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Remote Customer Success Specialist at CrewBloom

Remote Customer Success Specialist at CrewBloom


Salary: $30/hr

We are seeking a dynamic and results-driven Success Specialist to join our client’s team. As a Success Specialist, you will play a crucial role in expanding the team and driving growth.

Your primary responsibility will be to contact Independent Outside Mortgage Agents (OMAs), present the value proposition, and secure appointments with the recruitment specialist.

Job Responsibilities:

  • Contact Independent Outside Mortgage Agents (OMAs): Conduct outreach to talented independent outside mortgage agents to invite them to join the network.
  • Present Value Proposition: Clearly and effectively communicate the benefits and value of joining the organization.
  • Set Appointments: If interest is shown, set appointments with the recruitment specialist to answer questions and initiate the onboarding process.
    • Main goal: Make outbound calls and secure confirmed appointments.
  • Maintain Pipeline: Keep track of potential agents who have not yet been reached.
  • Follow-Up: Follow up on any past missed opportunities identified by the recruitment specialist.
  • Appointment Confirmation: Ensure all appointments are confirmed by text or email at least 1 hour prior to the scheduled time.
  • Daily Reporting: Report daily results to the manager, including:
    • Number of outbound calls (minimum 60)
    • Number of voice-to-voice contacts (approximately 60%)
    • Number of appointments made (minimum of 2-4 confirmed daily, 1-2 for each recruitment specialist)


  • Excellent Communication Skills: Ability to convey information clearly and effectively.
  • Proficiency in MS Excel: Comfortable using MS Excel for data tracking and reporting.
  • Outbound Sales or Telemarketing Experience: Previous experience in outbound sales or telemarketing is required.
  • Resilience: Ability to handle rejection and overcome objections.
  • Independence and Teamwork: Capable of working independently as well as part of a team.
  • Goal-Oriented and Self-Motivated: Driven by achieving targets and success.
  • Working Schedule: 10 AM – 4 PM, Monday – Friday (Toronto Local Time)

System Requirements

  • At least 15mbps for main internet and at least 10mbps for backup
  • A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
  • Note: Back-ups should still be able to function when there is a power interruption
  • A webcam
  • Noise-canceling USB Headset
  • Quiet, Dedicated Home Office


  • Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
  • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
  • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
  • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
  • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
  • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

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