SmartScale360
Business Development Representative (Sales & Marketing Support)
SmartScale360, Poland, New York, United States
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)
#J-18808-Ljbffr
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)
#J-18808-Ljbffr