Where can you find qualified {role_name}?

What are the best practices for headhunting {role_name}?

"Find Talent Quickly" – Leverage Headhunting and Referrals

Learn More  ->Get a demo

How to shortlist candidates?

Once you have started to get applications from applicants, a thorough screening process and shortlisting of prospects will help you make the most of your time spent with the most qualified ones. 

Automated shortlisting tools :

Automated screening quickly filters out unqualified candidates, saving time for manual review. This allows the manual process to focus on the most promising candidates, ensuring the best ones are considered for further evaluation.

Screening questions to auto-shortlist based on predefined criteria

like qualifications, location, experience, and skills. Either use job board or use an ATS such as whitecarrot. Here are some questions for {role_name}

• Qualification and Experience:
  
  • How many years of experience do you have in Account Management? (Auto-reject: Less than 2 years)
  • Do you have experience with CRM software like Salesforce or HubSpot? (Auto-reject: No)
• Location and Flexibility:
  
  • Are you located in [specified location] or willing to relocate/work remotely? (Auto-reject: No)
• Skill-Based Questions:
  
  • How proficient are you in upselling and cross-selling strategies? (Auto-reject: Below Intermediate)

Skill based question to auto shortlist candidate

Analyze the skill test data to automatically shortlist top-performing applicants. (recommended screening test time - 15 minutes). Here are some skill test questions for {role_name}

Communication Skills

Ability to clearly convey information and handle client interactions.

• Q: What’s the most effective method to manage client dissatisfaction?
  
  • A) Ignore the issue
  • B) Escalate immediately
  • C) Listen actively and respond empathetically (Correct Answer)
• Q: Effective communication primarily requires:
  
  • A) Talking frequently
  • B) Listening actively (Correct Answer)
  • C) Sending many emails
• Q: Clarity in communication helps to:
  
  • A) Confuse clients
  • B) Build trust and credibility (Correct Answer)
  • C) Reduce client interactions

CRM Software

Knowledge of client relationship management tools.

• Q: Salesforce CRM is primarily used for:
  
  • A) Financial accounting
  • B) Managing client relationships (Correct Answer)
  • C) Technical support only
• Q: A CRM primarily helps Account Managers by:
  
  • A) Automating client invoicing
  • B) Streamlining client communication (Correct Answer)
  • C) Designing marketing campaigns
• Q: Data entry accuracy in CRM is critical because:
  
  • A) It enhances sales forecasting (Correct Answer)
  • B) It reduces the need for meetings
  • C) It minimizes client interactions

Problem-Solving

Effectively resolving client issues.

• Q: The best first step in resolving a client issue is:
  
  • A) Immediately offering a refund
  • B) Clearly understanding the problem (Correct Answer)
  • C) Ignoring the complaint
• Q: Effective problem-solving involves:
  
  • A) Quickly assigning blame
  • B) Identifying the root cause (Correct Answer)
  • C) Avoiding client interactions
• Q: Problem-solving skills primarily help in:
  
  • A) Increasing product sales
  • B) Enhancing client satisfaction (Correct Answer)
  • C) Reducing teamwork

Note - Auto reject candidates if scores less than 70% in this section

One way video interview

Use tools like hirevue, whitecarrot.io to ask candidates pre-recorded questions about their experience and skills.

Use sample question given in scorecard.

Collect other information 

Collect data from shortlisted candidates, such as salary expectations and visa status.

"Shortlist in Seconds" – Use our CV scoring feature to get top candidate recommendation

Learn More  ->Get a demo

Manual candidate profile shortlisting:

Thoroughly review the CVs of the top scoring candidates from the automated process

Look for evidence of the required skills, experience, and achievements

Review the candidate’s portfolio or GitHub repositories to see examples of their work.