Outbound Referral Administrator

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🕒 May 20

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Delegate CX

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🎯 Recruiter

🏢 Enterprise

B2B • Recruitment • Enterprise

Delegate CX is a company that specializes in helping U. S. businesses scale their teams by providing highly-trained global talent. Through their proprietary 4D process and comprehensive training programs, they streamline the hiring and onboarding processes, making it easier and more cost-effective for companies to grow. Delegate CX emphasizes integrating their outsourced, full-time hires seamlessly into the client company’s teams, providing an additional layer of support for continued business growth.

📋 Description

• Work directly with advisors to collect sufficient information to create thoughtful agent assignments & connections on outgoing referrals. • Place outbound referrals within 2 hours of receiving client info from the advisor. • Ensure International referrals are followed up on within 24-hours of placement with affiliate companies to ensure connectivity. • Utilize company calendar for follow-up including but not limited to follow-up for international referrals, staying within referral placement timelines. • Create & maintain fully-executed Referral Fee Agreements. • Conduct weekly/monthly follow-ups for each referral & provide updates to agents. • Coordinate the collection of payment for pending transactions. • Create broker files for each pending transaction. • Ensure correct referral fees are received by our accounting team in a timely manner & that referring agents are paid correctly. • Attend SIR Open House zoom meetings. • Attend regular networking zoom meetings with other participating SIR referral coordinators. • Create department files for incoming referral leads from select online referral programs (ex:: HomeStory, RocketHomes, Opcity). • Remind agents (weekly or semi-monthly) to update their leads in the lead program’s portals, offering to assist with the update entry if necessary. • Ensure correct referral fees are paid by our accounting team in a timely manner & that the referral programs are paid correctly. • Upload Relo breakdown, W9, and RFAs to transaction files for these leads. • Assign rental tours and assistance assignments from Porchlight to select agents in our Porchlight rental group. • Create and submit invoices to Porchlight for complete rental tours. • Create broker files for Porchlight rental tours. • Maintain meaningful relationships with other departments to create synergy within PSIR (ex: Accounting, Broker of Record, Sales Managers). • Attend weekly team meetings, monthly sales meetings, and regular Company Collabs, either in person or via Zoom should schedule permit.

🎯 Requirements

• College degree in Marketing, Business Administration, or any related field. • 1-3 years of Administrative, Customer Service, Data Entry, Administrative Assistant, or any related roles. • Ability to learn company-specific systems. • Thorough understanding of office management systems and procedures. • Proficient with Microsoft suite (Word, PowerPoint, Excel, Outlook) • Proficient with Google suite (Google sheets, Gmail etc.)

🏖️ Benefits

• work-from-home opportunities • travel allowances • meals