The Appointment Setter is responsible for scheduling meetings and appointments between clients and our sales or service team. The ideal candidate will have excellent communication skills, a customer-focused attitude, and the ability to manage and prioritize appointments efficiently. This position is crucial in maintaining a smooth workflow and ensuring that potential clients are effectively connected with the appropriate team members.
Key Responsibilities:
Client Communication: Initiate calls, emails, or messages to potential clients to schedule appointments for sales representatives, account managers, or other team members.
Appointment Scheduling: Maintain and update calendars by scheduling appointments with clients, prospects, or other stakeholders, ensuring no conflicts.
Data Entry and Management: Accurately enter and update client information in the CRM system or relevant databases.
Lead Qualification: Confirm client interest and gather relevant information to ensure they are a good fit for services or products before setting appointments.
Follow-Up: Follow up with potential clients to confirm appointments, reschedule, or gather additional information if necessary.
Maintain Appointment Records: Track appointments, reschedules, and cancellations, providing necessary updates to the team.
Sales Support: Assist sales or service teams by providing pre-appointment briefings, ensuring they are prepared for the meeting.
Skills & Qualifications:
Communication Skills: Excellent verbal and written communication skills with a professional demeanor.
Customer Focus: Ability to engage with clients in a friendly, approachable manner.
Organizational Skills: Strong organizational abilities with the capacity to manage multiple appointments at once.
Attention to Detail: Accuracy in scheduling, updating information, and managing calendars.
United States
