Funnel Agent (Bilingual - English/Spanish)

Who We Are
CatalyzeX is a business process outsourcing specialist that combines process expertise with top offshore talent, delivering the best value outcomes for its clients. As an incubator of cutting-edge services, software, and AI brands, we partner with forward-thinking firms in e-commerce, legal, healthcare, and software sectors to deliver human-centric solutions that truly make a difference.

What You'll Do
As a Bilingual Funnel Agent, you'll guide candidates through the entire marketplace onboarding journey — from first outreach to full activation — making sure qualified applicants complete every step and don't fall out of the pipeline. In this role, you'll also support Spanish-speaking candidates, ensuring they receive the same seamless experience in their preferred language.

• Reach out to prospective service providers via phone, SMS, and email — in English and Spanish as needed — and follow up with applicants who have incomplete requirements
• Educate candidates on the onboarding process, requirements, and next steps, keeping them engaged and reducing drop-off
• Guide applicants through each stage: application review, virtual assessments, background check initiation, agreement signing via DocuSign, and account activation
• Monitor candidate progress, proactively flag stalled applications, and re-engage inactive applicants
• Initiate and track background checks, review adjudication outcomes against set guidelines, and notify candidates using approved templates
• Keep candidate statuses accurate and up to date across all systems (Zoho, Airtable, and platform dashboards)
• Manage your assigned queues and dashboards throughout your shift, prioritizing aging candidates that need attention
• Coordinate with internal operations, support, and leadership teams, and hand off activated candidates cleanly
• Escalate blockers and policy questions promptly rather than letting candidates stall

Who You Are

• Fluent in both English and Spanish — written and verbal (this is a strict requirement for this role)
• Excellent customer service orientation with genuine empathy and professionalism
• Highly detail-oriented and accurate, especially with data entry and status tracking
• Able to multitask, prioritize, and stay organized across several tools at once
• Comfortable working independently in a fast-paced, high-volume environment
• Solid problem-solver who takes ownership and follows through
• Adaptable and willing to support changing business needs
• Prior experience in onboarding, customer support, BPO, or recruitment coordination is an advantage
• Familiarity with tools like Zoho, Airtable, Checkr, RingCentral, or DocuSign is a bonus (training provided)

Technical Requirements

• Internet connection: High-speed internet required — minimum 20 Mbps or fiber connection
• Computer / laptop: Must be a genuine, supported business laptop with built-in hardware security and full-disk encryption enabled. Unsupported, modified, bypass-installed, rooted, or jailbroken operating systems are not permitted.
  • Windows: Windows 11 (preferably Windows 11 Pro), 2021 model or newer, with TPM 2.0 enabled and BitLocker / Windows Device Encryption turned on
  • Mac: Apple MacBook / Mac, 2020 model or newer, preferably Apple Silicon (M1 or newer), running a supported macOS version with FileVault enabled
• RAM: Minimum 8 GB (16 GB preferred)
• Noise-canceling headset
• Power and internet backup required

Rates + Expectations

• Rate: $6.00/hr
• Full-time, US time zone availability
• Adhere to established SLAs for outreach and queue management
• Maintain accurate, up-to-date candidate records and use approved templates
• Performance measured on activation volume, conversion rate, candidate response rate, aging backlog recovery, SLA adherence, and quality of system updates

If you're eager to seize this opportunity and ready to leave your mark, please submit your application through our Careers Page. Note that only applications submitted using the career page form will be considered. Thank you.

Originally posted on Himalayas