Appointment Setter

Our client, a growing organization in the professional services space, is seeking a highly motivated Appointment Setter to support their business development efforts. This role requires strong communication skills, attention to detail, and experience in lead qualification and scheduling appointments. If you have a track record of success in outbound calling, CRM management, and appointment setting, we encourage you to apply.

Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities

• Outbound Calling & Lead Qualification – Dial contacts from provided lists, validate information, and qualify potential leads based on set criteria.

• Contact Research – Visit company websites to identify key decision-makers and gather accurate contact information.

• Appointment Scheduling – Book qualified appointments with prospects and ensure all details are properly documented.

• Proposal Review & RFP Support – Assist in reviewing proposals in response to RFPs, ensuring alignment with client needs and submission best practices.

• CRM Management – Utilize HubSpot to track leads, update contact details, and manage follow-ups.

• Follow-Up & Lead Nurturing – Maintain consistent follow-up efforts via phone, email, and LinkedIn to engage and convert leads.

• Email Copywriting – Use AI tools like ChatGPT to craft targeted cold email campaigns tailored to educators and school decision-makers.

• Data Accuracy – Ensure all lead details, validation, and status updates are accurately entered into the CRM.

What Success Looks Like

• Consistently meeting or exceeding appointment-setting targets.

• Accurate and updated lead tracking in CRM systems.

• High-quality leads that meet qualification criteria and result in successful appointments.

• Timely and professional communication with prospects, maintaining a strong pipeline.

• Proactive lead research and validation that improves outreach efficiency.

Qualifications

Experience

• 1+ years of experience in appointment setting, lead generation, or outbound sales, preferably in selling to school districts, afterschool programs, or educational organizations.

Outbound Calling Proficiency

• Comfortable making high-volume calls and engaging decision-makers.

Fluent English

• Excellent verbal and written communication skills for effective prospect engagement. (Spanish fluency is highly preferred but not required.)

Tech-Savvy & Detail-Oriented

• Experience using HubSpot or other CRM systems for lead tracking and pipeline management.

Research Skills

• Ability to find and validate contact information from company websites.

Resilient & Self-Motivated

• Strong ability to handle rejection, stay persistent, and continuously improve performance.

Opportunity

This is an exciting opportunity to play a key role in a growing company’s sales pipeline. You will have the chance to drive lead generation, connect with decision-makers, and contribute to business growth. If you are a goal-driven individual with excellent appointment-setting skills, we encourage you to apply!

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets