Outbound Survey Calling Agent

Position Overview

- Role: Outbound Survey Calling Agent / Survey Research Executive.
- Purpose: Conduct structured B2B phone surveys.
- This is a research/survey calling role.
- The agent will speak with business professionals, conduct the approved questionnaire, accurately record responses, and maintain required call dispositions.
- Work mode: Work from office.
- Shift: Night shift, following the US holiday calendar.

Key Responsibilities
- Make outbound calls to contacts provided by the client/project team.
- Use the approved survey opening and questionnaire without altering or leading questions.
- Identify and engage appropriate business respondents based on the survey screening questions.
- Conduct the survey professionally and capture responses accurately in the CRM, survey platform, or tracker.
- Record call outcomes, follow-ups, and required dispositions after each call.
- Handle respondent questions using only approved project information.
- Meet daily productivity and quality expectations while maintaining a professional respondent experience.

Required Candidate Profile
- 1–3 years of experience in outbound calling, telecalling, B2B calling, market research, survey calling, lead generation.
- Excellent spoken English with clear pronunciation and professional telephone etiquette.
- Strong listening, questioning, and conversation skills.
- Comfortable speaking with business professionals and decision-makers.
- Able to follow a structured script/questionnaire accurately and remain neutral while collecting responses.
- Good typing, data-entry, and basic Excel/Google Sheets skills.
- Comfortable working with CRM, dialer, survey, or call-tracking platforms.
- Patient, persistent, detail-oriented, and comfortable with repeated outbound calling.

Preferred Experience
- B2B outbound calling or market research/survey campaigns.
- Lead generation or appointment-setting experience.
- Experience speaking with senior business stakeholders.
- Exposure to technology, SaaS, security, retail, loss prevention, or operational intelligence topics.

Important Skills for Recruitment to Assess

- Spoken English and clarity.
- Confidence and professional phone presence.
- Ability to conduct a mock survey naturally while following the script.
- Ability to handle rejection and objections without becoming argumentative.
- Ability to capture responses accurately during a live call.
- Ability to avoid influencing or suggesting answers to respondents.

Recruitment Screening

- Ask the candidate to briefly describe their outbound/B2B calling experience.
- Confirm experience with structured scripts, surveys, CRM/data entry, or dealers.
- Assess clarity, confidence, listening ability, neutrality, and ability to follow the questionnaire.
- Do not prioritize candidates solely on sales experience; survey accuracy and communication quality are key.

Key Performance Expectations

- Daily calling attempts: approximately 50–60.
- Survey completion target: approximately 25–30 per day at the campaign level, subject to contactability.
- Maintain accurate CRM/tracker updates and required call dispositions.
- Maintain script adherence, call quality, data accuracy, and SLA/turnaround compliance.

Training

- Training will cover the survey questionnaire, approved opening, project background, respondent handling, CRM/tracker process, dispositions, and quality requirements.
- Agents must complete project training before beginning live.

### Requirements
Outbound calling, Telecalling, B2B calling, Market research, Lead generation or Survey calling