
Appointment Coordinator
3 days ago
Appointment Setter Role Summary:
We are seeking a highly driven and organized Appointment Setter to join our sales team. The successful candidate will be responsible for calling and messaging leads from our CRM, qualifying them, and scheduling meetings with our Account Executives.
Key Responsibilities
- Call and Message Leads: Call and message warm/cold leads daily using our CRM
- Qualify Leads: Qualify leads using a provided script and checklist
- Schedule Meetings: Schedule meetings with Account Executive or CEO using Calendly
- Follow-up: Follow up with no-show clients and leads who asked to be contacted later
- Maintain Lead Status: Maintain and update lead status in CRM and ClickUp
- Log Daily Performance: Log daily performance in KPI report (calls made, meetings booked, follow-ups)
Daily Expectations
- Book Meetings: Book 3–5 meetings per day with qualified leads
- Update CRM: Update CRM with accurate lead status and notes
- Submit KPI Task: Submit daily KPI task in ClickUp
Requirements
- Experience: Proven experience in telesales, appointment setting, or B2B calling (1+ year preferred)
- Language Skills: Fluent in spoken and written English
- Communication: Confident, clear communicator with a positive tone
- CRM Familiarity: Familiarity with CRM systems
- Time Management: Ability to manage time, follow processes, and stay organized
- Self-motivation: Self-motivated and target-driven
What We Offer
- Competitive Salary: Competitive salary with performance bonuses
- Training and Scripts: Training & scripts to help you succeed
- Flexible Working Hours: Flexible working hours (target-based)
- Career Growth: Opportunity to grow into a Sales Closer or Account Manager
- Growing Team: Join a growing AI SaaS team making waves globally
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