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CRM & Appointment Scheduling Assistant

Role overview

Qualifications

  • GoHighLevel expertise with 2+ years in appointment setting, admin assistance, and client management.
  • Strong verbal and written communication skills for handling client inquiries and appointment coordination.
  • Call handling experience in customer service or phone-based appointment scheduling with a professional phone presence.
  • Tech-savvy with problem-solving ability to troubleshoot CRM automation, AI chatbot management, and system errors.

Responsibilities

  • Appointment scheduling and client follow-up using GoHighLevel, coordinating with doctors and patients.
  • Call handling and client communication: answer inbound calls, respond to inquiries, and follow up with potential patients.
  • Administrative support: data tracking, task management, and report generation to improve operations and client engagement.
  • GoHighLevel support and AI chatbot optimization: troubleshoot automations and assist with AI-driven chatbots to improve workflow efficiency.

About the company

Outsourcey logo

Outsourcey

Outsourcing & Offshoring

To make the world better through outsourcing!

Company details

Company typeScaleup
IndustryOutsourcing & Offshoring
Company size51 - 200

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Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Requirements:

  • Admin Support & GoHighLevel Expertise: 2.55 years of experience in roles including appointment setting, admin assistance, and client management within GoHighLevel.
  • Strong Communication Skills: Excellent verbal and written communication abilities for handling client inquiries and appointment coordination.
  • Call Handling Experience: Prior experience in customer service, phone support, or appointment scheduling with a professional and articulate phone presence.
  • Tech-Savvy & Problem-Solving Ability: Ability to identify & provide a client touchpoint when issues arise with CRM automation, AI chatbot management, and general system errors.
  • Healthcare or Wellness Industry Experience (Preferred): Background in medical weight loss, wellness, or healthcare-related services is a plus.
  • Marketing/Ads Knowledge (Preferred): Experience assisting with marketing within GoHighLevel or similar platforms.

Core responsibilities:

  • Appointment Scheduling & Client Follow-Up: Manage and schedule client appointments efficiently using GoHighLevel, ensuring seamless coordination with doctors and patients.
  • Call Handling & Client Communication: Answer inbound calls, return client inquiries, and follow up with potential patients, ensuring a high level of professionalism and customer service.
  • Administrative Assistance: Support day-to-day administrative tasks, data tracking, and report generation to enhance business operations and improve client engagement.
  • GoHighLevel Support: Reach out to clients when issues arise within the GoHighLevel CRM automations or AI integrations.
  • Lead Nurturing & AI Chatbot Support: Assist with GoHighLevels AI-driven chatbots, ensuring accurate responses to client inquiries, troubleshooting errors, and optimizing workflow efficiency.
  • Outreach Support: Assist with executing client outreach efforts using GoHighLevels marketing features.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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