Outbound Survey Calling Agent

Position Overview

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