Work with FirstQuarter

Become a certified FirstQuarter desk agent.

FirstQuarter works with trained remote agents who can support U.S.-market founders with eligible lead callbacks, inbound call handling, permissioned follow-up, demo booking, and CRM-style notes.

This is a controlled agent network. Applying does not guarantee work. Approved agents must pass screening, training, certification, and quality review before handling live client work.

What agents help with

  • Eligible lead callbacks
  • Permissioned outbound follow-up
  • Inbound call handling when assigned
  • Demo and meeting scheduling
  • CRM-style call notes
  • Missed-call follow-up
  • Support issue intake for higher certification levels

No purchased-list cold calling is part of the standard FirstQuarter workflow.

Who should apply

  • Clear spoken English
  • Professional phone manner
  • Reliable internet and a quiet workspace
  • Comfortable with U.S. business hours
  • Sales, customer support, BPO, SDR, receptionist or appointment-setting experience
  • Careful note-taking
  • Calm under pressure
  • Willing to follow approved scripts and compliance rules

Certification path

  1. Step 1

    Apply

    Submit the application below with your availability and experience.

  2. Step 2

    Voice and experience screening

    We review spoken English, clarity and prior call work.

  3. Step 3

    Roleplay and CRM note test

    A short scenario call plus a written call-note exercise.

  4. Step 4

    Training and certification

    Approved scripts, compliance rules and desk workflow.

  5. Step 5

    Probation calls with quality review

    Monitored calls before any standard assignment.

Only certified agents can handle live FirstQuarter work.

Agent levels

ApplicantTraineeStarter Callback AgentLead Response AgentOperations AgentSenior / Dedicated Desk Agent

Certification level controls what type of work an agent can be assigned.

Pipedrive Academy requirement

FirstQuarter agents work inside a Pipedrive-based sales operations process. Before certification, applicants must complete selected Pipedrive Academy courses. Course completion is a prerequisite, not automatic approval. FirstQuarter certification is separate and requires our own voice screen, mock callback, CRM note exercise, compliance test, and probation review.

Pipedrive Academy completion is required as a prerequisite. Pipedrive does not certify FirstQuarter agents: FirstQuarter certification is separate and controlled by FirstQuarter.

Application form

Identity, payment, and contract details are requested later only if you advance in the process.

Preferred work type (optional)
Pipedrive Academy progress

Use the course links above, then enter the Academy email and proof/progress link below.

A certificate link is optional for now. Pipedrive Academy completion is required as a prerequisite. Pipedrive does not certify FirstQuarter agents: FirstQuarter certification is separate and controlled by FirstQuarter.

FirstQuarter may work with independent contractors, vendors, employees, or partner organizations depending on country, role, and legal requirements. Application review does not create an employment relationship or guarantee paid work.

Do not submit sensitive identity documents, bank details, or tax information in this form. Those details are requested later only if needed for an approved next step.