Client Success Coordinator & Appointment Setter

This is a remote position.

Schedule:

• Proactively call leads using the provided dialer system.
  

• Set up appointments for sales representatives, ensuring prospects meet the company’s criteria.
  

• Perform initial qualification of prospects over the phone to assess interest and fit.
  

• Handle objections professionally and provide relevant information about services.
  

• Stay updated on company offerings and market trends to effectively communicate value to potential clients.
  

Client Success & Business Coordination

• Manage and prioritize email communications for C-level executives.
  

• Oversee client onboarding and maintain strong relationships to ensure satisfaction.
  

• Collaborate with sales and operations teams to ensure a seamless transition from prospect to client.
  

• Assist with administrative tasks such as calendar management and data entry in the CRM system.
  

• Support HR functions, including new employee onboarding and platform setup.
  

• Follow up on AR-debtors to support financial operations.
  

• Maintain confidentiality while handling sensitive information.
  

• Adapt to and learn industry-specific software platforms (e.g., SPLOSE, Employment Hero).
  

Requirements