Bilingual Phone Representative

About the role

Day-to-day, the role handles inbound and outbound calls to prospective families, guides them through onboarding, explains complex billing and insurance information, navigates objections and difficult conversations, and ensures patients complete post-call steps such as consent forms and diagnostic uploads. The representative also acts as liaison between families and providers and surfaces technical issues to product and engineering. Success means a smooth onboarding experience, consistently met scheduling and sales targets, and reliable feedback loops across teams.

What you'll do

• Client Relationship Management & Strategic Partnership (35%)
• Establish and maintain strong relationships with assigned clients, becoming their trusted point of contact
• Understand clients' business goals, challenges, and needs through regular discovery and consultation
• Act as strategic partner offering proactive solutions aligned with client objectives
• Communicate regularly with clients via email, phone, video conferences, and other channels
• Provide guidance on how clients can best utilize solutions to meet their specific needs
• Build rapport and ensure clients feel valued, supported, and heard throughout their journey
• Handle incoming inquiries, support tickets, and scheduling requests promptly and professionally
• Client Onboarding & Product Adoption (30%)
• Assist new clients during onboarding, ensuring smooth implementation and setup
• Provide education and training on product features, benefits, and best practices
• Conduct product training sessions to ensure clients are proficient in using offerings
• Guide clients through initial setup with clarity about services, procedures, and expectations
• Facilitate enrollment and verify that all documentation is accurate and complete
• Monitor early adoption patterns and provide proactive support during critical first 90 days
• Ensure clients achieve early wins and understand value proposition clearly
• Account Growth & Performance Monitoring (20%)
• Monitor and analyze client usage data to identify trends, opportunities, and potential issues
• Identify opportunities for upselling or cross-selling additional products or services
• Collaborate with sales teams to explore potential growth avenues and expansion opportunities
• Track and report key performance metrics related to client success and engagement
• Proactively address underutilization or engagement drops before they lead to churn
• Present business reviews showcasing ROI, usage insights, and recommendations
• Drive account expansion through strategic consultation and value demonstration
• Issue Resolution & Cross-Functional Collaboration (10%)
• Act as liaison between clients and internal teams (product, engineering, operations, billing) to resolve issues
• Troubleshoot technical problems and escalate concerns appropriately while maintaining client confidence
• Ensure timely and satisfactory issue resolution to maintain client satisfaction
• Partner with Care Operations, Revenue Operations, and other teams to optimize workflows
• Work cross-functionally to address client needs and remove barriers to success
• Advocate for clients internally, ensuring their voice influences product and process decisions
• Documentation, Reporting & Process Improvement (5%)
• Maintain up-to-date client interaction records in CRM and management systems
• Gather client feedback to help improve products, services, and internal processes
• Create and maintain reports on client success metrics and KPIs
• Identify opportunities to improve internal workflows and contribute to operational efficiency
• Support compliance requirements (HIPAA in healthcare contexts) and maintain confidentiality
• Document best practices, success stories, and lessons learned for team knowledge sharing

Requirements

• Proven experience in outbound and inbound phone-based sales or telemarketing
• Native or C1+ Spanish (CEFR) and C1+ English (CEFR) for bilingual, patient-facing communication
• Hands-on experience with CRM or sales software (Salesforce, HubSpot, or comparable)
• Experience with telephony or customer service platforms (Zendesk or equivalent)
• Demonstrated track record of meeting or exceeding individual sales or call-volume targets
• Experience clearly explaining billing, insurance, or other complex financial information to customers
• Proficiency with Google Workspace and Slack

About Pearl Talent

Pearl Talent is a talent placement company that recruits remote workers, trains them to work effectively with AI tools, and places them as managed contractors with client companies — across roles ranging from client-facing positions to software engineers and executive assistants. The company is roughly 50 people managing a few hundred placed contractors, growing into new verticals, with clients spanning venture-backed tech and healthcare sectors. They emphasize community-building (events, culture) alongside the placement business itself.

Visit Pearl Talent→

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