Customer Service Specialist (Bilingual Spanish)

TL;DR

Customer Service Specialist (Spanish): Contacting prospective customers to confirm business needs and routing qualified leads to Sales Consultants with an accent on lead triage and CRM management. Focus on managing high-volume outbound calls, coordinating warm handoffs, and ensuring accurate pipeline tracking.

Location: Hybrid (Tuesday-Thursday onsite in Tempe, AZ or Dallas, TX; Monday and Friday remote)

Salary: $21 - $23 per hour

Company

hirify.global is a professional services and staffing firm providing specialized talent solutions and consulting across various industries.

What you will do

• Conduct outbound calls to prospective customers to confirm business needs and interest.
• Triage incoming retail and DIB leads and route confirmed opportunities to Sales Consultants.
• Maintain accurate pipeline and referral records using manual tracking and CRM updates.
• Coordinate warm handoffs and schedule appointments between customers and sales teams.
• Provide regular status reports on referral activity and participate in pilot feedback sessions.
• Collaborate with internal teams including underwriting, contract validation, and sales.

Requirements

• Experience in customer service, sales support, or contact center operations.
• Proven experience managing customer leads, referrals, or a customer pipeline.
• Strong background in outbound calling and customer follow-up.
• Proficiency in documenting interactions within CRM systems and using Microsoft Excel.
• Ability to work in a hybrid model in Tempe, AZ or Dallas, TX.

Nice to have

• Bilingual communication skills in Spanish.
• Experience in business banking, financial services, or loan processing.
• Previous experience as an Intake, Referral, or Operations Coordinator.

Culture & Benefits

• Access to medical, dental, and vision insurance for full-time consultants.
• 401K contributions.
• Paid Time Off (PTO) and sick leave.
• Hybrid work schedule with two remote days per week.