Finance & Sales Development Specialist – Freelance, Remote

Finance & Sales Development Specialist – Freelance, Remote
Department: Boutique Client
Employment Type: Full Time
Location: Philippines
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
About the Client
Our client is a leading provider of complimentary utility connection services for homeowners and tenants across the USA. They offer a one-stop solution for setting up essential home services including electricity, internet, TV, and security systems. As a customer-focused organization, they simplify the utility setup process while maintaining high service standards at no cost to their users.
Why does this role exist?
We are seeking a Finance & Sales Development Specialist to manage both our internal financial operations and external sales development initiatives. This dual-role position is crucial for maintaining operational efficiency while driving business growth through qualified lead generation. The role supports our mission of seamless utility setup services by ensuring smooth internal processes and expanding our customer base.
The Impact you’ll make
Financial Operations

Process payroll for the organization

Manage bookkeeping responsibilities

Maintain accurate financial records

Sales Development

Conduct outbound calls to qualify leads from provided lists

Identify potential customers’ utility setup needs

Convert qualified leads into service users

Customer Service

Handle inbound phone calls from potential customers

Assist with utility service setup inquiries

Provide information about available service packages

Administrative Support

Coordinate with utility service providers

Maintain accurate customer records

Support general administrative tasks as needed

Skills, Knowledge and Expertise
Required:

Minimum 1 year of experience in payroll processing or bookkeeping

Proven track record in sales development or lead qualification

Strong phone communication skills with native-level English proficiency

Experience with US business operations and utility services

Proficiency in basic accounting and financial software

WFH Set-Up:

Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.

Internet speed of at least 40MBPS

Headset with an extended mic that has noise cancellation and a webcam

Back-up computer and internet connection

Quiet, dedicated workspace at home

Your Superpowers:
Technical Skills:

Financial management tools

CRM software

MS Office Suite

Phone systems

Soft Skills:

Excellent verbal communication

Strong attention to detail

Multi-tasking abilities

Problem-solving mindset

Self-motivated work ethic

You should apply if…

You thrive in roles requiring both analytical and people skills

You’re comfortable switching between detailed financial work and dynamic sales tasks

You have a passion for helping people solve problems

You’re organized and can manage multiple priorities effectively

You enjoy working independently while contributing to team goals

What to expect…
Work Setup:

Remote position

Must have a reliable internet connection and a quiet workspace

Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

Monday to Friday, working within US business hours (timezone to be determined by the client)

***40 hours a week (subject to change depending on the client)

Compensation:

$7 per hour

No benefits package included

Benefits

Magic