Junior Sales Manager role focused on customer acquisition and relationship management in financial advisory. Join a team with over 40 years of experience in property and financial consultancy.
About the role
- BDM Assistant supporting sales operations for The Backroom Offshoring Inc., focusing on prospecting and administrative support tasks. Handling cold calls and maintaining CRM records for effective lead management.
Responsibilities
- Research and build targeted prospect lists for accounting firms in NZ, AU, UK, and the US
- Conduct outbound cold calls to introduce services and start first conversations
- Ask discovery questions to qualify prospects and gather relevant information
- Handle basic objections professionally and confidently
- Book qualified meetings for the Business Development Manager
- Record detailed call notes, outcomes, and next steps in the CRM
- Maintain clean, accurate, and up-to-date CRM records
- Manage follow-ups to ensure no leads are missed or forgotten
- Prepare prospect lists, call reports, and outreach summaries
- Support email follow-ups, calendar coordination, and meeting preparation
- Assist with internal sales trackers and documentation
- Use CRM systems (e.g. HubSpot), spreadsheets, dialers, and email tools daily
- Follow defined sales processes and scripts while keeping conversations natural
- Ensure data accuracy, consistency, and strong follow-through at all times
- Report weekly activity metrics (calls made, conversations, meetings booked)
Requirements
- Strong English communication skills—clear, confident, and professional on calls
- Conversation-savvy; able to engage prospects naturally and listen actively
- Detail-oriented with high accuracy in data entry and task execution
- Tech-savvy and comfortable learning CRM systems and sales tools
- Resilient mindset; comfortable with cold calling and rejection
- Organised and reliable; able to manage tasks independently in an offshore setup
- Bachelor’s degree in any field
- Fresh graduates are encouraged to apply
- Any exposure to sales, customer service, call centre work, internships, or campus leadership is an advantage but not required
Benefits
- HMO on Day 1 + Free coverage for 2 dependents after 2 years
- Life Insurance
- Government-mandated benefits
- 20 Annual Leave Credits
- 13th-month pay
- Birthday & Bereavement Leave
- Travel Subsidy
- Staff House Accommodation (within certain distance)
- Free Shuttle Service
- Free Lunch & Uniform
- Perfect Attendance Bonus
- Onboarding Training
- Monthly Engagement Activities
- Birthday Gift & Weekly Treats
- Christmas Hamper & Anniversary Gift
- Opportunity to Travel
- Referral Bonus Refer a friend and get up to PHP 8,000 via GCash for every successful hire in this role!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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