Sales Qualification Specialist (Intro Calls & Routing)

Role Summary

We’re looking for a Sales Qualification Specialist to run our intro + qualification calls, conduct a structured needs analysis using our script, and make clear go/no-go routing decisions. This role is not responsible for pricing or closing—your goal is to qualify leads and hand off sales-ready opportunities to the director for proposal and closing.

Key Responsibilities

• Handle inbound lead intro calls and initial engagement
• Run structured qualification + needs analysis using a provided script
• Identify customer pain points, timeline, budget range (if applicable), decision-makers, and fit
• Apply a clear ICP + qualification framework to decide go/no-go
• Route qualified leads to the director with clean call notes + next-step summary
• Maintain accurate tracking in CRM / pipeline sheet (status, notes, outcomes)
• Follow up on no-shows and rescheduling to protect pipeline flow

Succe...