PE - Client Outreach & CRM Representative - Supporting U.S. Clients
MyOutDesk
About MyOutDesk
Since 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global teams. Trusted by companies in real estate, healthcare, finance, professional services, and other growth industries, MyOutDesk provides professionals the opportunity to build stable, long-term remote careers while contributing meaningfully to high-performing teams.
About the Role
We are hiring Client Outreach & CRM Representatives to support U.S.-based businesses across multiple industries. In this role, you will manage client pipelines, follow up on leads and proposals, coordinate outreach communications, and keep CRM records accurate and up to date. This is not a cold-calling role — it is a relationship-driven, process-oriented position for someone who communicates professionally in English and takes pride in keeping every opportunity moving forward.
If you have worked in a BPO managing client accounts, following up on leads, or supporting a sales or operations team — this role is built for your background.
What You'll Be Doing
- Manage and update CRM records — contacts, deal stages, activity logs, and notes.
- Follow up with leads, prospects, and existing clients via phone and email at defined pipeline stages.
- Schedule calls, meetings, and appointments for the client team.
- Track proposal and deal status — flag stalled opportunities proactively.
- Handle inbound inquiries and qualify contacts against defined criteria.
- Execute outreach sequences and follow-up cadences using CRM tools.
- Maintain pipeline accuracy and deliver regular activity reports.
- Coordinate with the client team to ensure smooth handoffs and timely follow-ups.
- Meet weekly activity targets — follow-up rate, pipeline updates, and appointments set.
Requirements
- Bachelor’s degree in Business, Sales, Marketing, or a related field preferred.
- 3+ years of experience in a sales support, CRM, or customer-facing role — BPO or U.S.-client experience preferred and must be documented on your resume
- Excellent verbal and written communication skills in English (C1).
- Your last 3 positions should reflect an average tenure of at least 1 year per role; this will be verified during the screening process.
- Strong interpersonal and relationship-building skills.
- Hands-on CRM experience (HubSpot, Salesforce, GoHighLevel, or similar) — required.
- Comfortable making occasional outbound calls and sending professional emails in English.
- Ability to work independently and collaboratively in a team environment.
- Results-oriented mindset with a passion for sales and client success.
- Bachelor's degree or relevant experience preferred.
Benefits
- Competitive salary based on experience.
- Immediate payroll enrollment from Day 1 — fully registered under Peruvian labor law (Régimen General).
- 100% statutory benefits — CTS, gratificaciones, vacaciones, and AFP/ONP contributions per Peruvian regulations.
- Private health insurance — Rímac EPS coverage from the start.
- Long-term career placement with a single dedicated U.S. client.
- Fixed U.S. business hours — no rotating shifts.
- Exposure to U.S. business standards, tools, and professional culture.
- Career growth opportunities — many of our Associates grow with the same client for years.
IMPORTANT: When applying, please upload your resume in English.
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