Customer Service Specialist

TL;DR

Customer Service Specialist (Financial Services): Handling call routing and lead triage for a financial services pilot project with an accent on lead qualification and pipeline management. Focus on confirming business needs, routing confirmed leads to sales consultants, and maintaining detailed contact tracking.

Location: Tempe, AZ. Must be based in Tempe, AZ; schedule is 3 days a week in office (Tue-Thurs) and 2 days WFH (Mon, Fri). During the first month of training, presence in office is required 5 days a week.

Salary: Up to $24 per hour

Company

hirify.global is a professional staffing agency providing contingent resource assignments for corporate clients.

What you will do

• Perform call routing, referral assignment, and phone prioritization.
• Triage retail leads by contacting customers to confirm business needs.
• Route confirmed and qualified leads to dedicated sales consultants.
• Manage the pipeline including tracking contact attempts and scheduling calls.
• Maintain succinct and detailed note-taking within the referral system.
• Participate in weekly feedback sessions to evaluate and optimize the triage model.

Requirements

• Must be eligible to work on a W-2 basis only (No C2C or 1099).
• 6+ months of experience in Customer Service, Financial Services, or a Contact Center.
• Must be able to commute to the Tempe, AZ office according to the hybrid schedule.

Nice to have

• Bilingual Spanish proficiency.

Culture & Benefits

• Hybrid work model after the initial training period.
• 6-month contract duration.
• Opportunity to work on a pilot project and provide direct feedback for process improvement.