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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong bilingual communication skills in English and Spanish, with a focus on proactive outreach and member engagement. Proficient in CRM documentation and follow-up processes, ensuring accurate record-keeping and timely responses.
Highest-signal resume keywords
Bilingual English-SpanishStrong Phone CommunicationCRM ExperienceOutbound Calling ExperienceData-Entry Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data CleanupInformation GatheringQualification ProcessFollow-Up ActivityDocumentation Accuracy
Soft Skills
Organizational SkillsDependabilityCustomer ServiceEngagement SkillsTeam Collaboration
Tools & Technologies
Close.ioGoogle WorkspaceGoogle SheetsGoogle CalendarEmail & SMS Platforms
Industry Keywords
Community OutreachMember SupportAppointment-SettingOnline CommunityMembership Organization
About the role
Key responsibilities & impact- Conduct proactive outbound outreach to community members by phone, text, and email
- Explain the outreach and award-recognition initiative
- Follow established scripts while maintaining a natural, conversational approach
- Build rapport and encourage members to participate in the qualification process
- Ask qualification questions accurately and consistently
- Guide members through surveys and information gathering
- Complete reference forms and supporting documentation
- Follow up with non-responsive or incomplete members
- Escalate questions or situations outside the established process
- Maintain ownership of assigned members through completion
- Record calls, texts, emails, responses, and follow-up activity in Close.io
- Maintain accurate member records and update qualification statuses promptly
- Use CRM tasks and workflows to manage follow-up
- Maintain an organized pipeline and track unanswered calls and messages
- Prioritize outreach based on deadlines and member status
- Maintain spreadsheets, trackers, and contact information
- Assist with data cleanup and contact management
- Send professional follow-up emails and SMS using approved messaging
- Coordinate scheduling through Google Calendar when needed
- Complete supporting documentation accurately
- Support additional administrative tasks related to the outreach initiative
- Meet established project deadlines and activity expectations
Requirements
What you’ll need- Bilingual English-Spanish required
- Strong phone communication required
- Strong data-entry and follow-up skills required
- Fluent in both English and Spanish
- Excellent spoken English with a professional phone presence
- Comfortable conducting consistent outbound outreach
- Able to follow a structured process without sounding overly scripted
- Persistent and dependable with follow-up
- Highly organized and accurate with CRM documentation
- Comfortable engaging members across large online communities
- Able to work independently while contributing to a larger team
- Customer service, member support, outreach, or appointment-setting experience strongly preferred
- Outbound calling, SMS, and email outreach experience preferred
- CRM experience preferred
- Close.io experience is a plus; training will be provided
- Online community, membership organization, coaching/education, or real estate experience is a plus but not required
- Close.io – Training Provided
- Google Workspace
- Google Sheets
- Google Calendar
- Email & SMS Platforms
- CRM / Contact Management Systems
- Availability for 40 hours per week, Monday through Friday, generally 9:00 AM–5:00 PM MST
- Native or near native English accent required (Level A-B)
Benefits
Comp & perks- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you