Homeoffice Surrogate Advisor presso Circle Surrogacy

Position Summary

Are you in a sales role but wishing your work made a more meaningful impact? At Circle Surrogacy, we believe everyone deserves the opportunity to have a family — and our Surrogate Advisors are on the front lines of that mission. This role is all about people. If you thrive on conversation, love picking up the phone, and get energy from helping others solve problems, you’ll feel right at home here. 

As a Surrogate Advisor, you’ll use your communication and relationship-building skills to guide potential surrogates through the early stages of their journey. From the very first conversation, you’ll be helping someone explore the life-changing decision to become a surrogate, while ensuring they feel supported, informed, and understood.

This is a highly visible, goal-oriented role with a focus on outreach, connection, and lead conversion. If you love connecting with people over the phone, thrive in a fast-paced team environment, and are motivated by both mission and metrics, this may be the perfect opportunity for you. This position is bonus eligible in addition to a competitive salary.

Essential Job Functions

• Meet and exceed weekly, monthly, and quarterly goals for lead conversion.
• Engage and follow up with prospective surrogates through phone, text, and email to drive progress through the application funnel.
• Serve as a brand ambassador, representing Circle’s mission with professionalism and empathy.
• Track applicants through each stage of the prescreening and screening process, ensuring timely movement toward departmental goals.
• Review applications and gather additional information needed for evaluation.
• Prepare prescreening paperwork for delivery to the Screening team.
• Maintain accurate data entry and documentation in CRM and shared systems.
• Collaborate with the Matching and Screening teams to ensure a smooth transition to surrogate matching with intended parents.
• Partner with colleagues across departments to streamline processes and keep systems accurate and up to date.
• Uphold Circle Surrogacy’s professional standards in all internal and external communications.
• Perform additional tasks and contribute to team projects as assigned.

Preparation, Knowledge, Skills & Abilities

• Prior experience in sales, customer service, or meeting high-demand quotas required.
• Bachelor’s degree preferred but not required.
• Strong verbal and written communication skills with a passion for relationship building.
• High attention to detail with the ability to multitask and prioritize.
• Strong problem-solving skills and critical thinking abilities.
• Experience in a fast-paced, deadline-driven environment.
• Familiarity with CRM databases (Salesforce, Sugar CRM, or equivalent) preferred.
• Self-starter with a goal-oriented growth mindset who thrives both independently and as part of a team.

Working Conditions/Physical Demands

• Remote work environment.
• Standard schedule: Monday–Friday, 9am–5pm EST (with flexibility after training).
• One weekend day required each quarter.
• Optional annual travel for company outing.

Benefits

• Personal fulfillment from directly helping families grow
• Competitive health plan (medical, dental, vision)
• 401(k) with company match
• “Take what you need” PTO policy
• Flexibility: hybrid, in-office, or fully remote (depending on location)
• Bonus eligibility

The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required. 

*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. 

To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. 

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable. 

North Star is an equal opportunity employer. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression. The law requires an employer to post notices describing the Federal laws prohibiting job discrimination based on race, color, sex, national origin, religion, age, equal pay, disability, veteran status, sexual orientation, and genetic information and gender identity or expression. Please visit https://www.eeoc.gov/employers/eeo-law-poster to visit the “EEO is the Law” poster.