Customer Service Sales Consultant (contract)

Location: 1150 W Washington St, Tempe, AZ or Dallas, TX • Duration: 3 months • Work Engagement: W2 • Work Schedule: 3 days in office / 2 days remote

About the role

We are seeking a detail-oriented and customer-focused professional to support a lead qualification and sales handoff program.

Responsibilities

• Contact referred customers to confirm business needs.
• Manage and track leads through the CRM system.
• Document customer interactions and referral details accurately.
• Schedule appointments and coordinate handoffs to Sales Consultants.
• Follow up on customer documentation, signatures, and onboarding activities.
• Support contract validation and underwriting processes.
• Participate in feedback sessions and process improvement initiatives.
• Maintain strong pipeline management and status reporting.

Requirements

• Applicants must be authorized to work for ANY employer in the U.S. (no visa sponsorship available).
• Experience in customer service, sales support, customer success, contact center, or similar environments.
• Strong outbound calling and customer follow-up experience.
• Experience managing customer pipelines and CRM systems.
• Excellent organizational, communication, and multitasking skills.
• Proficiency with Microsoft Excel and Microsoft Office applications.

Preferred Qualifications

• Bilingual Spanish.
• Experience with underwriting, loan processing, contract support, or documentation collection.
• Background in business banking, account management, or client services.

Benefits

• Health Insurance
• Life insurance
• 401K
• Voluntary Benefits