About the Company
Gateway Mortgage Group, a division of Gateway First Bank, is a leading financial institution dedicated to providing comprehensive mortgage solutions. Headquartered in Tulsa, Oklahoma, we are committed to innovative service, client success, and fostering a collaborative, growth-oriented environment for our employees. While our core business is mortgages, we leverage cutting-edge B2B technology to streamline operations, enhance client experiences, and empower our teams. This role supports our strategic adoption and integration of these critical software solutions.
Job Description
We are seeking a highly motivated and detail-oriented Work From Home: Software Demo Booker to join our dynamic team. This is a 100% remote position focused on scheduling product demonstrations for our B2B software solutions, which are integral to our operational efficiency and client service. You will be responsible for identifying potential internal stakeholders or external partners, qualifying leads, and expertly coordinating software demo appointments for our sales and implementation teams. This role requires excellent communication skills, a proactive approach, and a strong understanding of how technology drives business value.
Key Responsibilities
- Conduct outbound outreach (email, phone) to identify and qualify potential demo attendees.
- Effectively communicate the value proposition of our B2B software solutions to pique interest.
- Schedule and confirm software demonstration appointments for internal teams or external partners.
- Maintain accurate and detailed records of all outreach activities and demo bookings in our CRM system.
- Collaborate closely with sales and marketing teams to align on target demographics and messaging.
- Follow up on assigned leads to ensure maximum conversion to booked demos.
- Provide feedback to marketing and product teams on common inquiries and areas of interest.
- Meet or exceed monthly and quarterly demo booking targets.
Required Skills
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities.
- Proficiency with CRM software (e.g., Salesforce, HubSpot).
- Comfortable with technology and quick to learn new software applications.
- Self-motivated and able to work independently in a remote environment.
- Ability to articulate complex information clearly and concisely.
- Demonstrated ability to meet targets and deadlines.
- Basic understanding of B2B concepts and sales cycles.
Preferred Qualifications
- Previous experience in an outbound calling, telemarketing, or appointment setting role.
- Familiarity with financial services or mortgage industry.
- Experience with video conferencing tools (e.g., Zoom, Google Meet).
- A knack for building rapport and engaging prospects.
- Associate's or Bachelor's degree in Business, Marketing, or a related field.
Perks & Benefits
- Competitive annual salary.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and holidays.
- Flexible work-from-home schedule.
- Opportunities for professional development and career growth.
- Supportive and collaborative remote team environment.
- Access to cutting-edge B2B software and tools.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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