration with Sales and Marketing
• Work closely with the sales team to understand their needs and priorities.
• Provide feedback from leads to the marketing team for campaign adjustments.
• Ensure alignment between the leads generated and the sales team’s goals.
• Performance Metrics
• Meet daily, weekly, and monthly appointment-setting targets.
• Track and report on appointment-setting success rates and conversion rates.
• Analyze patterns to improve outreach and scheduling efficiency.
• Communication Skills
• Represent the company professionally in all interactions.
• Tailor communication strategies to suit different types of leads.
• Handle objections and address lead concerns to secure appointments.
• Tools and Technology
• Use appointment-setting software, CRM systems, and communication tools effectively.
• Stay updated on new tools and techniques for efficient appointment setting.
• Time Management
• Prioritize leads and tasks to ensure timely follow-ups.
• Maintain a structured schedule to maximize productivity.
• Market Research
• Conduct research to identify new opportunities and potential leads.
• Stay informed about industry trends and competitor activities.
  

Qualifications

• Proven experience in sales, appointment setting, or similar roles.
• Exceptional English communication skills, both verbal and written.
• Familiarity with sales tools, CRM systems, and appointment-setting software.
• Strong organizational and time management skills to prioritize tasks effectively.
• Ability to build rapport with prospects and handle objections professionally.
• Experience in collaborating with sales and marketing teams to align strategies.
• Analytical mindset with the ability to track performance metrics and improve outreach efforts.
• Knowledge of market research techniques and staying updated on industry trends.
• Proactive and adaptable in a fast-paced environment.
  
  

Why You Should Join The Club

• Government benefits + 13th month pay
• HMO (upon regularization)
• Paid leaves + other allowances (on day 1)
• Company equipment (Macbook Air) and welcome kit
• Monthly performance appraisal during your first 6 months (and then quarterly thereafter)
• Anniversary bonus
• Team hangouts and company-wide events
• Team clubs (sports, hobbies, activities, etc.) and perks (wellness, fitness, finance)
  
  

Elevate your career with The Ortus Club and be part of something extraordinary in the dynamic world of B2B marketing events!