We are seeking a Lead Follow-Up Specialist to support our sales and admissions efforts by following up with inbound leads and coordinating tours with our assisted living communities. This role is focused on timely, empathetic, and well-documented communication with prospective residents and their families, many of whom are navigating sensitive healthcare-related decisions. The ideal candidate is highly organized, detail-oriented, and comfortable handling a high volume of follow-up through phone, email, and text.
Key Responsibilities
* Follow up with inbound leads generated through the CRM and other channels
* Contact prospects via phone calls, emails, and text messages to provide information and guide next steps
* Schedule and coordinate community tours with branch teams
* Accurately document all interactions, updates, and outcomes in the CRM (VIA)
* Maintain organized and up-to-date lead records, ensuring data accuracy and completeness
* Ensure timely follow-up and adherence to internal service level expectations
* Communicate professionally and empathetically with families considering assisted living options
* Collaborate closely with sales and admissions teams to ensure a smooth handoff and consistent experience
* Identify and elevate any issues or questions that require additional support
Qualifications
* Advanced English proficiency (spoken and written)
* Experience working with US-based clients or customers
* Previous experience in lead follow-up, inside sales, customer service, or a similar client-facing role
* Hands‑on experience using CRM systems (HubSpot, Salesforce, Zoho, or similar platforms); experience with proprietary CRMs is a plus
* Strong attention to detail and ability to manage multiple leads simultaneously
* Excellent communication and interpersonal skills, with a high level of empathy
* Comfortable handling frequent phone‑based interactions
Preferred Qualifications
* Experience scheduling appointments, tours, or consultations
* Background in service‑oriented or customer‑centric environments
* Familiarity with text‑based customer outreach tools
Benefits
* 🎄 Christmas Bonus: 30 days, to be paid in December.
* 🩺 Major Medical Expense Insurance: Coverage up to $20,000,000.00 MXN.
* 🩹 Minor Medical Insurance: VRIM membership with special discounts on doctor’s appointments and accident reimbursements.
* 😁 Dental Insurance: Always smile with confidence!
* 💼 Life Insurance
* 🌴 Vacation Days: 12 vacation days.
* + 📅 Floating Holidays: 3
* 📱Cell Phone Reimbursement & Transportation Subsidy.
* 🌐 Hybrid Scheme: Enjoy the best of both worlds, remote and in-office work.
* 🌍 Multicultural Exposure: Work with operations within Mexico and the United States.
* 🎉 MezTal Internal Events: Strike a healthy balance between your professional and personal goals.
* 💸 Exclusive Discounts: Benefits with different companies for being part of MezTal.
* 📚 Academic Agreements: Access to national universities and language schools.
* 🚀 Career Growth: We will search for the best conditions for progressing in your career.
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