Contacts prospective customers by phone, email, and other channels; responds to inquiries, identifies needs, schedules sales appointments, maintains CRM records, sends reminders, and coordinates with sales representatives. The role requires strong communication, organization, follow-up, basic computer skills, and the ability to work independently in a remote environment.
We are looking for a friendly, organized, and motivated Appointment Setter to join our team. In this role, you'll be responsible for reaching out to potential customers, responding to inquiries, and scheduling appointments for the sales team.
You'll communicate with prospective clients through phone calls, emails, and other communication channels to understand their needs, share basic information about our services, and arrange meetings with the appropriate team members.
The ideal candidate should have good communication skills, be comfortable speaking with people, and be able to manage schedules and follow up with potential customers.
Key Responsibilities
- Contact potential customers through phone calls, emails, and other approved communication channels.
- Schedule appointments and meetings for the sales team.
- Respond to inquiries from prospective customers.
- Follow up with individuals who have expressed interest in the company's products or services.
- Maintain accurate records of customer interactions and scheduled appointments.
- Update customer information in the company's CRM system.
- Confirm appointments and send reminders when necessary.
- Coordinate with sales representatives to ensure proper scheduling.
- Identify potential customer needs and direct inquiries to the appropriate team members.
- Meet established appointment-setting and communication targets.
- Maintain a professional and friendly approach when communicating with prospects.
Qualifications
- High school diploma or equivalent.
- Previous experience in customer service, sales, telemarketing, or appointment setting is an advantage.
- Strong verbal and written communication skills.
- Comfortable making phone calls and communicating with prospective customers.
- Basic computer skills and familiarity with scheduling tools.
- Good organizational and time-management abilities.
- Ability to handle multiple conversations and follow-ups.
- Positive attitude and willingness to learn.
- Ability to work independently in a remote environment.
What We Offer
- Competitive compensation.
- Remote working opportunities.
- Flexible working arrangements, where applicable.
- Training and onboarding support.
- Opportunities for professional growth.
- Collaborative and supportive work environment.
- Paid time off and applicable company benefits.
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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