Overview
The Business Development Representative (BDR) serves as a Sales & Marketing Support Specialist for SmartScale360's U.S.-based client in the home care industry. This role focuses on building meaningful connections through outbound calls, managing referral relationships, and ensuring accurate data entry across sales tracking systems.
As a BDR, you will act as a virtual assistant to multiple members of the sales and marketing team, providing administrative, research, and coordination support that ensures smooth day-to-day operations.
Key Responsibilities
Outbound & Lead Engagement
- Make outbound calls to referral sources, prospective partners, and contacts to establish professional, consultative relationships.
- Maintain consistent and detailed records of all interactions within the client's CRM, WellSky system, or Google Sheets portal.
- Ensure accurate documentation of lead status, progress, and follow-up notes.
Administrative & Sales Support
- Consolidate and organize notes from calls, emails, and other communication channels.
- Assist the sales and marketing team in scheduling appointments, event planning, and research activities.
- Maintain up-to-date tracking sheets, ensuring sales performance and referral data remain accurate and complete.
- Support coordination between sales representatives, marketing staff, and client leadership for ongoing initiatives.
System Management & Reporting
- Manage and update data within spreadsheets or CRM platforms.
- Help organize referral sources and customer information for sales reporting and performance tracking.
- Contribute to potential system transitions from spreadsheets to CRM software by providing input and maintaining data integrity.
Tools and Platforms
- Google Sheets Sales tracking and reporting
- WellSky Referrals, scheduling, and intake tracking
- Microsoft Teams & Outlook Communication and scheduling
- CRM Tools Data management and progress monitoring
Qualifications
Must-Haves:
- Excellent command of English with professional communication skills (verbal and written)
- Prior experience in outbound calling, CRM usage, and high-volume lead outreach
- Strong organizational skills with attention to accuracy and detail
- Ability to manage multiple sales and marketing members simultaneously
- Reliable, proactive, and capable of working independently in a remote setting
Nice-to-Haves:
- Experience in the home care, healthcare, or senior services industry
- Familiarity with sales tracking tools, CRM migrations, or reporting automation
- Administrative or executive assistant background supporting U.S.-based teams
- Basic data analysis or spreadsheet automation skills
Personality Traits
- Professional, patient, and empathetic communicator
- Reliable, mature, and consistent in performance
- Comfortable engaging with elderly prospects, caregivers, or referral partners
- Adaptable to evolving systems and team structures
Work Schedule & Benefits
- Location: Remote (Philippines-based applicants only).
- Salary:PHP 40,000 (plus commissions & bonuses)
- Supportive & Collaborative Work Environment
- Opportunities for Career Growth
- Join our team and play a key role in ensuring seamless caregiver scheduling and exceptional patient care!
- Learn more about us at www.smartscale360.com
- Follow Us on LinkedIn for Career Updates! (https://www.linkedin.com/company/smartscale360careers)
