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Appointment Setter at Sourcefit

Key Facts

Remote From: 
Full time
English

Other Skills

  • Basic Internet Skills
  • Communication
  • Active Listening
  • Time Management
  • Detail Oriented
  • Reliability

Roles & Responsibilities

  • Strong verbal English communication skills
  • Comfortable handling phone-based and text-based customer interactions
  • Able to follow scripts, instructions, and process guidelines consistently
  • High level of responsiveness, discipline, and reliability during working hours

Requirements:

  • Send outbound text messages to warm homeowner leads using approved scripts
  • Call homeowners as soon as they respond to secure and confirm appointments
  • Accurately log activity, appointment outcomes, and customer details in the tracker
  • Meet daily outreach and appointment setting targets while maintaining quality and consistency

Job description

Position Summary

We are looking for an Appointment Setter to support outreach to homeowners who already have solar systems and may need an assessment, maintenance support, or system optimization. This role is focused on contacting warm leads, sending outreach messages, speaking with homeowners by phone, and securing appointments for in-person system assessments. The role is process driven and works best for someone who communicates clearly, follows a script well, responds quickly, and stays focused on scheduling rather than selling.

Job Details

  • Work from home (Philippines)
  • Monday to Friday | 10:30 AM – 7:30 PM (EST) | 10:30 PM – 7:30 AM (Manila Time, PHT)
  • Holidays: Following US Holidays

Responsibilities

  • Send outbound text messages to warm homeowner leads using approved scripts
  • Call homeowners as soon as they respond to secure and confirm appointments
  • Confirm key appointment details such as homeowner identity, availability, address, and preferred schedule
  • Ask a few basic qualification questions, including whether the customer has a battery and the amount of their most recent electricity bill
  • Keep conversations simple, clear, and focused on scheduling
  • Escalate technical questions or unusual concerns to the appropriate point of contact
  • Accurately log activity, appointment outcomes, and customer details in the tracker.
  • Meet daily outreach and appointment setting targets while maintaining quality and consistency
  • Follow the approved script closely and apply feedback during training and calibration sessions

Qualifications

  • Strong verbal English communication skills
  • Comfortable handling phone based and text-based customer interactions
  • Able to follow scripts, instructions, and process guidelines consistently
  • High level of responsiveness, discipline, and reliability during working hours
  • Comfortable asking basic questions and confirming appointment details accurately
  • Good listening skills and the ability to keep conversations on track
  • Basic computer skills and comfort using spreadsheets, dialers, messaging tools, or CRM platforms
  • Able to work an overnight or Eastern Time aligned schedule depending on location

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