Customer Support & Follow-Up Specialist

Availability required:
- Option 1 (Monday – Friday):
- 9:00 AM – 5:00 PM EST
- Flexibility may be required based on workload and business demands

Job description:
The Customer Support & Follow-Up Specialist will support a high-performing sales representative by managing lead follow-ups, maintaining CRM accuracy, improving response times, and ensuring consistent customer communication.
This role is focused on maximizing pipeline efficiency, preventing missed opportunities, and enhancing the overall customer experience. The Customer Support & Follow-Up Specialist will act as an operational extension of the sales team, allowing sales agents to focus on closing deals.
This is not a closing or negotiation role. Instead, the position is responsible for follow-ups, coordination, organization, and client relationship management.
The idóneo candidate is proactive, highly organized, and customer-focused, with strong interpersonal skills and the ability to manage multiple conversations and tasks simultaneously.

Responsibilities:




- Perform immediate follow-up on newly assigned leads
- Confirm contact information and conduct basic qualification questions
- Execute structured follow-up sequences via calls, emails, and CRM activities
- Re-engage inactive or unresponsive leads
- Escalate highly interested (“hot”) leads to the sales representative
- Maintain accurate and updated CRM records, including notes, tags, and deal stages
- Identify stalled opportunities and prompt necessary next steps
- Ensure consistency and structure in CRM usage and data entry
- Schedule, confirm, and reschedule appointments for the sales agent
- Send reminders and ensure smooth coordination of meetings
- Prepare relevant context and information before scheduled calls
- Gather necessary information to support the quoting process
- Draft emails and organize attachments for review by the sales representative
- Monitor missed calls and ensure prompt follow-up
- Log

📌 Customer Support Specialist (México)
🏢 Solvo Global Careers
📍 México