Casual About the Role We are seeking a Vendor Outreach Specialist to join our Palm Harbor team. This position is responsible for conducting outbound business-to-business calls to vendors of our clients to communicate changes to customer payment terms and explain the options available to them. This is a professional B2B outreach position, not traditional cold calling. The vendors contacted have existing business relationships with the companies involved and are open to discussing the changes and how they may impact their business. The ideal candidate is confident communicating with business contacts, comfortable working with technology and multiple systems, and able to consistently meet daily performance expectations. Strong organization, attention to detail, accountability, and a positive response to coaching are important to success in this role. Key Responsibilities Conduct daily outbound B2B calls to vendors on behalf of clients Clearly explain changes to customer payment terms and available options Build professional rapport with vendors and confidently answer basic questions Document call outcomes, conversations, and follow-up information accurately in Salesforce Navigate multiple computer systems while actively speaking with vendors Use copy/paste functions, data entry, and other basic computer functions efficiently Complete assigned daily outreach activities and meet performance expectations Maintain accurate and organized records of vendor interactions Adapt to changes in technology, processes, and procedures Participate in coaching and use feedback to improve performance Maintain consistent attendance and punctuality Protect confidential business and customer information
Qualifications Required:
Previous B2B sales, business-to-business outreach, call center, or similar phone-based experience Salesforce experience Strong computer skills and comfort working across multiple systems Ability to communicate professionally and confidently over the phone Ability to multitask while speaking with vendors and documenting information Knowledge of basic accounting or financial terminology Minimum typing speed of 35 WPM Ability to successfully complete basic computer and phone skills testing Strong attendance and punctuality Reliable transportation to the Palm Harbor office Must live within the Tampa Bay area
Preferred:
Experience in accounts receivable, accounts payable, collections, finance, or other accounting-related environments Additional CRM experience Experience working with business owners, vendors, suppliers, or other professional contacts College or business education What We're Looking For The successful candidate is someone who: Sets high standards for their own performance Takes ownership and accountability for daily responsibilities Is comfortable making outbound calls throughout the day Can stay organized while managing multiple tasks and systems Learns new technology and processes quickly Is receptive to constructive coaching and feedback Communicates clearly and professionally Is dependable, punctual, and consistent Maintains a positive and professional attitude in a structured, performance-driven environment Schedule & Work Environment Monday-Friday 10:00 AM-6:00 PM 8-hour day shift In-office position in Palm Harbor Casual dress code Reliable transportation required No weekend schedule Education A college degree or business education is not required, but is considered a plus.