Sales Qualification Specialist (Intro Calls & Routing)

Job Description

Role Summary

We’re looking for a Sales Qualification Specialist to run our intro + qualification calls, conduct a structured needs analysis using our script, and make clear go/no-go routing decisions. This role is not responsible for pricing or closing—your goal is to qualify leads and hand off sales-ready opportunities to the manager for proposal and closing.

Key Responsibilities

• Handle inbound lead intro calls and initial engagement
• Run structured qualification + needs analysis using a provided script
• Identify customer pain points, timeline, budget range (if applicable), decision-makers, and fit
• Apply a clear ICP + qualification framework to decide go/no-go
• Route qualified leads to the team with clean call notes + next-step summary
• Maintain accurate tracking in CRM / pipeline sheet (status, notes, outcomes)
• Follow up on no-shows and rescheduling to protect pipeline flow

Success Metrics

• % of calls completed vs scheduled
• Qualification accuracy (high-fit leads passed to closing)
• Speed of routing + quality of handoff notes
• Reduced time spent on low-fit calls

Requirements

• Strong spoken English (bonus: Mandarin/Japanese)
• Comfortable on video/phone calls and speaking with business owners
• Ability to follow scripts while sounding natural and confident
• Organized, fast note-taking, and strong attention to detail
• Calm under pressure + professional client handling

Nice-to-Have

• Experience in lead qualification / SDR / sales support roles
• Familiarity with service-based businesses (marketing, digital, consulting)
• Experience using HubSpot / Notion / Google Sheets

What You’ll Get

• Clear scripts + qualification framework
• Training and shadowing support
• Growth pathway into deeper sales roles if performance is strong