Finance In/Out Call Support
Publicada el 2026-07-31
Descripción de la oferta
My finance-service company handles a steady stream of enquiries that arrive by phone and it’s time to place those conversations in experienced hands. I need a telecaller who can manage both inbound and outbound calls seamlessly, keeping the tone friendly, accurate, and compliant with basic finance-industry standards. Here’s the core of the job: • Inbound: answer questions on account status, payment schedules, and basic product features, then log each interaction in our CRM so follow-ups are never missed. • Outbound: return missed calls, remind clients of upcoming due dates, and check that recently onboarded customers understand their account setup. Every call should close with clear documentation (call summary, next steps, sentiment tag), and first-call resolution is the goal whenever possible. You’ll work in English, use our cloud dialer and CRM, and follow the script library I provide—yet adapt naturally to each caller’s tone so conversations never sound robotic. Key acceptance criteria 1. Average call handling time and first-call resolution rates meet the targets I’ll share during onboarding. 2. Daily call logs are complete, accurate, and submitted before end-of-shift. 3. Customer satisfaction scores stay at or above the benchmark gathered from our current support team. If you have previous experience supporting finance clients over the phone and are comfortable juggling both incoming questions and proactive outreach, this project will be a great fit.
Skills
Fuente original: freelancer